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September 2024

Projected 60% Productivity Gains: The Coming Impact of Agent AI on Business
Our clients and investors in AI are focused on identifying the next big breakthroughs in the industry.
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GenAIExperts
AMD’s ZT Systems Acquisition: A Talent Grab or a Move to Disrupt Nvidia’s Data Center Monopoly?
In past articles, we’ve looked at NVIDIA’s NVL72 and its impact On the AI Data Center Ecosystem. To compete with NVIDIA’s NVL72, AMD needs to develop…
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GenAIExperts

August 2024

Groq and its impact on AI Inference: Challenging NVIDIA's Market Stronghold
Lately, Groq has been garnering significant attention from our clients for its Inference Technology.
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GenAIExperts

July 2024

Video LLM and AI Adoption will explode Flash / Storage Area Network Market
Recently there has been an uptick on conversations around AI impact on storage and specifically around Video LLM’s and impact on HDD and Flash based…
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GenAIExperts
NVL's Impact On the AI Data Center Ecosystem; Expected to Reach 15%+ Adoption by 2027
With the launch of NVIDIA’s NVL72, our clients are eagerly exploring its profound impact on the AI ecosystem.
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GenAIExperts

March 2024

Why Fine Tuning Models Will Become the Next Gold Rush After GPU's; Scale AI's Success in RLHF
Scale AI, Labelbox, Snorkel AI, Landing AI, Cleanlab, ClarifAI Accenture, Apen, Lionbridge, Super Annotate, AWS - Mechanical Turk, Surge AI
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GenAIExperts
AI Data Center Interconnects: AEC / AOC Cables and Retimers Market; Why Investors are Looking at Credo and Astera Labs
Credo, Astera Labs
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GenAIExperts
Amazon's 100% Nuclear Bet: Renewable Energy and Carbon Credits will Reshape the AI Data Center Landscape
Talen, NuScale
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GenAIExperts

February 2024

Observability Market IT Vendor: Datadog's AI Products; We Expect Datadog to Grow 25-30%+ in Next Year
Datadog
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GenAIExperts
Potential Push For Transitioning Legacy CPU Based Workloads to Run on GPUs: 4-5x Increase In Cost Efficiency
As the digital landscape evolves, our clients are increasingly becoming aware of the significant demands placed on GPUs and the capabilities of servers…
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GenAIExperts
Micron to Capture 10-15% HBM Market in 2024/2025, SK Hynix Sees 60%+ Surge in Demand
SK Hynix, Samsung, Micron
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GenAIExperts
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