At CES in Las Vegas, Siemens and NVIDIA announced a major expansion of their long-standing collaboration, aiming to create what they term the “Industrial AI Operating System.” This ambitious initiative seeks to embed artificial intelligence deeply across the entire industrial value chain—from design and engineering… Read More
How’s that for a clickable title? It really should be called Jensen Huang’s origin story but who is going to click on that?
As podcaster myself I can say without a doubt that this was the best podcast I have listened to all year. During my 30+ EDA and IP career Nvidia was a customer on many different occasions. I do know how… Read More
Probably one of the most anticipated semiconductor investor calls was held last week and it did not disappoint. It was Lip-Bu Tan’s first full quarter since he took over as CEO. In the resulting discussions on the SemiWiki Forum I am viewed as overly optimistic of Intel’s recent pivot. That is true, I am optimistic, but my observations… Read More
Anirudh (Cadence President and CEO) had two fireside chats during CadenceLIVE 2025, the first with Jensen Huang (Founder and CEO of NVIDIA) to kick off the show, and later in the day with Lip-Bu Tan (CEO of Intel). Of course Jensen and Lip-Bu also turn up for other big vendor shows but I was reminded that there is something special about… Read More
The great things about CEO keynotes, at least from larger companies, is that you not only learn about recent advances but you also get a sense of the underlying algorithm for growth. Particularly reinforced when followed by discussions with high profile partner CEOs on their directions and areas of common interest. I saw this recently… Read More
SNUG is the premier event for Synopsys to showcase its technology and impact on the industry. This year’s SNUG did not disappoint. The two-day event packed many fantastic user presentations along with exciting news of innovation from Synopsys. Jensen Huang and Sassine Ghazi even held a live, interactive Q&A session. Compelling… Read More
Nvidia renaming to reflect AI reality
Nvidia which is now clearly seen as … Read More
After the leadership transition at the top, Synopsys had just a little more than two months before the company’s flagship event, the Synopsys User Group (SNUG) conference. The Synopsys user community and entire ecosystem were waiting to hear new CEO Sassine Ghazi’s keynote to learn where the company is going and its strategic … Read More
Five years ago Uber nearly singlehandedly wiped out the prospect of a self-driving car industry with the inept management of its autonomous vehicle testing in Phoenix which led to a fatal crash. The massive misstep instantly vaporized tens of billions of dollars of Uber’s market cap and sent the company’s robotaxi development… Read More
Before founding SemiWiki I competed with Arm on many different levels throughout my career and I have had various business dealings with them since. SemiWiki also published the definitive book on Arm: “Mobile Unleashed” which goes deep into the history of Arm and the top SoC companies (Qualcomm, Apple, and Samsung).… Read More
