Glad to be quoted in this excellent @Reuters article by @chernandburn & @StephenNellis on @Arm's plight to change its biz model...
https://t.co/ceM6kKrFWd
"It was news to me that $Arm is even thinking about (making its own chip)," said @TantraAnalyst founder Prakash Sangam, who attended the trial. "It should send a chill down the spine of their customers."
As often happens, public trials expose lots of confidential information about companies. The details in the article came from its trial against @Qualcomm.
@ReutersBiz #qcomtrial
Starting today, incorporating on @rhobusiness is free.
You can form your company and open a Rho business account in one step, and it takes as little as 10 minutes.
How it works: Open a Rho account and deposit $10K in your first 90 days. You'll then receive a refund on the incorporation fee.
We want to make 2026 a record for new business creation - and break the record in 2027 - one easy incorporation at a time.
Today we're launching Sunra Enterprise, with team plans up to 56% off API prices.
One workspace for your whole team, with every leading model, a shared credit pool, admin controls and priority support.
Don't fly solo. Bring the whole crew.
This map shows the languages of India. It's a big task to form a coherent national identity in such a linguistically diverse nation. Source: https://t.co/hd74I1JO0w
Interesting news:
https://t.co/nPaELLNa3G
Seems like taking position in the open market than collaboration.
Nonetheless, endorsement of @Qualcomm's #datecenter foray and @Google 's confidence in $qcom's ability to deliver...
$GOOG
Wow... a big shot in the arm for @Qualcomm's Cellular Infra business...
https://t.co/RwvHJrhP4h
A large new greenfield operator in the Western Hemisphere, coming after many, many years, and that too, a high-profile player like @Starlink, deciding on $qcom #Dragonwing platform says a lot about its technological prowess.
Looking forward to more details and the actual deployment...
@TantraAnalyst@SpaceX@QCOMResearch #5G #6G #5GAdvanced #3gpp
Benchmark Insights: OB-CompanySearch (Lookalikes)
How much does result quality drop between the top 10 and top 100?
Most company search and lookalike tools can find a handful of relevant companies. The harder part is keeping those results relevant as the list gets longer.
Next edition of our #TantrasMantra#podcast is out, recapping and analyzing @Lenovo's Global Industry Analyst Event (GIAC) 2026:
https://t.co/feI4YgogvG
In this episode, @ebizexec , and I cover:
What being an "AI company" means to Lenovo, what is needed for the transformation, how the latest trends like personalization are helping them, and how the company is best positioned with the #pocketTocloud approach and complementary businesses, with Intelligent Devices Group (IDG), Infrastructure Solutions Group (ISG), and Services and Solutions Group (SSG).
We also contrast how, at last year's GIAC, โ#HybridAI" was a vision, and this year's GIAC showed the early proofs and the roadmap for realizing that vision.
Index:
00:00 - Intro
02:05 - Guest intro
02:00 - Key takeaways from the event: transforming from a great hardware company into an even greater AI company
05:12 - Moving from the "Hybrid AI" concept last year to what it means & early proof points this year
12:00 - What it means to be an "AI Company" for Lenovo - Personalized AI experience (consumer & enterprise), Orchestration of AI across continuum of pocket-to-cloud; how IDG, ISG and SSG gel together to realize Hybrid Cloud vision
14:30 - FIFA as a proof point of how Lenovo can be a one-stop shop for Enterprise AI
16:56 - "Eating your own dog food" - Applying their AI solutions to their own operations; not just talking the talk, but walking the walk
20:53 - Orchestration being a key for "Hybrid AI" & its incarnation for consumers Qira; Increasing role of Workstations in enterprise AI
25:35 - Workstations are becoming sexy again; still confusion about the form factor: server-class workstations vs. server racks. Lenovo is well placed for both
32:25 - Next year will be the "rubber hits the road" moment of enterprise AI
35:43 - Final thoughts: great event (thanks to the marketing/AR team), great content, very open and welcoming executives; Looking forward to Tech World at CES
39:23 - Closing
@LenovoNews@LenovoThinkPad@LenovoCenter@Lenovo@TantraAnalyst@neXt_Curve
Recently revealed 14a node is crucial for @Intel_Foundry ... They published this quite informative #blog about the PDK (Process Design Kit) for the node...
https://t.co/dpazL5wU0l
$INTC
.@Qualcomm's groundbreaking #HBC memory tech is nearing commercialization...
https://t.co/FkuFy3VuLQ
This novel memory-on-logic tech could give $qcom a shot in the arm in addressing #AI memory constraints โ both bandwidth and supply chain...
@TantraAnalyst
Introducing Infinite Storage on Prized.
Every box can now grow to 40 TB, runs as fast as a local disk, and Docker just works. One more step toward the best dev box for you and your agents.
Introducing Infinite Storage on Prized.
Every box can now grow to 40 TB, runs as fast as a local disk, and Docker just works. One more step toward the best dev box for you and your agents.
My 3 year old @aoc_global 32in monitor suddenly went kaput today... Started showing horizontal lines yesterday, now only shows AOC logo when turning on...but blank after that. Google search indicated typical issue with its power circuit....
In the market for a new one...
@TantraAnalyst
An interesting report on how a distributed battery fleet can be aggregated is a source for growing #DataCenter power needs:
https://t.co/sEBuLQDCTk
Substantially increasing home/SME-based solar-powered battery deployments can solve the challenge if the grid connects to them and uses them smartly...