Every family has that one wedding where, halfway through the toasts, someone leans over and whispers “wait, who’s paying for all this?” This is that wedding. OpenAI and Broadcom are the happy couple. Apollo Global Management walked the bride down the aisle. Nvidia may have just stood up to offer a toast, a very… Read More
Author: Jonah McLeod
The Wedding of the Year: Why AI Infrastructure Financing Is Becoming a Semiconductor Story
Broadcom Told the Truth. The Market Hasn’t Heard the Rest of It Yet.
Hock Tan and his CFO Kirsten Spears logged into the June 3 earnings call with numbers that should have satisfied anyone. AI semiconductor revenue hit $10.8 billion in Q2, up 143% year over year, above Broadcom’s own forecast. Full-year AI guidance went to $56 billion. The $100 billion fiscal 2027 target was reaffirmed. By any prior… Read More
From the Selfie to Samantha: The Next Trillion-Dollar Behavior
At CES 2026, Samsung called it a “companion.” Lenovo called it “ambient intelligence.” OpenAI spent $6.4 billion on a screenless device designed to be a continuous presence in your pocket. Meta acquired Limitless, the AI pendant that had been tracking everything its wearers said and heard. Every major consumer electronics company… Read More
Is Intel About to Take Flight?
The Pan Am–Boeing playbook and what Musk’s Terafab order could mean for Intel Foundry
“We either build the Terafab or we don’t have the chips.” That’s Elon Musk, speaking to Reuters, stating a supply constraint as plainly as anyone has stated one. TSMC is sold out. Samsung is committed. The existing supply chain can’t expand fast… Read More
Who’s Buying America’s Foundry Future?
Everyone has been treating Intel as a turnaround story. What if it’s not a scheduled airline — but a charter, and Musk is the one filing the flight plan? Not just Tesla. Companies like Microsoft, Google, Meta, and Oracle are all designing their own silicon now, and their AI infrastructure depends on it. And yet they remain dependent… Read More
Intel, Musk, and the Tweet That Launched a 1000 Ships on a Becalmed Sea
Intel, Musk, and the Tweet That Launched a 1000 Ships on a Becalmed Sea
Why do professional executives running major corporations frame a major moment in their company’s history with a tweet? Jerry Sanders spent his career yelling “real men have fabs!” Now Intel has fabs–and apparently tweets about … Read More
Musk’s Orbital Compute Vision: TERAFAB and the End of the Terrestrial Data Center
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?
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
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 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
Intel 18A vs Intel 18A-P: What Is the Difference and Why Does It Matter?