by Jeffrey Cooper | Sep 6, 2026 | Semiconductors
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...
by Jeffrey Cooper | Aug 30, 2026 | AI, Business, Economy, Robots, Semiconductors, Technology
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...
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 | Aug 9, 2026 | Business, Robots, Semiconductors, Technology
When Elon Musk first described Terafab, the scale was difficult to comprehend. A semiconductor manufacturing complex potentially exceeding 100 million square feet, eventually representing as much as $119 billion in investment. With Elon Musk, however, even the most...
