Technology Strategy

Technology Strategy Consulting

Trend Blogs

Quantum Photonics: The Packaging Test for Programmable Chips

Quantum photonics packaging must preserve optical performance, control, and repeatability. Recent integration research defines a sharper commercialization test...

Why AI’s Next Bottleneck May Be Moving Data, Not Processing It

AI data movement increasingly determines productive accelerator utilization. Scale-up fabrics, AI networking and optical connectivity create new strategic constraints...

AI Chiplet Power Delivery Becomes a System Design Constraint

AI chiplet power delivery requires joint design of voltage conversion, current paths, cooling, and assembly. Customer-qualified system evidence will determine value...

Light-to-Token AI Vision: The Manufacturing Test Behind Smarter Sensors

Light-to-token AI vision moves model inputs into the sensor. Examine array variation, system energy, model portability, and the evidence needed for commercialization...

Spintronic Gyroscopes: What a New Readout Must Prove Before Commercialization

Spintronic gyroscopes offer a new readout pathway. Commercial adoption requires prototype data, environmental stability, and manufacturing evidence...

The Power Infrastructure Behind AI That Investors Are Just Beginning to Notice

AI compute can scale only as fast as reliable power can be delivered. Transformer lead times, grid interconnection and grid-to-rack architectures are shifting investment attention toward the...

Co-Packaged Optics Crosses the Production Threshold: What AI Networks Must Prove Next

CPO has crossed into early production, but broad AI-network adoption will depend on manufacturing yield, field reliability, serviceability, interoperability, and total cost...

Beyond CUDA: Can DeepSeek and Huawei Build an Open AI Compute Stack?

DeepSeek and Huawei are opening key layers of the Ascend software stack. The strategic test is whether portability, tools and production evidence can follow...

Humanoid Robotics’ Commercial Proof Test: From Demos to Durable Revenue

Humanoid robotics is moving from demonstrations to measurable deployment. The real test is independent demand, sustained runtime, repeat orders and viable service economics...

Why Advanced Packaging May Matter More Than the Next Semiconductor Node

AI is shifting semiconductor value creation toward the package. Chiplets, HBM, hybrid bonding, substrates, test, yield and thermal integration are becoming critical determinants of usable performance...

Quantum Photonics: The Packaging Test for Programmable Chips

Quantum photonics packaging must preserve optical performance, control, and repeatability. Recent integration research defines a sharper commercialization test...

Why AI’s Next Bottleneck May Be Moving Data, Not Processing It

AI data movement increasingly determines productive accelerator utilization. Scale-up fabrics, AI networking and optical connectivity create new strategic constraints...

AI Chiplet Power Delivery Becomes a System Design Constraint

AI chiplet power delivery requires joint design of voltage conversion, current paths, cooling, and assembly. Customer-qualified system evidence will determine value...

Light-to-Token AI Vision: The Manufacturing Test Behind Smarter Sensors

Light-to-token AI vision moves model inputs into the sensor. Examine array variation, system energy, model portability, and the evidence needed for commercialization...

Spintronic Gyroscopes: What a New Readout Must Prove Before Commercialization

Spintronic gyroscopes offer a new readout pathway. Commercial adoption requires prototype data, environmental stability, and manufacturing evidence...

The Power Infrastructure Behind AI That Investors Are Just Beginning to Notice

AI compute can scale only as fast as reliable power can be delivered. Transformer lead times, grid interconnection and grid-to-rack architectures are shifting investment attention toward the...

Co-Packaged Optics Crosses the Production Threshold: What AI Networks Must Prove Next

CPO has crossed into early production, but broad AI-network adoption will depend on manufacturing yield, field reliability, serviceability, interoperability, and total cost...

Beyond CUDA: Can DeepSeek and Huawei Build an Open AI Compute Stack?

DeepSeek and Huawei are opening key layers of the Ascend software stack. The strategic test is whether portability, tools and production evidence can follow...

Humanoid Robotics’ Commercial Proof Test: From Demos to Durable Revenue

Humanoid robotics is moving from demonstrations to measurable deployment. The real test is independent demand, sustained runtime, repeat orders and viable service economics...

Why Advanced Packaging May Matter More Than the Next Semiconductor Node

AI is shifting semiconductor value creation toward the package. Chiplets, HBM, hybrid bonding, substrates, test, yield and thermal integration are becoming critical determinants of usable performance...
San Francisco bay area