Geninnov

Hardware/Software Flip

When Ideation is not a Human Monopoly: From Mind to Brain

In the AI era, hardware reclaims its value as software faces democratization of ideation. Explore the tectonic shift between hardware and software in financial markets.

Killer Apps and the Rise of AI-Embodiment

Explore the transformative Era of Hyperchange, AI embodiment, and the challenges facing AI downstream developers. Discover how AI's potential shapes future consumption and corporate capex.

The Semiconductor Spotlight: Mistaking Evolution for Revolution

Explore how GenAI is transforming the semiconductor industry, with an in-depth look at valuation justifications, genuine innovations, and investments in key technologies.

NVidia's AI Factory Vision to Shake Semis End-to-End

Discover NVIDIA's bold AI Factory vision from GTC 2024. Explore the full-stack solution for GenAI markets, competing with tech giants, expanding into robotics, healthcare, and driverless cars.

The Semi hijack of GenAI

Explore the GenAI revolution's impact on the semiconductor industry and the evolving investment landscape, from GPUs to packaging. Dive into the industry's future risks and opportunities.

February 22, 2024

By Sean Darby: Innovations in Advanced Materials and Fine Chemicals

AI accelerates new material development, transforming R&D and boosting innovation in batteries and fine chemicals. Discover AI's impact on advanced materials with Google and Microsoft.

January 4, 2024

Hardware disruption: XaaS and cloud sector risks

AI is shifting focus from XaaS models to hardware, driven by generative AI demands. Discover innovations like FPGAs and TPUs reshaping tech and the rise of affordable humanoids.

January 1, 2024

An article by a GPT trained on my previous articles - a glimpse into the coming world of personal AI

Discover the intersection of AI and consumer hardware as Microsoft re-enters the smartphone market. Explore the evolution of personalized AI assistants in 2024.

December 30, 2023

2024 Innovation Theme: Consumer Hardware

Explore the pivotal year of 2024 in consumer tech with GenAI innovations. Discover new product categories, enhanced devices, and the future of AI robotics and smart homes.

September 3, 2023

The AI pricing models

Discover how pricing strategies impact MBA decisions and the tech industry's shift to higher AI product costs. Learn how market share and customer loyalty shape business valuations.

Articles on innovation

Our Latest Articles

Two Sides of the Coin

A season of games. Some played well, some badly, all of them in plain sight.

Is DRAM at a Permanently Higher Plateau?

A treatise on memory industry for what it is and has become, rather than on everything else supposedly driving it

Silicon Shock: The Macro of Tech Inflation

For decades, tech was the global economy’s most reliable disinflationary anchor. AI has snapped the chain and policymakers are unprepared for the fallout