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Nvidia has surged past a staggering $5 trillion market valuation, cementing its position as the most valuable semiconductor company in history and one of the largest corporations in the world. The milestone underscores how the global artificial intelligence boom has reshaped the technology...
Nvidia has an investment arm called NVentures which is very active in the VC world. I know some of their investments, mostly AI as you could imagine. These investments are in the millions versus the billions Nvidia is now investing but wow, GO NVIDIA!
https://www.nventures.ai/
Microsoft and OpenAI Announce Landmark Deal
On October 28, 2025, Microsoft and OpenAI revealed a transformative agreement that restructures OpenAI into a public benefit corporation (PBC), valuing the AI leader at an staggering $500 billion. This move grants OpenAI greater autonomy in its...
This is not confirmed. Rejoining Intel will also bring him great shame in Taiwan. Does he really want that to be part of his legacy? The man is 75 years old.
Dr. Wei-Jen Lo: TSMC's Semiconductor Pioneer
Dr. Wei-Jen Lo (Chinese: 羅偉仁) is a distinguished semiconductor executive whose 21-year tenure...
The source article:
Exclusive: Shocking! Former TSMC Senior Vice President Luo Weiren Rumored to Head R&D at Intel
[Reporter Hong Youfang/Hsinchu Report] Luo Weiren, former senior vice president of technology research and development and corporate strategy development at TSMC, just retired at...
The celebration showcased how manufacturing the world’s AI technology stack in America will fuel innovation and bolster the US supply chain.
October 17, 2025 by NVIDIA Newsroom
AI has ignited a new industrial revolution.
NVIDIA and TSMC are working together to build the infrastructure that...
Intel’s definition of PDK 1.0 tracks with Samsungs definition. TSMC’s definition of a .5 PDK tracks with Intel and Samsung 1.0.
I predict the Intel 14A PDK quality will track with TSMC’s version versus Samsung, Lip-Bu knows the difference.
The AI inference chips are named:
AI200: Set to launch in 2026, available as individual chips, PCIe cards, or full liquid-cooled server racks, featuring Qualcomm’s Hexagon Neural Processing Unit (NPU) and supporting up to 768GB of LPDDR memory per card.
AI250: Scheduled for release in 2027...
On October 27, 2025, Qualcomm unveiled the AI200 and AI250, next-gen AI inference chips set to launch in 2026 and 2027, respectively, accelerating its data center ambitions. Tailored for cost-effective AI deployment, these chips challenge Nvidia’s 80% market dominance with lower total cost of...
I agree completely about Youtube. I am a big user for sailing and aviation videos. I watch "Pilot Debrief" quite a bit and "Waterline Stories". It is best to learn from other people's mistakes. Even though I am subscribed I keep getting videos I have already watched and the advertising nonsense...
On last week's call:
"Capacity constraints, especially on Intel 10 and Intel 7, limited our ability to fully meet demand in Q3 for both data center and client products," said David Zinsner, chief financial officer of Intel.
I was a little surprised by this. Equipment shortages? Yield? High...
BK was the worst Intel CEO. At least Pat rallied the troops.
I beg to differ on the automatic car issue. I drove two Manuel Porsche 911s and it really sucked in traffic, especially on the Sunol grade! I now drive a 911 with a 7 speed automatic which is a dream. Faster than the sticks and so...
I remember Tabula, I knew some people there. I worked for another FPGA start-up GateField. One of the founders of Tabula worked for Cadence (Steve Teig). They raised $200M+ which was a huge amount of money back then. It was a pretty high profile rise and fall. The big thing I learned at...
Lip-Bu is taking a page from the TSMC playbook. He will sign 6 big customers and have them teach Intel how to succeed in the foundry business. Lip-Bu also waved the American flag on the most recent investor call:
Intel CEO Doubles Down on Government Partnership as "Essential" to Chipmaker's...
Colossus 2, xAI’s audacious AI datacenter in Southaven, Mississippi, is no ordinary facility—it’s the world’s largest AI gigafactory, housing nearly a million NVIDIA Blackwell GPUs and consuming up to 1.2 gigawatts, enough to power over two million homes. Transformed from an abandoned factory in...
You are right about Chiping, I worked with him at Avanti. Chiping did not negotiate the deal. Charlie Huang was involved as well. I know Charlie too. Let's say it was a team effort. Anything that goes wrong the CEO is blamed so the CEO should get credit too.
One experience I had Lip-Bu and foundries was when he first joined Cadence. TSMC did not have a great relationship with Cadence at that time but Lip-Bu turned that around in a hurry as a customer and a partner. I saw Lip-Bu in Taiwan more than Silicon Valley. Having TSMC as a customer is big for...
Samsung 3nm had no customers due to a horrible PDK so 3nm was later renamed to Samsung 2nm. In my opinion Intel was first to HVM with GAA and TSMC will be a close second. I only count a process node when products ship. I do not count Intel 20A for example so there was no 5N4Y.
TSMC did develop...
