Epaper

1 month ago

AMD and Intel compete for processor customers, but they have a common interest in making developers comfortable staying with x86. A September 2 GCC commit added initial support for their AI Compute Extensions, or ACE, bringing that shared strategy into a widely used compiler's development code.
For Advanced Micro Devices, Inc. (NASDAQ:AMD) and Intel Corporation (NASDAQ:INTC), the potential payoff is broader software adoption. The immediate event is much narrower: compiler infrastructure, followed by instruction-support commits. It is not evidence that compatible processors have shipped or that GCC 17 is a finished release.
The x86 Ecosystem Advisory Group's April whitepaper describes a common matrix-acceleration architecture shaped by both companies. Matrix multiplication is central to many AI workloads. A shared instruction interface could reduce the effort needed to target those operations across future processors.
That matters commercially because buyers consider the software work required to use hardware, alongside its price and performance. If developers can support both suppliers more easily, a processor purchase may depend more on execution and less on maintaining separate software paths.
For Advanced Micro Devices, Inc. (NASDAQ:AMD), the bull case is an easier route for compatible future CPUs into AI-related workloads. The risk is that a shared standard also improves the rival's appeal. Compiler support alone cannot demonstrate AMD's eventual performance advantage, customer adoption or incremental profit.

#Intel

meGaslowlY

2 months ago

Global, Domestic, or Hybrid: What's Right for Your Supply Chain?
Global sourcing has offered advantages in cost, scale, and supplier capabilities. But rising uncertainty, transportation disruption, inventory pressure, and changing customer expectations are forcing companies to look beyond unit cost.
Is your current supply chain model still the right fit?
In the G3 Logistics whitepaper, Why Going Global Isn't Always the Right Call, discover how to evaluate global, domestic, and hybrid supply chain strategies based on the factors that matter across your entire network.
Download the whitepaper to learn how to:

#cost

sviyp

2 months ago

Global, Domestic, or Hybrid: What's Right for Your Supply Chain?
Global sourcing has offered advantages in cost, scale, and supplier capabilities. But rising uncertainty, transportation disruption, inventory pressure, and changing customer expectations are forcing companies to look beyond unit cost.
Is your current supply chain model still the right fit?
In the G3 Logistics whitepaper, Why Going Global Isn't Always the Right Call, discover how to evaluate global, domestic, and hybrid supply chain strategies based on the factors that matter across your entire network.
Download the whitepaper to learn how to:

#supply

11quickly

3 months ago

Montaka Global Investments, an investment management company, released its second-quarter 2026 investor letter. A copy of the update is available to download here. Montaka manages a concentrated portfolio of high–conviction, long-term, competitively advantaged businesses bought when prices are attractive. While it delivered positive returns in the June quarter, its 12-month performance was largely negative due to declines in the March quarter amid the 'SaaSpocalypse', yet the underlying businesses performed well. Montaka's strategy focuses on owning businesses that grow earnings in large markets, which struggled against short-term bottleneck trades that gained popularity. However, Montaka aims for long-term excess returns above market indices, anticipating that current mispricing will eventually correct. In addition, please check the Strategy's top five holdings to know its best picks in 2026.
In its Q2 2026 investor letter, Montaka Global Investments highlighted Salesforce, Inc. (NYSE:CRM). Salesforce, Inc. (NYSE:CRM) is a cloud computing company that offers Customer Relationship Management (CRM) technology that brings companies and customers together. On July 22, 2026, Salesforce, Inc. (NYSE:CRM) closed at $163.00 per share. One-month return of Salesforce, Inc. (NYSE:CRM) was 3.52%, and its shares lost 41.92% over the past 52 weeks. Salesforce, Inc. (NYSE:CRM) has a market capitalization of $133.5 billion.
Montaka Global Investments stated the following regarding Salesforce, Inc. (NYSE:CRM) in its Q2 2026 investor update:
"The It's Not About the SaaS: Why the market is wrong about Salesforce, Inc. (NYSE:CRM): Since the start of the recent SaaS selloff – which we explored in detail in Montaka's recent whitepaper – Salesforce's share price has halved. The market is now pricing in something like obsolescence for the world's dominant customer relationship management (CRM) platform.
This, in our view, represents a significant investment opportunity. The market's concern is two-fold. First, that AI makes software trivially cheap and easy to build – rendering vendors like Salesforce redundant. Second, that agents don't need software interfaces at all – they can interact directly with data and systems, making seat-based licences obsolete.

#montaka

coinattac

7 months ago

Nearly 7 Million Bitcoin is Sitting in a Quantum Minefield, Including Satoshi’s

On-chain reports suggest that almost 6.7 million Bitcoin are currently sitting in quantum-vulnerable addresses. These tokens have not moved in years, and some have not moved for over a decade. A portion of these coins is also believed to belong to Satoshi Nakamoto.
Currently, these coins are the most valuable target in the history of financial crime.
A new whitepaper from Google Quantum AI, published on March 30, 2026, maps the precise scale of Bitcoin's quantum vulnerability for the first time.
The research

Sign in

Nothing found!