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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.
- 🎙️ New Bit by Bit on why @MadhuR_PDX of @AMD believes there's no one-size-fits-all for agentic CPUs. More:
- 🎙️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?
- 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.
- Where AI Constraints Become Pricing Leverage Mapping Margin Quality Beneath the AI Infrastructure Constraint Stack
