Technology Strategy

Technology Strategy Consulting

Trend Blogs

Robot Data Factories: The Missing Infrastructure for Physical AI

Robot Data Factories: The Missing Infrastructure for Physical AI Physical AI may be constrained less by model size than by the supply of validated robot experience. A new infrastructure concept—the...

Anthropic’s Model Hardware Standard: The Missing Layer for Physical AI?

Anthropic’s Model Hardware Standard could reduce the cost of connecting AI agents to laboratory and industrial equipment. Early pilots are promising, but safety, conformance and integration with...

The Memory Bottleneck Behind the AI Boom

AI infrastructure is becoming a constraint-stack problem: a finished GPU die is not deployable compute until enough high-bandwidth memory is available, qualified and integrated through advanced...

Axelera Europa: Can In-Memory AI Scale from Edge to Server?

Europa brings Axelera's edge-first inference architecture to server cards. Its commercial test is whether system-level performance and software portability match the silicon promise...

Onshoring Semiconductor Manufacturing: Bottlenecks and Investment Opportunities (II/II)

Part II examines why U.S. semiconductor onshoring can stall after a fab is announced: milestone funding, skilled labor, packaging, yield, utilities and demand. It maps evidence-backed remedies and the...

Onshoring Semiconductor Manufacturing: Strategies and Opportunities (I/II)

The United States’ strategic push towards onshoring semiconductor manufacturing—driven by substantial federal incentives, tariff policies, public-private partnerships, infrastructure...

Investigating Alternative Energy Sources for Wearables and MEMS Sensors and the Role of AI in the Field (VIII/VIII)

The convergence of hybrid energy harvesting, AI-optimized MEMS sensors, and ultra-low-power neuromorphic computing is redefining the future of wearable technology, enabling battery-free, autonomous...

Investigating Alternative Energy Sources for Wearables and MEMS Sensors and the Role of AI in the Field (VII/VIII)

The fusion of advanced nanomaterials with AI-driven energy management is catalyzing a new generation of energy-autonomous wearable devices and MEMS sensors. By leveraging innovations like auxetic...

Investigating Alternative Energy Sources for Wearables and MEMS Sensors and the Role of AI in the Field (VI/VIII)

The evolving regulatory landscape and sustainability mandates in the wearable technology sector are driving innovation and investment in ultra-low-power architectures, sustainable materials, and...

Investigating Alternative Energy Sources for Wearables and MEMS Sensors and the Role of AI in the Field (V/VIII)

The convergence of alternative energy sources, wearables, MEMS sensors, and AI is driving transformative change across industries such as healthcare, industrial IoT, and consumer electronics, creating...

Robot Data Factories: The Missing Infrastructure for Physical AI

Robot Data Factories: The Missing Infrastructure for Physical AI Physical AI may be constrained less by model size than by the supply of validated robot experience. A new infrastructure concept—the...

Anthropic’s Model Hardware Standard: The Missing Layer for Physical AI?

Anthropic’s Model Hardware Standard could reduce the cost of connecting AI agents to laboratory and industrial equipment. Early pilots are promising, but safety, conformance and integration with...

The Memory Bottleneck Behind the AI Boom

AI infrastructure is becoming a constraint-stack problem: a finished GPU die is not deployable compute until enough high-bandwidth memory is available, qualified and integrated through advanced...

Axelera Europa: Can In-Memory AI Scale from Edge to Server?

Europa brings Axelera's edge-first inference architecture to server cards. Its commercial test is whether system-level performance and software portability match the silicon promise...

Onshoring Semiconductor Manufacturing: Bottlenecks and Investment Opportunities (II/II)

Part II examines why U.S. semiconductor onshoring can stall after a fab is announced: milestone funding, skilled labor, packaging, yield, utilities and demand. It maps evidence-backed remedies and the...

Onshoring Semiconductor Manufacturing: Strategies and Opportunities (I/II)

The United States’ strategic push towards onshoring semiconductor manufacturing—driven by substantial federal incentives, tariff policies, public-private partnerships, infrastructure...

Investigating Alternative Energy Sources for Wearables and MEMS Sensors and the Role of AI in the Field (VIII/VIII)

The convergence of hybrid energy harvesting, AI-optimized MEMS sensors, and ultra-low-power neuromorphic computing is redefining the future of wearable technology, enabling battery-free, autonomous...

Investigating Alternative Energy Sources for Wearables and MEMS Sensors and the Role of AI in the Field (VII/VIII)

The fusion of advanced nanomaterials with AI-driven energy management is catalyzing a new generation of energy-autonomous wearable devices and MEMS sensors. By leveraging innovations like auxetic...

Investigating Alternative Energy Sources for Wearables and MEMS Sensors and the Role of AI in the Field (VI/VIII)

The evolving regulatory landscape and sustainability mandates in the wearable technology sector are driving innovation and investment in ultra-low-power architectures, sustainable materials, and...

Investigating Alternative Energy Sources for Wearables and MEMS Sensors and the Role of AI in the Field (V/VIII)

The convergence of alternative energy sources, wearables, MEMS sensors, and AI is driving transformative change across industries such as healthcare, industrial IoT, and consumer electronics, creating...
San Francisco bay area