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...
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...
