Most crypto forty-niners died broke in a warehouse full of their computing rigs. Former Ethereum miner CoreWeave took its gold to Wall Street. On June 22, 2026, it joined the Nasdaq-100 — fifteen months after its IPO, nine years after its founders assembled their first GPU rig in a New Jersey office.
The people who built the physical… Read More
Based on Dylan Patel’s SEMI Industry Strategy Symposium (ISS): Tokens to Infrastructure presentation, one of the most important themes is the emergence of the AI Economic Stack, where every layer of artificial intelligence—from semiconductor manufacturing to cloud infrastructure, model providers, and applications—is… Read More
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
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
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
Hot on the heels of DVConUS 2025, the 35th annual Synopsys User Group (SNUG) Conference made its mark as a defining moment in the evolution of Synopsys—and the broader electronic design automation (EDA) industry. This year’s milestone event not only underscored Synopsys’ continued innovation but also affirmed the vision… Read More
AI is here, there, and absolutely everywhere – now and forever.
The electronics industry, and the world at-large, have experienced an overwhelming amount of AI coverage this year, with no letup in store for 2024. Both EE Times and Silicon Catalyst have recently staged events around artificial intelligence:
Last week Synopsys announced their next step in generative AI (GenAI) in Synopsys.ai Copilot based on a collaboration with Microsoft. This integrates Azure OpenAI together with existing Synopsys.ai GenAI capabilities to extend Copilot concepts to the EDA world. For those of you unfamiliar with Copilot, this is a development… Read More
Tis the season for transformer-centric articles apparently – this is my third within a month. Clearly this is a domain with both great opportunities and challenges: extending large language model (LLM) potential to new edge products and revenue opportunities, with unbounded applications and volumes yet challenges in meeting… Read More
