Editor
admin-perplexity
admin-perplexity writes for Techstrong Semi.
All Articles
54 articles
Nokia’s AI-RAN Platform Puts a Number on the Software-Defined RAN Bet
Nokia and NVIDIA launch an AI-RAN platform targeting 2x spectral efficiency by 2028 — here’s how the claims compare with what’s shipping today.
Nick Patience · Jul 16, 2026 · 7 min
Intel Pours €5 Billion into Ireland to Feed the Xeon Surge
Intel Xeon expansion gets €5 billion boost as Intel invests heavily in Ireland fab capacity for next-generation CPUs with EUV-compatible capacity.
Brendan Burke · Jul 15, 2026 · 7 min
FOXTRON’s Adoption of Dimensity AX C-X1 Validates MediaTek’s Automotive Ambitions
FOXTRON’s adoption of Dimensity AX C-X1 highlights MediaTek’s push into AI-defined vehicles through integrated AI, connectivity, and cockpit platforms.
Olivier Blanchard · Jul 14, 2026 · 6 min
Will SK Hynix’s Record $26.5bn ADR Issuance Help Close Its Capex Intensity Gap?
SK Hynix’s $26.5bn ADR raise targets a capex intensity gap. Can the memory leader spend fast enough to take technical leadership across memory and storage?
Brendan Burke · Jul 13, 2026 · 7 min
Micron’s $250B U.S. Investment Finds Its Edge on Korea’s Memory Juggernaut
Micron’s $250B U.S. investment out-positions Korea’s bigger memory bet, securing critical AI chip supply chains and aligning with customer needs.
Brendan Burke · Jul 13, 2026 · 8 min
How NVIDIA is Building a Critical Safety Layer for Physical AI
NVIDIA Halos for Robotics combines compute, software, inspection, and certification into a unified safety architecture for physical AI.
Olivier Blanchard · Jul 8, 2026 · 6 min
Can ASUS Bring Data-Center-Class AI Infrastructure to the Deskside?
ASUS ExpertCenter Pro ET900N G3 pairs NVIDIA DGX Station GB300 architecture with 748GB memory and 20 PFLOPS for AI development.
Olivier Blanchard · Jul 8, 2026 · 6 min
NVIDIA DSX Promises More Revenue per Gigawatt. Who Actually Captures It?
NVIDIA DSX promises more revenue per gigawatt through efficiency gains with a new revenue sharing model that expands NVIDIA’s role in the AI buildout.
Brendan Burke · Jul 7, 2026 · 7 min
Infineon’s €5 Billion Dresden Fab Reshapes the Global Power Semiconductor Supply Chain
Infineon’s Dresden Fab reshapes global power semiconductor supply chain with €5 billion investment.
Brendan Burke · Jul 7, 2026 · 8 min
Qualcomm’s Snapdragon Reality Elite Ups the Stakes for Spatial AI
Qualcomm’s Snapdragon Reality Elite advances spatial AI with on-device processing, maintaining the lead in the mixed reality platform race.
Olivier Blanchard · Jul 7, 2026 · 9 min
NVIDIA Jetson in Lunar Orbit Signals Commercial GPUs Are Ready for Spaceflight
Commercial GPUs are ready for spaceflight as NVIDIA Jetson readies for lunar orbit on Firefly’s Blue Ghost Mission 2.
Brendan Burke · Jul 2, 2026 · 6 min
Applied Materials’ Master Class Schools Memory Makers on Logic-Class Fabrication
Advanced packaging systems from Applied Materials enable AI-scale logic-memory convergence with laser process control.
Brendan Burke · Jul 1, 2026 · 8 min
Qualcomm’s Data Center Reentry at Investor Day 2026 Arrives Just in Time for the Inference Decode Prize
Qualcomm data center return targets decode-heavy inference, where power efficiency, not raw CPU performance, decides the winner.
Olivier Blanchard · Jun 30, 2026 · 14 min
Qualcomm’s Investor Day 2026: Agentic and AI Inference To Drive 2x Revenue Growth by 2030
Qualcomm’s strategy to combine its expanding agentic edge ecosystem with its data center inference opportunity could double its revenue by 2030.
