Senior Product Manager at Microsoft Corp
- Tier 1 and Tier 2 cloud purchasing momentum for key electronics components and semiconductors into Q1 and Q2 2022
- Positioning of key cloud data centre suppliers, particularly Intel (NASDAQ: INTC), AMD (NASDAQ: AMD) and Nvidia (NASDAQ: NVDA)
- Adoption of custom designed semiconductors, particularly AI inference accelerators and ARM (Advanced RISC Machines)-based server CPUs (central processing units), highlighting Google (NASDAQ: GOOGL) and Amazon (NASDAQ: AMZN)
- CXL (computer express link), DDR5 (double data rate 5) and cloud DRAM and NAND purchasing outlook
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