Sebastian Gensior

Habana Gaudi2 and Gaudi3 Accelerators Intel’s Gaudi2 (2022) and Gaudi3 (2024) AI accelerators target training of large models with high cost-efficiency. Gaudi2 has demonstrated competitive performance, delivering up to 2.4× faster deep learning throughput than NVIDIA’s A100 GPU. The newer Gaudi3, with 128 GB of HBM2e memory,

Advanced Micro Devices (AMD) has emerged as a significant challenger to NVIDIA's long-standing dominance, pursuing an aggressive strategy to capture market share in the lucrative biotech AI sector. This comprehensive analysis examines AMD's current position, technological capabilities, competitive dynamics, and future prospects in biotechnology applications. The

The convergence of artificial intelligence (AI), accelerated computing hardware, and vast biological datasets is transforming healthcare and biotech into a high-tech industry. NVIDIA – best known for its graphics processing units (GPUs) – has aggressively moved into this space, aiming to power everything from drug discovery to medical diagnostics. In fact, the

Global pharmaceutical and biotech deals surge with $15+ billion in transactions The pharmaceutical and biotechnology sectors witnessed significant deal activity during the week of July 28 to August 2, 2025, with over 20 major transactions totaling more than $15 billion in disclosed and potential value. The week marked a notable

Valuing a biotech venture is a bit like valuing a promising but precarious alchemical experiment – full of potential magic, but with plenty of risk and uncertainty. Founders often see a blockbuster cure in the making, while investors see a long, expensive road with many potholes. The result can be wildly

Avalyn Pharma represents a compelling yet high-risk opportunity in the rapidly evolving pulmonary fibrosis therapeutics market. The company's differentiated approach of reformulating proven oral antifibrotics into inhaled formulations addresses critical tolerability limitations that plague current standard-of-care treatments. With a recently completed $100 million Series D financing round in

Tang Capital's contrarian strategy targets the 300 "zombie" companies holding $30 billion in trapped capital In the wreckage of biotech's 2021 bubble, where 300 companies now trade below their cash values and hold over $30 billion in trapped capital, Kevin Tang has built what

Overview of Digital Therapeutics and Reimbursement Digital therapeutics (DTx) are evidence-based software interventions prescribed to treat or manage medical conditions. As these “apps-as-medicine” gain regulatory approvals, reimbursement models have emerged as a key factor in their adoption. Governments and insurers in Europe and Asia have begun implementing pathways to cover

In January 2025, a long-awaited experiment in European healthcare quietly began. For the first time, all EU countries have started pooling their efforts to evaluate new medicines under a single framework. Historically, a cancer drug approved in Europe might reach patients in Germany within four months but take over two

Advances in artificial intelligence (AI) are rapidly transforming drug development and clinical trials. Medicines regulatory agencies worldwide have responded by issuing guidance, strategic plans, and holding stakeholder engagements to ensure AI is used safely and effectively in the development of new therapies. This report reviews how major agencies – the U.