by Jeffrey Cooper | Oct 4, 2026 | AI, Semiconductors
Jensen Huang believes global spending on AI and data-center infrastructure could reach $3 trillion to $4 trillion annually by 2030. He reaffirmed that forecast at Goldman Sachs’ Communacopia + Technology Conference in September. McKinsey recently projected that...
by Jeffrey Cooper | Oct 3, 2026 | Semiconductors, Technology
Ten years ago, Intel was worth about $177 billion. AMD was worth just $6 billion. Today, AMD is worth about 60% more than Intel ($1 trillion vs. $622 billion), according to a comparison published this week by The Motley Fool. How did one of the most dominant...
by Jeffrey Cooper | Oct 1, 2026 | AI, Semiconductors
Designing an advanced semiconductor can take years. Now OpenAI and Synopsys are developing an AI system they believe could shave weeks or even months from the chip-design process. OpenAI and Synopsys have announced a multi-year partnership to...
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....
