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Creative Strategies, Inc
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@creativestrat

Creative Strategies, Inc

@creativestrat
One of the most respected analyst and market research firms. Founded 1969 and trusted for guidance by 80% of the top 10 Fortune 500 technology companies.
Silicon Valley
creativestrategies.com
Joined July 2009
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  • Pinned
    @creativestrat
    Creative Strategies, Inc
    @creativestrat
    Apr 29, 2021
    Proven guidance based on tailored analysis, data-driven insights, and broad market understanding. Trusted by 80% of the top 10 Fortune 500 technology companies.
    creativestrategies.com
    Creative Strategies
    Creative Strategies connects changes across silicon, systems, platforms, software, and adoption to explain how technology markets move.
    4
  • @creativestrat
    Creative Strategies, Inc
    @creativestrat
    Sep 1
    CS Atlas is live. 50+ years of cumulative analyst judgment, made searchable and connectable. The analysts do the work. Atlas makes that work reach further.
    Creative Strategies Atlas
    Creative Strategies Atlas
    From atlas.creativestrategies.com
  • @creativestrat
    Creative Strategies, Inc
    @creativestrat
    Aug 12
    🎙️ New Bit by Bit on why @MadhuR_PDX of @AMD believes there's no one-size-fits-all for agentic CPUs. More:
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    4
  • @creativestrat
    Creative Strategies, Inc
    @creativestrat
    Aug 10
    🎙️NEW BIT BY BIT EPISODE: @austinsemis sat down with Drew Henry, EVP of Arm's Physical AI unit. One thought-provoking idea: a humanoid hand may be harder to build than an AI data center. And another: physical AI could impact productivity even more than you realize. Why?
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    3
  • @creativestrat
    Creative Strategies, Inc
    @creativestrat
    Jul 17
    We built Gigawattonomics to test whether AI infrastructure can earn its cost of capital. At $6 per GPU-hour and 75% utilization, technical capex pays back in ~2.1 years and an owned $50bn campus in ~3.8 years. Revenue per watt makes the ROIC case visible.
    Image
    Gigawattonomics
    From thediligencestack.com
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