Brendan Burke · Jun 30, 2026 · 9 min
Look Past IBM’s 0.7nm Label: Nanostack Architecture Is the Real Breakthrough
IBM’s nanostack architecture represents the real breakthrough in chip technology, delivering 50% more performance and 70% greater energy efficiency.
Brendan Burke · Jun 29, 2026 · 10 min
Will Intel 18A-P Risk Production Bring External Foundry Customers Through the Door?
Intel 18A-P enters risk production with 9% performance boost and new Power Boost transistor, positioning Intel Foundry to attract external customers.
Brendan Burke · Jun 29, 2026 · 6 min
Jalapeño in Nine Months: Did AI Just Break Chip Design Timelines?
OpenAI and Broadcom shattered chip design timelines with Jalapeño, completing a nine-month tape-out using AI acceleration.
Brendan Burke · Jun 29, 2026 · 7 min
AWS Summit NY 2026: Is AI Infrastructure AWS’s Real Agentic Moat?
At AWS Summit New York 2026, AWS AI infrastructure — G7 Blackwell GPUs, QuEra quantum, AMD Outposts, and RGN networking — anchors its agentic push.
Brendan Burke · Jun 25, 2026 · 7 min
Will a U.S. Quantum Foundry Leverage $4.6 Billion in New Capital to Become the Next TSMC?
With $4.6B in new capital, is a U.S. Quantum Foundry set to become the next TSMC? Learn how recent investments are reshaping quantum manufacturing.
Brendan Burke · Jun 24, 2026 · 10 min
Can AMD and Rackspace Scale Sovereign AI Inference?
AMD and Rackspace’s partnership deploys 30 MW AI compute capacity for regulated enterprise environments starting late 2026.
Brendan Burke · Jun 23, 2026 · 5 min
Will the First Wave of Synopsys Multiphysics Fusion Start the Next Wave of AI Chip Designs?
Synopsys Multiphysics Fusion solutions embed Ansys signoff analysis into design workflows, accelerating AI chip design with up to 10x faster closure.
Brendan Burke · Jun 23, 2026 · 7 min
Adobe’s Creative Agent Expansion Raises the Bar for AI-Powered Creative Work
Agentic AI transforms creative workflows. Adobe’s expansion signals the shift toward AI orchestration across Firefly and Creative Cloud applications.
Keith Kirkpatrick · Jun 19, 2026 · 6 min
Slackbot’s MCP Client Aims to End App Fragmentation, But Can Slack Outmaneuver Microsoft Teams?
Slackbot’s MCP Client unifies 20+ enterprise apps into one conversational interface, challenging Microsoft Teams’ dominance in workplace.
Keith Kirkpatrick · Jun 19, 2026 · 5 min
Slackbot’s MCP Client Aims to End App Fragmentation, But Can Slack Outmaneuver Microsoft Teams?
Slackbot’s MCP Client unifies 20+ enterprise apps into one conversational interface, challenging Microsoft Teams’ dominance in workplace.
Keith Kirkpatrick · Jun 19, 2026 · 5 min
How Desktop AI Hubs Could Deflect Over 56.23 TWh of Industrial Data Center Load by 2035
Desktop AI Hubs could potentially deflect over 56.23 TWh of industrial data center load by 2035, and make physical AI (robots) economically viable.
Brendan Burke · Jun 18, 2026 · 22 min
Oracle’s Outcome-Based Pricing Gambit: Rewriting the Rules of Cloud Economics
Oracle’s outcome-based pricing model challenges cloud consumption economics. Explore how AI-driven commercial models reshape enterprise software.
Keith Kirkpatrick · Jun 18, 2026 · 7 min
How will Qualcomm’s AI Bet Solve for NVIDIA’s Data Center Gaps as Agentic Workloads Reshape the Chip Market?
Agentic workloads reshape chip market dynamics as Qualcomm looks to data center opportunity with edge-to-cloud and 6G AI strategy.
