Semiconductors

Hyperscaler AI Custom Chips (ASIC), CPUs and Networking Initiatives

Breaking down the supply chain of hyperscaler AI custom chip development

May 14 •

ASML: The $360B EUV Lithography Equipment Giant

Highlighting the importance of ASML's EUV Lithography technology in semiconductor manufacturing and in designing AI chips

May 3 •

Synopsys and Cadence: The $160B Unsung Giants of Semiconductor Design

Discussing the role of EDA in AI infrastructure and chip design

Apr 18 •

and

Astera Labs IPO: S-1 Teardown

How the newly public $10B+ semiconductor connectivity player in AI servers is changing the data center

Mar 30 •

The Major Computing Cycles: from IBM to NVIDIA, CUDA and the Generative AI age

Charting the Evolution of Computing: From Mainframes to AI Revolution and the Rise of Vector Databases

Mar 20 •

$150B+ of Annual CAPEX: The trends in Capital Expenditures by Hyperscaler Tech Giants

Behind the trends in the AI hardware and data center investment supercycle of the trillion dollar tech hyperscalers

Mar 7 •

"Start-up Nation": An incomplete history and profile of Israel's rise in Cybersecurity

Covering the origins of Israel's cybersecurity ecosystem, including key companies, rising stars, notable acquisitions, and key ecosystem players

Feb 21 •

The History of the GPU and Insights on the Future of AI Compute

Historical and forward looking perspectives from Raja Koduri on the future of Hardware / Software for developers

Jan 29 •

What does TSMC do?

Discussing the paramount player in the semiconductor supply chain: covering business model, founding story, customers and competitors, the role of AI…

Jan 25 •

Synopsys' $35B Bid for Ansys: A Strategic Move in AI Chip Design and Auto, Aerospace and Engineering

Adding simulation to Synopsys' EDA product portfolio for semiconductors

Jan 10 •

2023 Year in Review: The Great GPU Shortage and the GPU Rich/Poor

NVIDIA becomes the 5th hyperscaler to join the $T+ market capitalization club driven by surging demand from clouds, GPU clouds, big tech and AI startups

Jan 4 •

NVIDIA's $10B+ Revenue Networking Business: How the $6.9B acquisition of Mellanox in 2020 defined AI in the data center

Discussing NVIDIA’s entrance into the networking business and how bundling networking+GPUs as an end-to-end solution led to dominance in the data center

Dec 6, 2023 •

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