Part III: The evolution to AI GPUs
CUDA, Tensor Cores, and NPUs rewrote computing history.
Supply, the growth limiter, not circular investment
Supply chain management is as important today as design.
SIMD started it, SIMT improved it
50 years later, a GPU replaces a room-sized supercomputer.
Samsung Galaxy Z Trifold proves Peddie’s Law
The more you can see, the more you can do.
First made-in-USA Blackwell rolls out
TMSC proves its fabability is transferable.
Meta swallows Rivos—now what?
Lots of hints, rumors, and leaks to suggest Meta’s ambitions for Rivos may go beyond adding to Meta’s technology portfolio.
Apple’s A19 and upcoming M5 chips
Different platforms, similar specifications.
OpenAI adds to the 895 AI gadgets list
Company developing pocket-sized AI thingy.
Google’s Tensor G5 AI chip
High AI performance, low power consumption.
AI servers become Foxconn’s biggest revenue generator
Long-term partnership with Nvidia for servers pays off.
WWDC 25: Apple puts on a happy face
The latest developer conference puts Apple back on track for a new generation of products.
Intel’s R&D-to-sales ratio outpaces all others
If Intel spins off its fab, its R&D ratio may drop.