Terafab—Tesla and SpaceX semiconductor factory
Tesla et al. becomes more vertically integrated.
Supply, the growth limiter, not circular investment
Supply chain management is as important today as design.
Remember optical computing? It’s here
Q.ANT goes into mass production with their photonic processor.
Nvidia is (re)-proving the Jevons paradox
The more you buy, the more you save.
Nvidia leads and shapes the AI industry
No corner of the market is left untouched.
AMD and Samsung partnership on AI memory
Can’t be too rich, too thin, or have too much memory.
Nvidia’s Groq tie-in
Why Nvidia keeps making smart decisions.
Nvidia GTC 2026 keynote
The AI leader shows how it will continue to lead.
Google Coral NPU used by Synaptics
Designed for multimodal device inference AI applications.
Google TPU roadmap & custom silicon scaling
Standing up to its main supplier.
Meta’s AI chips epitomize hybrid hyperscalers
MTIA targets inference at scale agnostically.
Begging for chips
Supply chain takes the lead in importance.