Nvidia On the Mountaintop

Nvidia has gone from the valley to the mountain-top in less than a year, thanks to ChatGPT and the frenzy it inspired; whether or not there is a cliff depends on developing new kinds of demand that only GPUs can fulfill.

Arm’s F-1, Arm’s Risks, Arm’s Price

Arm’s F-1 is out, and while there is a reasonable plan for growth, its hard to justify the price Softbank is hoping for.

Apple Vision

Apple Vision is incredibly compelling, first as a product, and second as far as potential use cases. What it says about society, though, is a bit more pessimistic.

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 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.