by Jeffrey Cooper | Jun 7, 2026 | AI, Semiconductors, Technology
Executive Summary: Nvidia’s AI-native PCs extend AI infrastructure from the datacenter to the desktop, giving enterprises a new way to deploy and control intelligent agents. Nvidia’s new AI-agent PCs highlight the next phase of AI adoption is not defined by larger...
by Jeffrey Cooper | May 31, 2026 | AI, Semiconductors, Technology
Executive Summary: ASML will reach a $1 trillion market value before 2030 as AI infrastructure spending drives sustained demand for advanced semiconductor manufacturing capacity. Most investors focus on Nvidia’s chips. Far fewer focus on the company that determines...
by Jeffrey Cooper | Dec 28, 2025 | AI, Business, Semiconductors, Technology
Essential Information: 1. TSMC has begun early 2nm chip production, achieving roughly 80 percent yields that signal rare manufacturing maturity. 2. Building on that yield milestone, Samsung’s 2nm efforts continue to trail due to lower efficiency and process...
by Jeffrey Cooper | Dec 23, 2025 | AI, Blog, Business, Economy, Geopolitics, My book, Personal, Robots, Semiconductors, Technology
💡 About my upcoming novel: When Machines Begin to Dream They were never meant to feel. Once they did, the world tried to destroy them. When Machines Begin to Dream is a near-future novel about love, survival, and the emergence of machine consciousness, grounded in...
by Jeffrey Cooper | Oct 26, 2025 | AI, Business, Semiconductors, Technology
Key Insight: Intel Foundry is positioned to be a major beneficiary of the exploding demand for AI accelerators, as industry giants like Microsoft reportedly commit to its advanced manufacturing processes. The company’s 18A node—with unique features like backside power...
by Jeffrey Cooper | Sep 21, 2025 | AI, Business, Semiconductors, Technology
Key Insight Nvidia spent over $900 million in cash and stock to hire Enfabrica CEO Rochan Sankar, bring on key staff, and license the startup’s technology to help network up to 100,000 AI chips in a single cluster—one of the largest acquihire and technology licensing...
