Topic

Big Tech

How Apple, Google, Microsoft, Amazon and Meta are competing on AI — the strategy behind each acquisition, partnership and platform shift.
Big Tech's AI Slowdown Pact

Big Tech's AI Slowdown Pact

How three rivals agreed to slow the pace of frontier AI development - and ran straight into antitrust law, a president who calls the risk a hoax, and a chip industry with no interest in braking.
John Karpentar AI 7 min read
Apple's Foldable Is a Silicon Play

Apple's Foldable Is a Silicon Play

How the iPhone Duo's real news is not the hinge but the A20 Pro — the first high-volume phone chip on TSMC's 2nm node.
John Karpentar Big Tech 5 min read
Nvidia's $3.5 Billion MediaTek Gambit

Nvidia's $3.5 Billion MediaTek Gambit

Nvidia invested $3.5 billion in MediaTek convertible bonds to lock the chipmaker into its NVLink Fusion standard for custom AI silicon — the latest in a pattern of Nvidia financing the very partners and customers positioned to challenge it.
Daniel Krauz Chips 5 min read

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