AMD AIPs are going to have a great 2H ’26
Lots of promised deals in the pipeline
With 120 to choose from, OpenAI wants a different one
OpenAI commissions Broadcom to build YAAIP (yet another AI Processor).
EdgeCortix AI processor company lined up for IPO
Claims they can ease AI’s massive computing energy needs.
AI processor sales are moving all the needles
Investments in infrastructure exceeding trillions of dollars.
121 AI processor companies! Where are they?
121 companies, $73.5 billion invested—Jon Peddie Research maps the global AI processor explosion.
Chinese AI GPU needs and ambitions
Will Nvidia be a minority player in five years?
AI processor start-ups received $13.5 billion from 118 VCs
Publicly held companies outspend start-ups on AI processors by 444%.
Tesla’s Dojo, alas, we knew ye not well
Mercurial Musk massacres the Krell Machine.
America’s AI Action Plan: Winning the race
Forcing China to replace ASML and upgrade its own fabs.