RESEARCH NOTE: Does 2024 Mark the Beginning of the End for Merchant Silicon?

Many will look at 2023 as the year that generative AI (GAI) made silicon cool again. AMD, Intel, and NVIDIA made major announcements in machine learning and deep learning, with product launches and strategic roadmaps accompanying bold predictions. And, of course, the GAI wave shined a spotlight on a long list of silicon startups with … Continue reading RESEARCH NOTE: Does 2024 Mark the Beginning of the End for Merchant Silicon?