Over a few years, investment worth 500B

Nvidia is working with partners to manufacture AI supercomputers entirely in the U.S. Together with leading manufacturing partners, the company has commissioned more than a million square feet of manufacturing space: facilities in Arizona will build and test NVIDIA Blackwell chips, while those in Texas will assemble the AI supercomputers. Jensen Huang is bringing some jobs back.

Tan's first big move

Intel Corporation's new CEO Lip-Bu Tan's first big move was to sell 51 percent of Altera to SilverLake at an $8.75 billion valuation. The company still retains 49 percent. Intel acquired Altera in 2015 for approximately $16.7 billion.

EPYC 5th Gen 3nm manufacturing in TSMC Arizona

AMD has made an important announcement regarding its EPYC data center CPUs. The company confirmed the successful tape-out of its CPU codenamed "Venice," which is part of the EPYC line.

A Year of Innovation

2024 proved to be a particularly exciting year for the mobile computing landscape, culminating in significant advancements even in the final days of December. This retrospective summarizes the standout mobile CPU products that shaped the year.

Andre Seznec, a star of branch prediction

After decades of dominance of X86 in the big core area, Arm cores from Arm, Apple, and now Qualcomm are making a big entrance to the market. As an alternative, it looks like SiFive, a leader in high-performance RISC-V cores is building a big core. It ought to be the highest performance Risc V core and a star engineer Andre Seznec has been hired as a Fellow to help out. Andre Seznec, a prominent figure with a branch prediction, has joined the company to help build the new core.

Great name for a dev computer

SiFive and generally RISC-V  are recently getting a lot of attention. With ARM and X86 well established in the market, many see RISC-V as a healthy alternative. The company is pacing out strongly as it stands out with its broad portfolio and being produced in silicon with billions of devices shipped,  from the many RISC-V competitors. Now the company announced the availability of the world’s highest performance RISC-V development board simply called SiFive HiFive Premier P550 board.

Physical AI for Robots, cars, buildings, infrastructure

A surprising invitation from WCIT offered the chance to attend a keynote by Rev Lebaredian, Vice President of Omniverse and Simulation Technology at NVIDIA, and to learn more about Armenia's flourishing startup scene.

Preorders weaker than predecessor

Enthusiasm over the new iPhone 16 series with a new shutter button and unclear Apple Intelligence (AI) strategy led to much lower iPhone 16 preorder numbers compared to the iPhone 15 generation. The numbers are lower in the EU as well as worldwide.

For chip manufacturers, not Sony

Reuters broke an exclusive story about Intel losing the PlayStation 6 deal to AMD. My argument is that it is hard to lose something that you didn’t have. What actually happened is that Intel simply didn’t want to go lower than AMD to secure the deal. The process is called negotiation. Sony as any other business will give the business away to a competitor at a lower price than it is paying right now.  

Exclusive: Data center first strategy

Strix point, Ryzen AI 300 is a promising product that replaced the Hawk point Ryzen 8000 series but 2024 was not that kind for AMD consumer business unit in general. A design decision to use data center optimized cores (Zen 5) in notebooks and prioritize data center products and wafers left AMD in a position where Qualcomm managed to get more partners excited about its Snapdragon X Elite / Plus series.