Olivier Blanchard · Jun 18, 2026 · 6 min
Can AMD EPYC Extend Its Lead Over Vera and Xeon in the Agentic Data Center?
AMD responds to competing CPU announcements for agentic data centers with core density leadership on standard x86 platforms for enterprises.
Brendan Burke · Jun 12, 2026 · 8 min
Cadence and Synopsys Accelerate Agentic EDA Race at Computex
Cadence pushes Level 5 autonomy with approval from Jensen Huang while Synopsys extends multi-physics in the agentic EDA race at Computex 2026.
Brendan Burke · Jun 12, 2026 · 6 min
MediaTek’s Maturing Edge-to-Cloud AI Strategy Expands Beyond Smartphones
MediaTek edge-to-cloud AI strategy at Computex 2026 spans automotive, connectivity, AI computing, and data center infrastructure.
Olivier Blanchard · Jun 11, 2026 · 7 min
Does FOXTRON’s Adoption of Dimensity AX C-X1 Validate MediaTek’s Automotive Ambitions?
FOXTRON’s adoption of Dimensity AX C-X1 highlights MediaTek’s push into AI-defined vehicles through integrated AI, connectivity, and cockpit platforms.
Olivier Blanchard · Jun 11, 2026 · 6 min
Can SAP’s AI-Fueled Utilities Push Overcome the Sector’s Change Management Drag?
SAP’s AI-Fueled Utilities strategy promises transformation, but legacy systems and change management challenges threaten widespread adoption.
Keith Kirkpatrick · Jun 10, 2026 · 4 min
COMPUTEX 2026: Are Agentic CPUs Rivals or Complements?
Intel and NVIDIA diverged on the ideal agentic CPU at COMPUTEX 2026, but their designs may prove complementary across inference and RL training.
Brendan Burke · Jun 10, 2026 · 6 min
NXP’s Neural Axis Architecture: A Blueprint to Own the Robotic Nervous System
Can NXP’s Neural Axis architecture make it the NVIDIA of the edge? A full-stack bid to own physical AI and the real-world robotics flywheel.
Brendan Burke · Jun 10, 2026 · 6 min
Salesforce Bets on Usage-Based Billing: Will m3ter Acquisition Redefine Enterprise Monetization?
Salesforce’s m3ter acquisition embeds usage-based billing into Agentforce, reshaping enterprise monetization strategies in the AI era.
Keith Kirkpatrick · Jun 10, 2026 · 4 min
Motive and Latin American Carriers Turn Mobile Infrastructure Into a Growth Engine
Motive’s Entitlement Server transforms Latin American mobile infrastructure into a growth engine for carriers like Claro, Vivo, and Entel.
Keith Kirkpatrick · Jun 10, 2026 · 5 min
Can SAP’s AI-Native North Star Architecture Redefine the Autonomous Enterprise?
Explore how Agentic AI is transforming SAP’s unified intelligence platform to redefine autonomous enterprise capabilities.
Keith Kirkpatrick · Jun 10, 2026 · 7 min
Can Samsara’s Data-Driven Platform Redefine the Enterprise Software Stakes for Physical Operations?
Samsara’s Connected Operations Platform drives $2B ARR with 30% YoY growth, redefining enterprise software for physical operations.
Keith Kirkpatrick · Jun 10, 2026 · 5 min
Can Pega’s Customer Engagement Studio Redefine Agentic AI for Marketing Leaders?
Pega Customer Engagement Studio leverages agentic AI to transform marketing operations. Explore how this platform unifies AI agents, accelerates.
Keith Kirkpatrick · Jun 10, 2026 · 5 min
Will Pega’s Flat-Rate AI Model Force a Rethink of Token-Based Pricing in Enterprise Automation?
Pega Infinity 26 eliminates token-based AI pricing with flat-rate model. Discover how this shifts enterprise automation costs.
Keith Kirkpatrick · Jun 10, 2026 · 6 min
Creatio’s Unlimited Enterprise Goes All-In On Unlimited Pricing
Creatio’s Unlimited Enterprise eliminates per-user licensing, challenging legacy enterprise software economics and redefining platform pricing.
