Video8:25An explainer on power in the AI data center as of October 2026, following the electricity from the grid through the site, the rack and the chip, and mapping where the power electronics industry is heading.
Edward Chyau
Managing Partner
Video7:23An explainer on the silicon photonics market as of October 2026: how optics are built on silicon, why AI made it urgent, what the industry leaders are shipping, and where startups are placing their bets.
Edward Chyau
Managing Partner
Video7:23An explainer on AI memory as of October 2026: why memory became the bottleneck, which kind of memory each style of AI compute depends on, and what that means for the memory makers and the market.
Edward Chyau
Managing Partner
Video11:15An explainer on integrated voltage regulators: why AI chips need them, how they work, and two deals built on them, Analog Devices' $1.5 billion purchase of Empower and onsemi's agreement, announced November 2, 2026, to buy Ferric for $600 million in cash plus up to $175 million more.
Edward Chyau
Managing Partner
Video9:01An explainer on Marvell's all-stock deal to buy Lumentum, announced November 2, 2026: the terms, why AI links are moving from copper to light, what the deal is worth as Marvell's shares move, and the approvals between announcement and a 2028 close.
Edward Chyau
Managing Partner
This paper explores the critical role of optoelectronics in enabling functional, lightweight, and immersive AR glasses. It breaks down the core optical components—waveguides, display engines, and optical packaging—while highlighting key trade-offs and emerging innovations that shape design decisions. Framed with industry context and near-term technical realities, the piece offers a grounded perspective on how advanced photonics and electronics are converging to unlock the future of everyday augmented reality.
Bryn Pilney
Head of Research
This report provides a comprehensive analysis of the autonomous driving industry as of 2025, covering the technological landscape, key industry players, real-world deployments, regulatory challenges, and market trends across both passenger vehicles and commercial trucks. It evaluates the current state of autonomy (Levels 1–5) with data-driven insights on leading companies like Waymo, Tesla, Baidu, and Aurora, while outlining the hurdles and opportunities shaping the path toward broader adoption.
Bryn Pilney
Head of Research
This report is the third and final installment in our 2025 logistics series, Automating Logistics. The series has systematically examined how automation and emerging technologies are reshaping logistics. In this concluding paper, we turn our attention to the beginning and middle stages of the supply chain—often referred to as the “first mile” and “middle mile.” This part of logistics, frequently overlooked despite its outsized impact on overall efficiency, is rapidly becoming a focal point for innovation.
Bryn Pilney
Head of Research
Last-mile delivery, the final and most expensive step in logistics, connects goods from transportation hubs to their final destinations, often accounting for over half of total shipping costs. As e-commerce demand grows, companies are adopting automation, electrification, and new fulfillment models to improve efficiency and reduce costs.
Bryn Pilney
Head of Research
A comprehensive analysis of warehouse automation trends and technologies, exploring the transformation of traditional storage facilities into strategic logistics hubs. This report examines the six core operational stages of modern warehousing: receiving, put-away, storage, picking, packing, and shipping. It details how automation solutions are revolutionizing each stage, from robotic unloading systems to autonomous mobile robots, while highlighting market growth projections and key industry challenges. The report provides insights into efficiency optimization, cost reduction strategies, and safety improvements across warehouse operations.
Bryn Pilney
Head of Research
