Three publications. One view of the technology stack.

Creative Strategies February 11, 2026

Think Global, Build Local: Cisco’s Sovereignty-First Strategy Takes Center Stage at Cisco Live EMEA

Carolina Milanesi

While I could start with the list of the many products that were announced at Cisco Live EMEA 2026, and there were plenty, from the Silicon One G300 to the biggest-ever update to AI Defense, I want to focus my analysis around a very interesting slide that was shared in one of the many analyst…

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Creative Strategies January 30, 2026

Apple’s Ecosystem Advantage Shines in a Standout December Quarter

Carolina Milanesi

Apple delivered a record-breaking December quarter, posting its best revenue and earnings performance ever, driven by an exceptionally strong iPhone cycle and continued Services momentum. Revenue reached $143.8 billion (+16% YoY), with EPS of $2.84 (+19% YoY), reflecting both top-line strength and f

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Creative Strategies January 28, 2026

FY26 Q2: From Token Factories to Agentic Workflows: Microsoft Enters the Next Phase of AI Monetization

Carolina Milanesi

Microsoft delivered a strong Q2 FY26 performance, exceeding expectations across revenue, operating income, and EPS, while continuing to invest aggressively in AI infrastructure to support rapidly expanding demand. Revenue grew 17% year over year, with operating income up 21%, underscoring the durabi

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Creative Strategies January 20, 2026

AWS European Sovereign Cloud, and the Future of AI in Europe

Carolina Milanesi

As I publish this, the world’s political and business leaders are gathering in Davos, once again debating the future of the global economy, geopolitical stability, and the role technology will play in shaping what comes next. Artificial intelligence, digital sovereignty, and resilience are central t

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Creative Strategies January 13, 2026

Cultural Barriers to AI Adoption: Key Takeaways from the 2025 Microsoft New Future of Work Report

Carolina Milanesi

The Microsoft New Future of Work Report 2025 marks a significant milestone in how we understand the ongoing transformation of work. Over the past five years, the report series has traced the evolution of work, from remote and hybrid work models to the emerging integration of AI across teams and orga

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Creative Strategies January 12, 2026

Explainer: What Gemini powering Siri really means

Max Weinbach

Apple and Google did their joint announcement today, confirming Mark Gurman’s report from August (I swear this guy lives in the walls of Apple Park) that the new Siri and Apple Foundation Models will be based on Gemini models and technology. There’s a lot of nuance to this that many are overlooking

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Creative Strategies January 1, 2026

The AI Bubble Question: Two Scenarios for the Largest Technology Buildout in History

Ben Bajarin

There is perhaps no more consequential debate around the technology industry today than whether the current AI infrastructure buildout represents a bubble destined for collapse or the logical, sustainable deployment of mature technology. The numbers are indeed staggering, a root cause of people’s an

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Creative Strategies December 18, 2025

Running a 1T parameter model on a $40K Mac Studio Cluster

Max Weinbach

This will be a brief research note, mostly because I’m just talking about something cool. Back in March when Apple launched M3 Ultra in the Mac Studio, they graciously sent over a 512GB Unified Memory SKU of the system. It was insane for running LLMs, powering something like 4-bit quantized Deepseek

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Creative Strategies December 18, 2025

The GPU’s Second Act: From Pixels to Tokens

Ben Bajarin

The Architecture Graphics Built The GPU exists because graphics demanded a very specific kind of silicon—hardware capable of running identical mathematical operations across massive data volumes in parallel, repeatedly, without stalling. What looked like “drawing pictures” was always a continuous si

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Creative Strategies December 12, 2025

Why NVIDIA’s DGX Spark is the best desktop CUDA testbed

Max Weinbach

This year on Black Friday, one of my favorite products of the year: NVIDIA’s DGX Spark! My list of favorite products is by no means short, but this was a quick add simply because I’ve had so much fun playing with this. Unlike most other products I’ve used this year, it’s something that feels rewardi

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Creative Strategies December 8, 2025

The Semiconductor Gigacycle

Ben Bajarin

The semiconductor industry has experienced cycles of varying magnitude throughout its history. The PC era brought sustained growth. The smartphone revolution created what many called a supercycle. The cloud computing buildout extended that expansion further. What is happening now is something catego

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Creative Strategies November 28, 2025

Dell Q3 FY26 Earnings: AI Momentum Drives Record Results and Stronger Full-Year Outlook

Carolina Milanesi

Dell delivered one of its strongest quarters ever, powered by surging demand for AI servers and resilient performance across its core commercial PC business. Revenue rose double digits, profitability reached new Q3 records, and the company raised full-year guidance in a sign of confidence that its A

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