by Jeffrey Cooper | Aug 28, 2026 | AI, Business, Semiconductors
Nvidia has generated roughly $193 billion in net income over the past 12 months, giving Jensen Huang something few CEOs in history have possessed: the resources to pursue enormous opportunities almost anywhere he sees them. This week offered a striking example....
by Jeffrey Cooper | Aug 23, 2026 | AI, Business, Economy, Semiconductors
Beginning in the late 18th century, the Industrial Age made physical power scalable. Beginning in the late 20th century, the Information Age made information scalable. Now, the Intelligence Age is making intelligence scalable. Human intelligence has always been...
by Jeffrey Cooper | Aug 18, 2026 | AI, Business, Economy, Semiconductors, Technology
The scale of investment in artificial intelligence is extraordinary. According to a recent Wall Street Journal analysis, nine of the world’s leading technology companies have accumulated more than $3 trillion in off-balance-sheet commitments, much of it...
by Jeffrey Cooper | Jul 28, 2026 | AI, My book, Robots, Semiconductors, Technology
“A rare sci-fi novel that kept me glued to its pages from the beginning to the end.” — Olga Markova, Readers’ Favorite ★★★★★ For more than thirty years, I worked in advanced technology, watching artificial intelligence evolve from an academic...
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...
