Topic

Chips

Semiconductor strategy and the AI hardware race — Nvidia, AMD, custom silicon, foundry capacity and interconnect economics.

Anthropic's $6 Billion Decart Bet

How a reported Decart acquisition signals that the AI arms race is quietly shifting from building bigger models to serving cheaper tokens.

How Nvidia AI chips came to run the data center, why CUDA locks customers in, and the concentration and competition risks that could crack the moat.

TSMC makes nearly every advanced AI chip. Inside its foundry dominance, the Taiwan geopolitics, and the risks of that supply concentration.

AMD AI chips are chasing Nvidia with the Instinct MI300 line. We break down the ROCm gap, key customers, and whether AMD can win real share.