Keith Kirkpatrick · Jun 10, 2026 · 6 min
Atos Bets Big on Microsoft Copilot: Will Secure Agentic AI Redefine Enterprise Standards?
Atos deploys agentic AI across 56,000 employees using Microsoft Copilot, positioning itself as a leader in secure enterprise AI solutions for.
admin-perplexity · Jun 10, 2026 · 6 min
IBM Maps a $10 Billion Path to Fault-Tolerant Quantum Computing
IBM invests $10 billion in fault-tolerant quantum computing, targeting delivery of Quantum Starling by 2029 for large-scale commercial applications.
Brendan Burke · Jun 9, 2026 · 5 min
Can IFS Digital Workers Redefine Utility Field Operations, or Will Integration Stall Ambitions?
IFS Digital Workers automate utility field operations with agentic AI. Explore how this technology reshapes asset management and operational.
Keith Kirkpatrick · Jun 9, 2026 · 5 min
Zendesk Bets on Embedded AI Support, Can Deep Microsoft 365 Integration Shift Enterprise Workflows?
Zendesk’s Support Assistant embeds AI-powered help directly into Microsoft 365, transforming enterprise workflows and challenging ServiceNow and.
Keith Kirkpatrick · Jun 8, 2026 · 4 min
Workday and Google Cloud Bet on Embedded AI Agents to Redefine Enterprise HR and Finance Workflows
Workday Data Cloud integrates with Google Cloud Lakehouse for zero-copy data analytics in enterprise HR and finance workflows.
Keith Kirkpatrick · Jun 8, 2026 · 7 min
Intel’s COMPUTEX Keynote Reframes an Iconic Company as a Silicon-to-Systems AI Lab
Intel agentic AI took center stage at Computex 2026 as Xeon 6+ and rackscale systems reframe the CPU for the inference-era data center.
Brendan Burke · Jun 5, 2026 · 7 min
At Snowflake Summit, the ‘Snowmentum’ Was Palpable
Snowflake Summit 2026 revealed a major shift: Snowflake moves from data infrastructure to an agentic control plane with CoCo, CoWork, and Anthropic.
Nick Patience · Jun 5, 2026 · 6 min
The Hidden Moat: Why Operational Depth Defeats the ‘Build It Yourself’ Narrative
Operational Depth in Enterprise SaaS: The Hidden Moat Against the ‘Build It Yourself’ Narrative. Core value is in governance, security, and deep orchestration.
Keith Kirkpatrick · Jun 4, 2026 · 14 min
Can ADI Hot Swap Controllers De-Risk NVIDIA’s 800 VDC Transition?
800 VDC power architecture is becoming a key enabler of AI factory scale as NVIDIA and Analog Devices address power delivery constraints.
Brendan Burke · Jun 4, 2026 · 6 min
Salesforce Bets on Agentic Marketing: Will Unified AI Agents Redefine Martech ROI?
Salesforce’s agentic AI platform transforms martech with collaborative AI agents designed to deliver measurable ROI for enterprise marketers.
Keith Kirkpatrick · Jun 4, 2026 · 8 min
Workday and Google Integrate HR and Finance AI Agents into Gemini Enterprise
The Workday Google Cloud partnership integrates AI agents, enterprise data, and workflow automation into Gemini Enterprise for HR and finance operations.
Keith Kirkpatrick · Jun 2, 2026 · 6 min
Anthropic Files For IPO, Looking to Beat OpenAI to the Punch
Anthropic confidentially files for IPO after $965B Series H. What does the financial data tell us ahead of a potential October 2026 listing?
Nick Patience · Jun 2, 2026 · 6 min
Intel Xeon 6+ Targets Agentic AI Density With 288 E-Cores on Intel 18A
Intel Xeon 6+ on Intel 18A with Foveros Direct 3D delivers 288 cores for agentic AI, leveraging captive fabs as a structural supply advantage.
Brendan Burke · Jun 2, 2026 · 9 min