semiconductors

I last published an update to my book on Moore’s Law in 2021.  Bad news. It’s obsolete. I didn’t do...

I look for Nvidia to hit a peak soon. I look for Amazon’s value to keep rising.

No matter how much you may want it, a war between China and the U.S. would be a disaster. If...

If you want to understand today’s tech, and its global tensions, forget AI. Think about EUV. Think about the Dutch...

It’s not AI. AI is software which runs on hardware. Hardware may be software, but it must be manufactured to...

Machine learning can increase productivity, but it can also create new capabilities beyond words and pictures.

This could be the beginning of the end of Silicon Valley.

Step back. Look for a big problem. Look for an open source project that’s addressing it. Then work on that.

Computing is moving into the air.

The business of America waits on no man, and no company. We just ask, what’s next?