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
Author: Jonah McLeod
Who’s Buying America’s Foundry Future?
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
Reimagining Compute in the Age of Dispersed Intelligence
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
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
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 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
Disaggregating LLM Inference: Inside the SambaNova Intel Heterogeneous Compute Blueprint