AI’s future depends less on algorithms and more on the physical realities of silicon, power, capital, and geopolitics
The artificial intelligence sector has entered a new industrial phase. For two decades, the cloud business model created the illusion that computing capacity was an elastic, on-demand...
As Intel attracts billions in investment, onboarding external customers to 18A will inform the future of cutting-edge semiconductor fabrication in the United States
During the recent Intel Technology Tour in Arizona, the company shared details of its forthcoming client and server SoCs, both of which...
Editor’s note: I took a few weeks off from the column — and logged around 21,000 air miles mostly going to conferences but also seeing Lady Gaga with my wife — but we’re back! With that: I’m in the habit of bookmarking on LinkedIn, books,...
Judge dismisses remaining claims in Qualcomm licensing dispute, but Arm vows to appeal ruling
Qualcomm and its subsidiary Nuvia have secured a decisive legal victory over Arm Holdings, concluding a multi-year dispute over the scope of license agreements tied to Arm’s processor designs.
A U.S. District...
NVIDIA's investment in Intel is built on three pillars designed to reshape the industry and represents a strategic inflection point
The $5 billion Intel-NVIDIA partnership carries echoes of another unlikely moment in technology history: when Microsoft invested in a struggling Apple to stabilize the personal...
Editor's note: Qualcomm provided travel, lodging and other accomodations associated with Snapdragon Summit.
MAUI—Qualcomm CEO Cristiano laid out his vision of the near-term future today in a keynote speech at the Snapdragon Summit. Considering the idea of AI-imbued personal devices creating an "ecosystem of...
Nvidia's $5 billion stake highlights Intel’s enduring relevance in the AI era
In sum – what to know:
$5B Nvidia stake – Nvidia is investing $5 billion in Intel at $23.28 per share, becoming a major shareholder while the two firms pursue joint work on AI...
With this deal, the U.S. government has become Intel's largest shareholder
In sum – what to know:
Historic investment in Intel– The U.S. government is acquiring a 10% stake in Intel via an $8.9 billion deal, plus prior CHIPS grants, bringing the total federal support to...
The new Qualcomm chip promises AI, gaming, and camera upgrades for mid-range smartphones
In sum – what to know:
Modest performance boost, major gaming focus – Built on 4 nm with a Prime core up to 2.7 GHz, the chip delivers ~7% CPU/GPU gains and adds...
Bessent spoke on CNBC about turning Intel's CHIPS Act grants into a U.S. government stake in the company
In sum – what to know:
Taking a stake: Treasury Secretary Scott Bessent told CNBC that the U.S. government is considering converting billions of dollars of grants to...
The investment from Softbank is equal to roughly 2% of Intel
In sum – what to know:
$2B vote of confidence – SoftBank will invest $2B in Intel, becoming its fifth-largest shareholder as the U.S. chipmaker struggles to regain ground in advanced semiconductors and foundry services.
Intel...
In sum – what to know:
-Nvidia and AMD will reportedly have to pay 15% of their revenues from China AI chip sales to the U.S. government, in exchange for export licenses to be able to sell into the Chinese market.
-Raise revenues: The deal...
NXP has acquired Port GmbH to integrate industrial protocol software into its processors – as the Dutch firm seeks to assert control over the most critical point in the industrial IoT value chain: the edge.
In sum – what to know:
Strategic edge play – chip...
For Ericsson, a stake in the business could help secure long-term access to Intel silicon, which underpins much of the company’s virtualized and cloud-native infrastructure
In sum – what to know:
Intel spins off networking unit – Intel is creating a standalone company from its Network...
Tesla’s next-generation AI6 chip will be produced at Samsung’s new semiconductor fabrication plant in Taylor, Texas
In sum – what to know:
The A16 chip - Tesla has committed $16.5 billion to Samsung Electronics for production of its next-gen AI6 chip, a critical component for its...
CEO C.C. Wei says TSMC is "trying very hard to narrow the gap" between supply and demand for AI chips
Taiwan chip giant TSMC reported profits that leaped more than 61% year-over-year, driven largely by the demand for chips to fuel artificial intelligence and high-performance...
The new Qualcomm facility, staffed by scientists and AI experts in both Hanoi and Ho Chí Minh City, is part of company’s global AI research division
In sum – what to know:
AI R&D hub – The U.S. chipmaker opened a new AI research center in...
Alphawave acquisition is "complementary" to Qualcomm's CPUs and NPUs, CEO says
Qualcomm is taking aim at the data center chip space, seeking to bolster its assets with the acquisition of data center chip specialist Alphawave Semi in a transaction that values the latter company...
With Nvidia, Saab and Leonardo onboard, the Nokia-led Proactif project targets autonomous infrastructure protection across energy, transport and telecom
Nokia has been selected to lead a major European Union-funded initiative aimed at using drones and robotics to monitor and protect critical infrastructure across the...
Synopys and Ansys' merger will go forward on the condition that some assets are divested to Keysight Technologies
Semiconductor design company Synopsys is facing headwinds, as new trade restrictions from the Trump administration have forced the semiconductor design company to stop sales to China.
The...
U.S. export controls cost Nvidia billions, but a pivot to sovereign AI and surging infrastructure demand helped deliver a $44.1B quarter
Nvidia reported a record-breaking fiscal first quarter of 2026 (for the quarter ending April 28, 2025), reaffirming its dominance in the AI chip market...
At Computex, NVIDIA announced NVLink Fusion to enable “semi-custom” AI data center compute architectures; Fujitsu and Qualcomm named as launch CPU partners
The world of AI infrastructure, particularly the underlying silicon that powers so-called “AI factories,” is an increasingly competitive space. NVIDIA obviously holds pole...
The agreement between Qualcomm and Aramco Digital was formalized during the Saudi-US Investment Forum in Riyadh
In sum – what you need to know:
Qualcomm and Aramco Digital join forces on industrial edge AI – The pair will co-develop AI-powered industrial IoT solutions using Qualcomm’s hardware...
Arm reported record financial results for Q4 2025, but cautious guidance for the upcoming quarter rattled investors
Arm Holdings plc reported record financial results for the fourth quarter and fiscal year ended March 31, 2025, hitting several key milestones in revenue and profitability. However, its...
