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Arm’s CSA, Neoverse CSS, and Total Design as a framework for multi-vendor chiplet ecosystem alignment Chiplets are an important semiconductor industry topic we’ve been covering, most recently here: Chiplets. Breaking a complex system-on-chip into smaller, specialized dies improves yield and allows e
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Backed by Every Major HBM and Foundry, Built by Networking Pioneers It’s been a while since we checked in on semiconductor startups, but they remain one of the best ways to glimpse the industry’s future. What problems are they solving, and what clever approaches are they taking? With connectivity st
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Amazon stock depends on AWS, but AWS is struggling with GPU shortages, power constraints, and slow growth The cloud wars are heating up, and it’s not looking good for AWS. From the earnings call over the past weeks. Among the three hyperscalers, Amazon is by far the most dependent on its cloud busin
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Also: Google vs OpenAI, vs Meta, and risks For the last year, one of the most persistent narratives in tech has been that generative AI will make Google Search obsolete. After all, if an AI can answer your question directly, why click on a link? And if nobody clicks, Google’s ad business collapses.
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Before WWDC, Bloomberg said Apple’s AI efforts need to “catch up to leaders like OpenAI and Google.” This assumes Apple is running the same AI race as OpenAI and Google. Is it? And after WWDC, The Wall Street Journal declared that “Apple fails to clear a low bar on AI”. This implies a clear standard
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A year ago, if you asked me whether enterprise GenAI was real, I’d say maybe. There were surely many proofs of concept, but feasibility and value weren’t clear. Now? It’s real. Let’s walk you through what changed and what it means for Nvidia, Dell, and AMD. Reasoning Enables AI Factory Era From Trai
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In a previous post, we traced the history of semiconductor integration and its limits: The Long Arc of Semiconductor Scaling. We’ll revisit these limits and then discuss the solution: chiplets! SoC Problems System-on-chips (SoCs) have become dominant by integrating multiple functions into a single d
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At Microsoft Build this week, agentic AI stole the spotlight. But for me, an older story felt more important: Windows. As I jogged along the Seattle waterfront each morning, I kept returning to the question Can Windows matter again? I think it can. To see why Windows can matter again, let’s first re
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One line from Qualcomm’s recent earnings call caught my ear: We delivered QCT automotive revenues of $959 million, reflecting 59% year-over-year growth on increased content in new vehicle launches with our Snapdragon Digital Chassis platforms. Source Nearly $1 billion in quarterly revenue, growing 5
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I planned to write a chiplets explainer this week while traveling to and from CadenceLIVE in San Jose… but I got sucked into the broader chiplets backstory while doing research. After all, chiplets are a semiconductor manufacturing and scaling story of sorts! So I’m pivoting. This post shares the fu
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I attended Intel Foundry’s Direct Connect in San Jose this week, where it was evident the company is shedding its old top-down, Intel-knows-best approach. I saw humility, acknowledgment of past missteps, and meaningful customer and partner engagement. Credit goes to the new leadership with external
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Transformer neural nets are quickly making robotics way more useful. See Physical Intelligence’s video they dropped yesterday, where their robot cleans kitchens and bedrooms in homes it was never trained on! And check out this video from XPENG recapping what they discussed at the ongoing Auto Shan