Hi
Like Patience, I found the 'prominance' of the the mention of JV and M&A interesting. Maybe I continue to confuse / misunderstood the primary staretgic objective of 4DS. A buyout.
Also, for newbies, I find myself having to go back and check on the relevance of what 4DS is offering its client/suitors. Nothing new in the stuff below but refernce points are handy sometimes.
For what it's worth, here's an extract form a 'chat' just now...........................
Overview of 4DS IP Improvements
4DS Memory’s innovative IP brings several benefits across different data environments. These include:
Cold Data: Typically involves archival storage and infrequent access. 4DS's IP can improve density and reduce the physical footprint, making long-term storage more cost-effective and energy-efficient. The benefits are more moderate here since performance demands are lower.
Warm Data: Involves data that is accessed more frequently than cold data but not in real-time. 4DS's technology can significantly enhance efficiency by offering faster access times and better energy efficiency. The adaptability to handle varying workloads is crucial for data analytics and AI model training, where performance is essential but not as critical as in hot data scenarios.
Hot Data: Requires rapid, real-time access and processing. Here, 4DS IP's low latency and high-speed switching capabilities are beneficial, although the impact is slightly less pronounced than in warm data due to the already optimized solutions available for hot data processing. However, 4DS's adaptability and reduced energy consumption still offer advantages in these high-demand environments.
Table: Data Applications of Nvidia, Intel, and AMD
| Company | Market Cap (July 2024) | Cold Data | Warm Data | Hot Data | Estimated Operational % |
|---|
| Nvidia | $3.1 Trillion | Archival storage, long-term backups | Data analytics for predictive maintenance, AI inference | Real-time AI processing, autonomous vehicles, edge computing | Cold 20%, Warm 40%, Hot 40% |
| Intel | $140 Billion | Long-term data retention solutions | Enterprise-grade SSDs for data center optimization, AI model training | Real-time data processing, integrated CPU-GPU solutions | Cold 30%, Warm 35%, Hot 35% |
| AMD | $250 Billion | Cold storage solutions with Epyc CPUs | Data center processors for dynamic workloads, adaptable storage solutions | High-performance computing for gaming, real-time analytics, AI-driven operations | Cold 25%, Warm 35%, Hot 40% |
Comments on Strategy and Implications
Strategic Role of Peter Himes:
Peter Himes' evolving role as Chief Strategic Officer and his involvement in JV and M&A activities suggest a strategic pivot towards forming strategic alliances and joint ventures rather than outright selling the IP. His dual role in MMS could bring additional industry insights and connections, potentially facilitating more strategic partnerships and leveraging synergies between the companies.
Interest of Nvidia, Intel, and AMD:
These companies are likely interested in warm and hot data applications due to their significant involvement in AI, real-time processing, and high-performance computing. The emphasis on these applications aligns with the growing demand for rapid data processing and real-time analytics in various sectors, including autonomous vehicles, AI model training, and edge computing.
Timing of PL5 and PL6 Results:
The earlier-than-expected results for PL5 and PL6 indicate accelerated development and potential early market entry. This could enhance 4DS's competitive edge and provide timely solutions to the industry, especially in light of increasing demands for efficient data storage and processing solutions. The detailed timelines also suggest confidence in achieving significant milestones soon, which could positively impact their strategic positioning and attractiveness to potential partners or acquirers.
Cheers
