17+ hour, 3+ min ago  (611+ words) At the ISSCC Plenary sessions on Monday February 16 Dr. Rick Tsai, CEO of MediaTech spoke about the impact of AI on semiconductor innovations. As shown in the charts below cloud data center spending is expected to increase by 87% between 2025 and…...

1+ mon, 4+ day ago  (340+ words) One of the most important books on the U.S. and China's battle for AI supremacy was written by Kai Fu Lee. I have the privilege of knowing Mr. Lee, and his book has had a big influence on my understanding of…...

2+ mon, 3+ week ago  (654+ words) What's the difference between a GPU and a TPU? It's a wonkish question, to be sure, but one that has a lot of interesting applications to the AI arms race, where companies are trying to be the go-to for hardware…...

2+ mon, 3+ week ago  (332+ words) Zhang Jianzhong, founder of Moore Threads Technology, has joined the billionaire ranks as shares of his Chinese AI chipmaker soared over 420% on its Shanghai market debut amid optimism it could one day become the Nvidia of China. The 59-year-old chairman…...

2+ mon, 3+ week ago  (410+ words) Amid all the speculation and handwringing about an imminent AI bubble, we're overlooking an inconvenient truth: We are in the earliest stages of a once in a lifetime AI Supercycle. Simply put, there aren't enough wafers to meet AI demand....

2+ mon, 4+ week ago  (919+ words) In the pharma industry, when a generic drug wins approval, it creates a structural market shift. Being therapeutically equivalent to the branded drug, but 8085% cheaper, generics quickly capture volume, market share and revenue, hurting the branded drug and the shares…...

3+ mon, 5+ day ago  (270+ words) What's Fueling Results, And What Are The Hazards? The inquiry is not about the present. The present has been addressed. The inquiry is whether this structure can sustain once: Investors are beginning to urge Nvidia's largest clients to demonstrate genuine,…...

3+ mon, 1+ week ago  (489+ words) Wall Street began 2025 with expectations that Alphabet (NASDAQ:GOOG), Google's parent company, would allocate about $60 billion in capital expenditures. So where is all this funding being directed? Directly into AI infrastructure: servers, storage, power and cooling systems, along with a…...

3+ mon, 1+ week ago  (609+ words) Sven Oehme, Chief Technology Officer (CTO) at DDN, drives innovation across both current and future products. For decades, the AI infrastructure race was measured by a single equation: more compute, more speed, bigger clusters. But as AI workloads scale and…...

3+ mon, 2+ week ago  (991+ words) Anjana Susarla holds the Omura-Saxena Professorship in Responsible AI at the Broad College of Business. She earned an undergraduate degree in Mechanical Engineering from the Indian Institute of Technology, Chennai; a graduate degree in Business Administration from the Indian Institute…...