Chips
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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.
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Understanding the path the semiconductor industry took to today both shows where China needs to go and also explains why the risks for geopolitical conflict are higher than ever.
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TSMC showed the power of modularization, and now they are core to the U.S. national security strategy.
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Nvidia Earnings; Power, Scarcity, and Marginal Costs; OpenAI Hand-wringing
Nvidia earnings are the wrong place to look for evidence of an AI bubble; the company’s margins should be safe if power is the limiting factor.
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Gemini 3, Winners and Losers, Integration and the Enterprise
Gemini 3 is out, and looks to be state of the art. What does that mean for everyone else in the AI space, and what markets might Google win?
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Microsoft Earnings, CoreAI/MantleAI, Additional Notes
Microsoft declares independence from OpenAI and sketches out its future role building scaffolding for AI. Plus, Windows is tiny now.
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Amazon Earnings, AWS and OpenAI, Did Amazon Solve Groceries?
Amazon says the constraint right now is power, not chips; it’s giving plenty of the latter to OpenAI. Then, Amazon solves groceries by getting faster tat delivering everything else.
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An Interview with Substrate CEO James Proud About Building a Disruptive Foundry in America
An interview with Substrate CEO James Proud about X-ray lithography, disrupting TSMC, and betting on American innovation.
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Nvidia GTC in DC, Qualcomm’s AI Chip, OpenAI’s Restructuring
Nvidia makes its pitch to DC to preserve its CUDA moat, which also explains the challenges facing Qualcomm’s new chip. Then, OpenAI’s restructuring and Microsoft’s collar trade.
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TSMC Earnings, The TSMC Brake, Intel Earnings
TSMC’s earnings reinforce the possibility that TSMC’s willingness to invest is real governor on the AI bubble. Intel needs to provide some competition.
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An Interview with Gracelin Baskaran About Rare Earths
An interview with Dr. Gracelin Baskaran about rare earths: how did the U.S. become dependent on China, and how do we fix the problem going forward?
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OpenAI and Broadcom, ChatGPT and XPUs, AMD and Nvidia
OpenAI’s deal with Broadcom makes perfect sense, because OpenAI already knows exactly what workloads it needs to optimize.