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Our Newsletter
Latest analysis, direct from our analysts.
Oct 13, 2026
Qualcomm and Arm Both Claim Victory in Jury Verdict
The jury found contractual breaches and interference with Qualcomm’s business, but rejected several licensing claims. Important decisions now rest with the judge.
Read on Substack →
Oct 13, 2026
Oracle Fusion Claw Pushes Enterprise AI From Assistance to Execution
Oracle is combining AI reasoning, deterministic execution and delegated authority to move enterprise applications beyond copilots and toward autonomous business processes.
Read on Substack →Oct 12, 2026
Qualcomm vs. Arm: Inside the Trial Over Platform Power
The case has revealed a dispute that reaches far beyond licensing and into the future of computing architectures, platform control and Arm’s role in the semiconductor industry.
Read on Substack →TIRIAS Insight delivers flash reactions, analyst perspectives, and thematic briefs to the technology leaders and investors who move first. Free on Substack.
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GenAI FTCO Service
Forecasting the Growth of Generative AI Usage, Compute Requirements, and Infrastructure Costs
The Tirias Research GenAI FTCO Service provides insight into the demand, compute requirements, compute capacity, and TCO of generative AI inference. The forecast and TCO model incorporate extensive knowledge of silicon performance and roadmaps, data center operational cost models, application benchmarks, and market research. Service customers employ the model to build scenarios at multiple layers, driving their product and corporate strategy.