Nvidia has blowout earnings, and a blowout valuation; CEO Jensen Huang laid out Nvidia’s bull case, but the company has motivated competitors elsewhere in the value chain.
An Interview with Qualcomm CEO Cristiano Amon
An interview with Qualcomm CEO Cristiano Amon about his history at the company, why Qualcomm is more than a mobile company, and why semiconductors are the future.
An Interview with Gregory C. Allen About China’s Chip Ban Response
An interview with Gregory C. Allen about Japan and Netherlands joining the chip ban, whether this path was avoidable, and what China is going to do next.
An Interview with Chip War Author Chris Miller
An Interview with Chip War author Chris Miller about why the U.S. succeeded in chips when the USSR didn’t, globalization and the importance of Taiwan and South Korea, and China’s prospects post chip ban.
An Interview with Nvidia CEO Jensen Huang About AI’s iPhone Moment
An interview with Nvidia CEO Jensen Huang about the impact of ChatGPT, Nvidia’s new cloud service, and how Nvidia is adapting to new geopolitical and competitive realities.
Nvidia GTC, DGX Cloud, Nvidia’s Partners
The most interesting announcement at Nvidia’s GTC conference was DGX Cloud, which represents a big shift in the value chain for Nvidia
Intel Pay-Cuts, and Revisiting the Dividend Question; Investor Honesty; AMD’s Earnings
Revisiting my Intel dividend take, and admitting I had it wrong. Then, AMD’s rapid capture of marketshare in the data center is a big problem for Intel.
Intel Earnings, Intel’s Plunging Margin, The Dividend Question
Intel’s earnings are brutal, but it is a brutal result years in the making. That mismatch between decisions and consequences probably explain why Intel continues to pay a dividend despite its need for cash.
TSMC Earnings, Geographic Flexibility, The 7nm Question
TSMC’s earnings, even when disappointing, show how strong the company’s position is. Still, there are open questions about using leading edge capacity in the future.
AI and the Big Five
Given the success of existing companies with new epochs, the most obvious place to start when thinking about the impact of AI is with the big five: Apple, Amazon, Facebook, Google, and Microsoft.