Companies: AAPL, AMD, AMZN, BABA, CSCO, GOOG/GOOGL, IBM, INTC, MSFT, NVDA By: John Harrington Click here to download report (.pdf) Summary As companies like Cisco see steady, deep declines, Nvidia builds its cloud and data center future well ahead of the competition. Amazon Web Services (AWS), Google Cloud, Microsoft, and others rapidly expand high-performance […]
Research Question: With Intel’s latest production delays, how big a share of the CPU market can AMD capture? Companies: AAPL, AMD, AMZN, AVGO, BABA, DELL, DTEGY, GOOG/GOOGL, HK:0992, HPE, IBM, INTC, KRX:005930, MRVL, MSFT, NTNX, NVDA, ORCL, QCOM, SAP, SFTBY, SMCI, TSM, TW:2454 VMW By: Seth Agulnick Click here to download report (.pdf) Summary […]
Are competitors taking design wins from Vicor with lower prices? What is the status of the data center transition to 48-volt power? Report Available: October 18, 2019 Blueshift’s ongoing research found VICR struggling to meet investors’ high expectations as the data center market has cooled. The company’s recent difficulties are partly related to a […]
Research Question: Is the demand for faster data processing causing developers to rewrite existing software and to create new software that is optimized to run on GPU chips? If so, does Nvidia stand to profit? Companies: AMZN, GOOG/GOOGL, INTC, MSFT, NVDA By: John Harrington Click here to download report (.pdf) Key Findings Nvidia’s big secret […]
Research Question: How quickly will data centers ramp up their purchases of Nvidia GPUs powered by Vicor technology? Companies: ABB, AMD, AMZN, AVGO, CIEN, CSCO, DELL, FB, GOOG/GOOGL, HPE, IBM, IFNNY, INTC, JNPR, MSFT, NVDA, ORCL, QCOM, TXN, VICR, XLNX By: Seth Agulnick Click here to view report (.pdf) Summary of Findings Sales of […]
Research Question: Will Ambarella’s drone and automotive camera business segments continue to drive its skyrocketing growth? Companies: AMBA, AVGO, GPRO, KRX:005930, NVDA, OVTI, PAOTF, QCOM, STO:AXIS, TPE:3034, TYO:6632, TYO:6758, UTX By: Susan Jennings Click here to download the report (.pdf) Summary of Findings The main growth sector for both drones and automotive cameras is the […]
Research Question: Will ARM Holdings see a significant boost in 2015 revenue from its new system-on-a-chip server architecture and from smartphone royalties? Companies: AAPL, AMCC, AMD, AMZN, ARMH, BIDU, BRCM, CAVM, FB, GOOG, HPQ, IBM, INTC, KRX:005930, MLNX, MRVL, MSFT, NVDA, QCOM, RHT, TXN By: Seth Agulnick Click here to download the report (.pdf) Summary of […]
Research Questions: Is there pent-up demand in the high-performance computing market for an upgrade to Intel’s Grantley platform? Will Grantley be a catalyst for significant capex spending? Companies: AMD, AMZN, ARMH, BRCD, CRAY, EMC, FIO, GOOG/GOOGL, HKG:0992, HPQ, IBM, INTC, KRX:005930, MLNX, MSFT, NVDA, ORCL, QLGC, RAX,, SMCI, VMW By: David Franklin Click here to download the report (.pdf) […]
Research Question: Can TSMC defend its lead market position despite threats from price-aggressive competitors, shifting partnerships, and Intel’s efforts in the foundry market? Companies: AAPL, ALTR, AMD, ARMH, BRCM, CDNS, CSCO, IBM, IFNNY, INTC, KRX:000660, KRX:005930, MU, NVDA, QCOM, SNPS, STM, TPE:2303, TPE:2330, TPE:2454, TYO:6502, TYO:6503, TYO:6723, TXN By: Seth Agulnick Click here to download the report (.pdf) […]
Research Question: Will the trend toward 10 to 40 Gb Ethernet and the high-performance computing CPU refresh be the catalysts for Mellanox’s growth? Companies: AAPL, AMZN, BRCD, BRCM, CSCO, EMC, FB, FIO, GOOG, HPQ, IBM, INTC, JNPR, MLNX, NTGR, ORCL, QLGC By: David Franklin Click here to download the report (.pdf) Summary of Findings As in Blueshift […]
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