Musk’s Orbital Compute Vision: TERAFAB and the End of the Terrestrial Data Center

Musk’s Orbital Compute Vision: TERAFAB and the End of the Terrestrial Data Center
by Jonah McLeod on 03-27-2026 at 6:00 am

Terafab Elon Musk 2026

At the TERAFAB launch event in Austin on March 21, Elon Musk made a prediction that would have sounded like science fiction a decade ago—and may still: roughly 80 percent of AI compute will eventually move off-planet.

The argument is straightforward once you accept his premises. Earth-based data centers face three hard constraints—land,… Read More


Captain America: Can Elon Musk Save America’s Chip Manufacturing Industry?

Captain America: Can Elon Musk Save America’s Chip Manufacturing Industry?
by Jonah McLeod on 03-20-2026 at 6:00 am

Elon Musk Lip Bu Tan Wafer Deal

Intel has posted three consecutive years of falling revenue and an $18.76 billion loss in 2024 alone—and the U.S. government has handed it tens of billions of dollars to fix the problem. The government money isn’t fixing the real issue, which isn’t technical. It’s cultural. Intel got slow, political, and risk-averse—the… Read More


The First Real RISC-V AI Laptop

The First Real RISC-V AI Laptop
by Jonah McLeod on 03-17-2026 at 6:00 am

DC ROMA

At a workshop in Boston on February 27, something subtle but important happened. Developers sat down in front of a RISC-V laptop, installed Fedora, and ran a local large language model. No simulation. No dev board tethered to a monitor. A laptop.

For more than a decade, RISC-V advocates have promised that the open instruction set… Read More


RVA23 Ends Speculation’s Monopoly in RISC-V CPUs

RVA23 Ends Speculation’s Monopoly in RISC-V CPUs
by Jonah McLeod on 03-04-2026 at 8:00 am

RVA23 Image

RVA23 marks a turning point in how mainstream CPUs are expected to scale performance. By making the RISC-V Vector Extension (RVV) mandatory, it elevates structured, explicit parallelism to the same architectural status as scalar execution. Vectors are no longer optional accelerators bolted onto speculation-heavy cores.… Read More


Reimagining Compute in the Age of Dispersed Intelligence

Reimagining Compute in the Age of Dispersed Intelligence
by Jonah McLeod on 02-24-2026 at 10:00 am

Yuning(lr) copy

At the 2025 RISC-V Summit, amid debates over cloud scaling and AI cost, DeepComputing CEO Yuning Liang offered a radical view: the future of intelligence isn’t in the cloud at all — it’s already in your pocket. His lunchtime conversation began with iPhones and ended with the death of the operating system. In between, he sketched … Read More


Two Open RISC-V Projects Chart Divergent Paths to High Performance

Two Open RISC-V Projects Chart Divergent Paths to High Performance
by Jonah McLeod on 02-16-2026 at 2:00 pm

yun chip hier

Up to now the RISC-V community has been developing open-source processor implementations to a stage where they can appeal to system designers looking for alternatives to proprietary Arm and x86 cores. Toward this end, two projects have emerged as particularly significant examples of where RISC-V is heading. One is Ara, a vector… Read More


The Foundry Model Is Morphing — Again

The Foundry Model Is Morphing — Again
by Jonah McLeod on 01-29-2026 at 10:00 am

SIP Market

When Morris Chang left Texas Instruments in 1983 to found TSMC, he was not merely starting a new company—he was proposing a new industrial logic. Chang recognized that semiconductor manufacturing had become so capital-intensive that it could no longer survive as just one function inside a vertically integrated company.… Read More


The AI PC: A New Category Poised to Reignite the PC Market

The AI PC: A New Category Poised to Reignite the PC Market
by Jonah McLeod on 10-20-2025 at 10:00 am

Fig 1

The PC industry is entering its most significant transformation since the debut of the IBM PC in 1981. That original beige box ushered in a new era of productivity, reshaping how corporations and individuals worked, communicated, and created. More than four decades later, the AI PC is emerging as a new category — one that promises… Read More


GlobalFoundries, MIPS, and the Chiplet Race for AI Datacenters

GlobalFoundries, MIPS, and the Chiplet Race for AI Datacenters
by Jonah McLeod on 10-09-2025 at 6:00 am

GF MIPS

GlobalFoundries’ (GF) acquisition of MIPS in 2025 wasn’t a nostalgic move to revive a legacy CPU brand. It was a calculated step into one of the most lucrative frontiers in semiconductors: AI, high-performance computing (HPC), and datacenters. As Nvidia, AMD, Intel, and hyperscalers embrace chiplet architectures, GF is betting… Read More


Yuning Liang’s Painstaking Push to Make the RISC-V PC a Reality

Yuning Liang’s Painstaking Push to Make the RISC-V PC a Reality
by Jonah McLeod on 09-24-2025 at 10:00 am

Embedded World Germany

At Embedded World 2025 in Nuremberg, Germany, on March 11, 2025, Yuning Liang, DeepComputing Founder and CEO walked onto the stage with a mischievous smile and a challenge. “What’s the hardest product to make?” he asked rhetorically. “A laptop. It’s bloody hard… but we did it. You can swap the motherboard, you can upgrade, you can’t… Read More