Industry

Industry

The business side of tech. Analysis on tech giants, startups, market trends, emerging technologies, and policies shaping the IT landscape.

gpu nvidia amd software cuda hardware competition opinion big tech

Not just the hardware: How deep is Nvidia's software moat?

The inherent inertia of software ecosystems
The big picture: Starting tomorrow, Nvidia is hosting its GTC developer conference. Once a sideshow for semis, the event has transformed into the center of attention for much of the industry. With Nvidia's rise, many have been asking the extent to which Nvidia's software provides a durable competitive moat for its hardware. As we have been getting a lot of questions about that, we want to lay out our thoughts here.
ceo martin luther king layoffs

Tech layoffs are becoming the new normal

Salaries have also stagnated, layoffs are second only to the dot-com bubble
The big picture: Job cuts in the tech industry last year were attributed to the need to economize, driven by inflation and a hiring spree during the pandemic. So, what's the explanation this year, especially when many of these firms have accumulated a significant amount of cash?
ventiva cooling startups futurology

Ventiva shows off tech to keep chips and devices cool

Our gadgets are getting hotter
In context: We've noticed a burning sensation in our pockets lately. Not the bite of inflation, but an actual heat source coming from our phones. Maybe it is 5G, maybe it is a design decision made by Apple, or by TSMC, whatever the reason, our smartphone runs hot.
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Jensen Huang: Even if competitors' AI products were free, Nvidia's chips would still be better value

Jensen "Humble" Huang
A hot potato: Nvidia has become the dominant force in the AI hardware industry, and CEO Jensen Huang knows it. The leather jacket-loving boss is so confident in the ability of his products, he says that even if the competitors' chips were free, they would still be a worse option than Nvidia's expensive alternatives.
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