CHIPS & AI
Intel 3: The First Node Built to Be Sold
Intel 3 marks a pivotal point in Intel's strategy, serving as its first foundry node designed for external customers. As the company…
CHIPS & AI
CONSUMER TECH & HARDWARE
Computex 2024: Copilot+ PCs Launch, Cristiano Amon and Satya Nadella Redefine the PC
Computex 2024 in Taipei was dominated by a single story: the launch of Copilot+ PCs, which heralded a significant shift in the…
CONSUMER TECH & HARDWARE
European Market Collapse: From Fan Favorite to “Why Bother?”
By June 2024, the European OnePlus community has largely dispersed, moving to rival brands like Nothing, Pixel, and Xiaomi. With increased competition…
CONSUMER TECH & HARDWARE
The AI Hardware Split: Edge vs Datacenter, and Where I’m Placing My Bet
May 2024 brought three announcements that clarify where enterprise AI infrastructure is heading, and I'm placing my bet on edge computing over…
AI
Your AI Revolution Is Waiting in a GPU Queue
Agentic AI, quantum computing, and biotech drug discovery are all racing for the same finite pool of data center silicon. The bottleneck…
AI
Google Gemini 1.5 Pro, OpenAI’s Multi-Cloud Strategy, and Microsoft’s AI Ethics Framework: Enterprise AI Enters a New Phase
Google's Gemini 1.5 Pro extends AI context to 2 million tokens, OpenAI expands beyond Azure to multi-cloud deployment, and Microsoft releases its…
AI
Google Gemini 1.5 Pro: The Cloud Reasoning Play and Why It Matters for On-Device AI
Google's Gemini 1.5 Pro delivers real multimodal reasoning gains. It is also a cloud play in an era when on-device inference is…
CHICAGO
Belvidere’s Revival and the Illinois EV Corridor’s Second Act
The Illinois EV corridor's revival centers on saving Belvidere's plant, idled in 2023, through UAW negotiations and federal funding. This complex struggle…
AI
SMIC 5nm: Pushing DUV Past Reason
SMIC 5nm means leading-edge logic on DUV at punishing cost, driven by China's need to build Huawei's Ascend AI chips after the…
FOREIGN DIRECT INVESTMENT
Intel’s CHIPS Act Award: $8.5 Billion to Rebuild American Semiconductor Leadership
Intel’s reception of a preliminary $8.5 billion award under the U.S. CHIPS and Science Act in March 2024 marked one of the…
CONSUMER TECH & HARDWARE
Xbox Shuts Down Arkane Austin and Tango Gameworks
On May 7, 2024, Microsoft's closure of several gaming studios, including those from the Bethesda deal, sent shockwaves through the gaming community,…
CONSUMER TECH & HARDWARE
Qualcomm Q2 FY2024: Revenue Up 9%, Snapdragon X Elite Copilot+ PC Wave Incoming
Qualcomm’s Q2 FY2024 results continue the recovery narrative, with $9.4 billion in revenue, marking a significant 9% year-over-year increase. This positive trend illustrates the…
AI
Gemini 1.5 Pro and the Million-Token Enterprise Play
Google Cloud's Gemini 1.5 Pro and Intel's new AI chips intensify cloud AI competition. Discover the latest in enterprise AI...
CHIPS & AI
Ray-Ban Meta’s Multimodal AI Update: The Software Moat
Meta AI goes multimodal on the Ray-Ban Meta glasses with visual understanding and video calling, proving the software upgrade cycle is the…
FOREIGN DIRECT INVESTMENT
Samsung’s Texas Bet: A $44 Billion Semiconductor Hub Takes Shape
Samsung’s decision to build its most advanced U.S. semiconductor fab in Taylor, Texas, is one of the defining FDI stories of the…