Insights

Constellation Insights
July 18, 2024

TSMC's Q2: Six takeaways on genAI, AI demand

TSMC’s second quarter earnings were better-than-expected and the chip manufacturer is becoming a barometer for generative AI infrastructure demand. High-performance computing (HPC) is now more than half of TSMC's revenue.

Constellation Insights
July 14, 2024

GenAI may be the new UI for enterprise software

Enterprise software could be disrupted as category windows become collateral damage to generative AI. The scenario: Today's go-to systems are relegated to plumbing as generative AI becomes the de facto user interface that democratizes data, insights, analytics and automation.