Creative Strategies published an expert interview with Billy on the power constraints facing AI data center buildouts, examining behind-the-meter generation, natural gas supply, and contract structuri…
Creative Strategies research concludes that the future of compute is fungible, with hyperscalers building data centers around workload fungibility that spans merchant compute, custom silicon, copper, …
Creative Strategies' Diligence Stack research arm rates its conviction high that agentic AI will become an important part of enterprise cyber defense, while holding conviction Medium that restricted f…
Apple CEO John Ternus will unveil a foldable iPhone priced above $2,500 and a rebuilt Siri assistant on September 8, 2026, in his first major product launch since succeeding Tim Cook. Analysts project…
Creative Strategies projects that 2027 will be the peak year of constraint for AI infrastructure, with demand running 115-120% above annual capacity and critical manufacturing capacity not fully contr…
John Ternus takes over as Apple's chief executive on Tuesday, inheriting a company that leads the smartphone market but trails rivals in artificial intelligence. Ternus, 51, who joined Apple's design …
Creative Strategies' updated E/AI Index CIO/CTO survey finds enterprise AI has moved from pilots into 'governed production,' where workflows operate under defined rules but cost controls and governanc…
ZoomInfo CEO Henry Schuck says no one knows where B2B pricing is going, but the traditional per-seat model is dying due to four years of price increases, CIOs reallocating software budgets to AI, and …
Creative Strategies' research, powered by its CS Atlas platform, finds that the GPU tsunami in AI compute is pulling more FPGAs into rack-scale systems, with Lattice Semiconductor's FPGAs appearing on…
Apple Inc. shares fell nearly 10% on Friday after the company warned of significant supply chain shortages, erasing nearly $500 billion in market value and potentially ceding the title of world's most…
OpenAI is hiring a product manager to build family-focused experiences for ChatGPT, signaling a strategic shift from individual productivity tools to household technology. The move comes as the share …
Apple raised iPad and Mac prices by about 20% due to soaring RAM costs driven by AI data center demand, with further increases possible for iPhones. The global RAM shortage, dubbed "RAMageddon," has a…