by Jeffrey Cooper | Aug 24, 2025 | AI, Semiconductors, Technology
Key Insight Nvidia’s Rubin architecture, featuring six newly taped-out chips built on TSMC’s advanced 3nm process, signals a complete technology overhaul and a strategic bet on TSMC’s manufacturing leadership, with trial production already underway as of August 2025....
by Jeffrey Cooper | Jul 29, 2025 | AI, Technology
Apple Inc.’s top executive in charge of artificial intelligence models is leaving for Meta Platforms Inc., another setback in the iPhone maker’s struggling AI efforts. Ruoming Pang, a distinguished engineer and manager in charge of the company’s Apple foundation...
by Jeffrey Cooper | May 12, 2025 | AI, Technology
The online giant bought a mysterious chip startup 10 years ago. It now looks like one of the smartest deals in tech history. The $350 Million Bet That Powers Amazon’s AI Ten years ago, a discreet barroom meeting between Annapurna Labs co-founder Nafea Bshara and...
by Jeffrey Cooper | Apr 19, 2025 | AI, Business, Semiconductors
Intel’s new CEO, Lip-Bu Tan, is flattening the company’s leadership structure in a sweeping move to revive the struggling semiconductor giant. Key chip groups will now report directly to Tan, while Sachin Katti, previously head of networking chips, has been named...
by Jeffrey Cooper | Mar 27, 2025 | AI
OpenAI is reportedly finalizing a record-breaking $40 billion funding round, led by SoftBank Group Corp., with participation from Magnetar Capital, Coatue Management, Founders Fund, and Altimeter Capital. This round could value OpenAI at $300 billion—nearly double its...
by Jeffrey Cooper | Feb 28, 2025 | AI
Stanford professor Stefano Ermon and his company, Inception, have developed a novel AI model that could redefine text generation. Unlike traditional large language models (LLMs), which generate words sequentially, Inception’s diffusion-based language model (DLM)...
