The opening keynote at AWS:reInvent was about serverless, which is a technical manifestation of how the Internet leads to smiling curves. Plus, AWS’s CEO comments on OpenAI.
More updates on the OpenAI saga, including the problematic board. Then, Microsoft unveils new chips, and is creating an AI platform that looks a lot like Microsoft’s other platforms.
An interview with Bill Bishop and Andrew Sharp about one year of Sharp China, the chip ban, AI in China, TikTok, and the Biden-Xi visit in San Francisco.
An interview with CEO Pat Gelsinger about Intel’s progress in his tenure, and why he believes that Intel can compete with TSMC for process leadership. Plus, mistakes that were made, why Intel needs the CHIPS Act, and why AI is good for Intel.
An interview with Gregory Allen about the updated China chip ban and how Washington’s thinking has evolved over the last year, both because of China’s response and because of AI.
Moore’s Law is not yet dead, nor is Moore’s Precept, even if AI computes differently. Addressing both is the key to succeeding with the China chip ban.
Adobe Max was all about AI, with no mention of Figma. Adobe would still like the latter, but it is much better positioned to do without it thanks to its integration of Firefly. Plus, why marking content will matter for humans than AI.
Apple’s iPhone event was better than it seemed, especially if you ignore a misguided video. Then, the iPhone gets another price cut.
Huawei’s new smartphone with a 7nm chip shouldn’t be a surprise; understanding why explains why the U.S. shouldn’t over-react.
An interview with Doug O’Laughlin and Dylan Patel about Google, Nvidia, AWS, ASICS, AMD, and the current status of AI.