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...
P(Doom) > 10%: Could AI Really Cause Human Extinction?
THE RISK OF EXTINCTION In AI circles, estimates of catastrophic or existential risk are often referred to as p(doom)—the probability that advanced AI could lead to catastrophe, including human extinction. The current debate erupted after researcher Jacob Coxon...
Nvidia CEO Jensen Huang Says AGI Has Arrived. Has It?
Nvidia CEO Jensen Huang made an extraordinary declaration Sunday following the release of OpenAI’s GPT-6 Astra: “AGI has arrived.” There is no question that Astra represents another remarkable advance. OpenAI reports a 99.9% score on one configuration of ARC-AGI-3, a...
TSMC Raised Its Equipment Forecast 90%. What Does That Mean for ASML?
The most important number in technology this week may be 1.9. TSMC says its estimated need for semiconductor-manufacturing equipment has risen to 1.9 times what it expected at the end of last year—and it is still struggling to keep pace with AI demand. Not...
I’m delighted to share this new assessment of When Machines Begin to Dream from The BookLife Prize.
"When Machines Begin to Dream opens with immediate urgency and never loses its momentum. Jeffrey Cooper wastes no time establishing the novel's central conflict, drawing readers into a world where corporate ambition, artificial intelligence, and ethical responsibility...
Technology Is Accelerating. AI Could Add $13 Trillion to Global GDP by 2030.
The process of technological innovation is accelerating. McKinsey estimates that AI could add $13 trillion to global economic activity by 2030. More than $3 trillion has been committed off balance sheet by nine leading technology companies, much of it...
Why do I write?
Two quotations come remarkably close to the answer. “What the imagination seizes as Beauty must be truth.”— John Keats “Fiction reveals truths that reality obscures.”— Jessamyn West I spent my professional life working with technology, and I still spend a great deal...