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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China and Rare Earth Metals, Chips and Rare Earths, The U.S.’s Self-Inflicted Challenge
China is instituting controls on rare earths, which are essential for technology, that look like chip controls; we can fix the problem by building, but we might not be able to.
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An Interview with OpenAI CEO Sam Altman About DevDay and the AI Buildout
An interview with OpenAI CEO Sam Altman about the infrastructure buildout, expanding ChatGPT, and the vision that unites it all.
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OpenAI’s Windows Play
OpenAI is making a play to be the Windows of AI: the all-encompassing platform that controls both hardware supplier and software developers.
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Nvidia and Intel, Tan’s Earnings Call Negotiation, Deal Specifics
Intel and Nvidia have made a historic deal; it’s good for Intel (and Nvidia), but doesn’t solve their — and the U.S.’s — fundamental problems.
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An Interview with Dan Kim About Intel, Nvidia, and the U.S. Government
An interview with Dan Kim about the CHIPS program, why the U.S. took a stake in Intel, and the fraught dispute about Nvidia and China.
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Nvidia Earnings, Moats and China, Nvidia vs. the AI Labs
Nvidia’s earning continue to be governed by supply — and reasoning models make that even more the case. Plus, why Nvidia is so desperate to get back into China.
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U.S. Intel
The U.S. taking an equity stake in Intel is a terrible idea; it also happens to be the least bad idea to make Intel Foundry viable.
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China AI Chips, A China Chip Control Framework, Whither HBM
President’s Trump plan for the U.S. to get paid by Nvidia and AMD for China exports is dubious, but overall policy is headed in the right direction.
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Tesla and Samsung, Customer Service and Intel, The U.S. Semi Supply Chain
Tesla is making future chips with Samsung, likely cementing the Korean company as the industry’s second supplier.