More on the China chip ban, including the AI motivation, and how China might interpret things differently. Plus, Apple gets a reminder that there are more considerations than costs.
Notes on Musk’s latest Twitter about-face, then Meta open-sources an AI library that is a big threat to Nvidia. Plus, another example of a failed paid product from an ad-supported company.
Nvidia is in the valley in terms of gaming, the data center, and the omniverse; if it makes it to future heights its margins will be well-earned.
An Interview With Jay Goldberg About the Chip Slowdown, Intel and Nvidia, and the CHIPS Act, plus Nvidia’s perfect storm, the importance of software versus chip design, and why Goldberg is so optimistic about ARM in the data center.
Chips are the clearest example that economic efficiencies will not be the ultimate decider of technology’s end state: politics will play an important role.
AMD and TSMC are rising together, while Intel falls behind; TSMC founder Morris Chang thinks its a mistake to help the latter catch-up.
Apple, AMD, and Google all delivered great results; margins were the most interesting places for analysis.
The best way to understand Pat Gelsingers thinking about the threats posed by ARM and AMD is to go back to his arguments in favor of CISC over RISC
That Intel is built to be integrated is precisely the problem, why Qualcomm bought a CPU team, and Netflix controls its own destiny.
Intel is in much more danger than its profits suggest; the problems are a long time in the making, and the solution is to split up the company.