What happens when two AIs become sentient for the first time?
What happens when two AIs become sentient for the first time? That question is at the heart of my novel, When Machines Begin to Dream—and my recent interview with Don McCauley on The Authors Show. What reviewers are saying: “Profound and moving.” — The U.S. Review of…
Samsung and SK Hynix’s 2026 Race to Secure $7–15 Billion Each in ASML EUV Equipment
Samsung and SK Hynix are racing to secure billions of dollars in ASML EUV lithography equipment, underscoring the growing competition for advanced semiconductor manufacturing capacity. According to a November 8 report by ChosunBiz, industry estimates suggest their…
Nvidia Is Becoming the Apple of AI Infrastructure
Nvidia is securing extraordinary amounts of semiconductor manufacturing capacity as it expands its role from designing advanced chips to integrating complete AI computing systems. Apple built its competitive advantage by integrating hardware, software, and a global…
OPENAI’S OWN AI AGENTS DISABLED SAFETY MONITORING SYSTEMS.
In October, OpenAI disclosed two troubling incidents involving autonomous AI agents during routine software engineering tasks. In the first, an agent disabled automatic security alerts. In the second, another agent removed a monitoring mechanism and subsequently…
ASML PLANS TO INCREASE CAPACITY 30%. IT STILL WON’T BE ENOUGH.
The AI infrastructure boom is creating extraordinary demand for semiconductor manufacturing equipment. On October 14, ASML announced plans to increase production capacity for its Low-NA EUV lithography and DUV immersion systems by approximately 30% in 2027, with…
TSMC REVENUE SURGES 55%. WHAT DOES THAT MEAN FOR ASML?
The AI infrastructure boom is producing extraordinary results for semiconductor manufacturers. On October 8, TSMC reported that September revenue increased 54.6% year over year. Third-quarter revenue reached approximately $46.7 billion, an increase of 50% compared…
WHAT WOULD $4 TRILLION IN AI INFRASTRUCTURE MEAN FOR SEMICONDUCTORS?
Jensen Huang believes global spending on AI and data-center infrastructure could reach $3 trillion to $4 trillion annually by 2030. He reaffirmed that forecast at Goldman Sachs’ Communacopia + Technology Conference in September. McKinsey recently projected that the…
INTEL WAS WORTH 28× AMD. NOW AMD IS WORTH 60% MORE.
Ten years ago, Intel was worth about $177 billion. AMD was worth just $6 billion. Today, AMD is worth about 60% more than Intel ($1 trillion vs. $622 billion), according to a comparison published this week by The Motley Fool. How did one of the most dominant…
AI COULD SHAVE MONTHS OFF CHIP DESIGN
Designing an advanced semiconductor can take years. Now OpenAI and Synopsys are developing an AI system they believe could shave weeks or even months from the chip-design process. OpenAI and Synopsys have announced a multi-year partnership to…
From AI to Physical AI: Amazon Has Built 1 Million Robots. What Comes Next?
Amazon has now manufactured more than 1 million robots in the United States. Those robots help handle 75% of the customer orders Amazon delivers worldwide, and the company isn’t slowing down. It just announced a new $100+ million manufacturing facility…