Introduction Healthcare is where the next wave of cloud + semiconductor value will be captured. Hospitals, pharmaceutical firms, imaging suites, genomics labs and home-care devices generate massive volumes of sensitive, complex (structured and unstructured) data — and that data is finally becoming useful to purpose-built AI. The big infrastructure players are investing seriously in this segment: they’re building business moats that lock in customers, create predictable cloud

In the fast-evolving landscape of deep-tech industries such as semiconductors, AI-powered IoT/Edge, and telecom, achieving sustainable growth requires more than just innovation. It demands a strategic approach that blends technical expertise with business acumen. Over the years, I have observed that companies thriving in these sectors adopt a combination of focused strategies that not only accelerate their development but also position them as leaders in their fields. This po

Introduction The healthcare sector is undergoing a transformation driven by artificial intelligence (AI) and, increasingly, by large language models (LLMs). These models aren’t simply nice-to-haves; they represent a step‐change in how healthcare services, diagnostics, patient engagement and value-based care can be delivered.In my prior piece on “LLMs in Healthcare” I looked at the broad strokes of the opportunity. In the follow-up, “AI Models, LLMs – Relevance in the Healthc

As AI becomes ubiquitous across industries — both in practical deployment and inflated hype — there has been an explosion of AI software and hardware firms. Multiple architectures have emerged, each attempting to address the performance, efficiency, and scalability demands of modern AI workloads. For a deeper dive into the underlying architectural shifts driving this evolution, refer to my earlier article: The Evolution of SoC Architectures – AI Introduced a Paradigm Shift So

In the rapidly evolving landscape of technology, the concept of using a network as a sensor is gaining significant traction. This...