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.
Nvidia’s Integration Dreams
Nvidia’s acquisition of ARM only makes sense from a financial perspective, unless you buy Jensen Huang’s datacenter dreams.
Uber Follow-up; GlobalFoundries Abandons 7nm; Pricing Power, Differentiation, and Integration
Not all of Uber’s efforts are new, but the urgency is. Then, there are only three foundries pursuing 7nm, which means more pricing power (and how this applies to Uber and self-driving cars).
Daily Update: Buzzfeed Raises $50 million, NVidia’s Results and Gaming’s Resilience, Apple University Profiled
Good morning, I got really annoyed at the mainstream media last night, which perhaps makes me especially favorable to today’s first item about Buzzfeed. On to the updates: Buzzfeed Raises $50 million From the New York Times: BuzzFeed just closed a new $50 million investment from Andreessen Horowitz, a prominent venture capital firm in SiliconSubscribe […]
Level3 and Internet Congestion, Dropbox Data Leak, Microsoft Surface
Good morning, Here are today’s updates: Level3 and Internet Congestion Level3, one of the largest Tier 1 network providers in the country, wrote a blog post called Observations of an Internet Middleman: The average utilization across all those interconnected ports is 36 percent. So you might be asking – what is all the fuss aboutSubscribe […]