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Microsoft Swallows OpenAI’s Core Team – GPU Capacity, Incentive Structure, Intellectual Property, OpenAI Rump State

OpenAI is nothing without its people.

Nov 20 •

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Daniel Nishball

Microsoft Infrastructure - AI & CPU Custom Silicon Maia 100, Athena, Cobalt 100

Specifications, Volumes, GPT-4 performance, Next Generation Timing / Name, Backend Design Partner

Nov 15 •

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Nvidia's New China AI Chips Circumvent US Restrictions | H20 Faster Than H100 | Huawei Ascend 910B

2024 Revenue, EPS, H20, L20, and L2 Full Specifications

Nov 9 •

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Daniel Nishball

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AMD MI300 Ramp, GPT-4 Performance, ASP & Volumes

Order Volumes From Microsoft, Meta, Oracle, Google, Supermicro/Quanta direct, Amazon

Nov 1 •

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October 2023

Wafer Wars: Deciphering Latest Restrictions On AI And Semiconductor Manufacturing

China's Countermove: How Beijing is Dodging New Semiconductor Restrictions

Oct 24 •

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Daniel Nishball

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Going Vertical: Gate All Around, 3D DRAM, 3D NAND - Kokusai Electric IPO

Kokusai Electric IPO, 2024 to 2026 WFE Equipment Share, Memory Pricing, Atomic Layer Deposition (ALD), ASM International, Tokyo Electron, Applied…

Oct 15 •

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Nvidia’s Plans To Crush Competition – B100, “X100”, H200, 224G SerDes, OCS, CPO, PCIe 7.0, HBM3E

Roadmap, Supply, Anti-competitive: AMD, Broadcom, Google, Amazon, and Microsoft Have Their Work Cutout For Them

Oct 10 •

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AI Doomer vs Techno-Optimist: Social Fabric, AI Girlfriends, Mass Media

China Demographics, CharacterAI, Meta, Influencers, Incels, and Insurrectionists

Oct 5 •

and

Aleksandar Kostovic

Amazon Anthropic: Poison Pill or Empire Strikes Back

Claude 3, Claude 4, Trainium2, Marvell, Alchip, Bedrock, Google Infrastructure

Oct 2 •

September 2023

Nvidia Buys Illumina? The AI Foundry for Healthcare – The Hardware of Life

Overcoming Eroom's Law: Enabling Moore's Law in Healthcare With Potential Acquisition

Sep 27 •

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Daniel Nishball

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Deeran Patel, MD

Arm and a Leg: Arm's Quest To Extract Their True Value

Cheap If They Can Charge Qualcomm-like Royalties?

Sep 14 •

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, and

Daniel Nishball

China AI & Semiconductors Rise: US Sanctions Have Failed

Huawei, SMIC, 7nm, H800, Domestic AI Capabilities, ASML, MediaTek, Qualcomm, Apple, RF Capabilities, Potential Sanctions

Sep 12 •

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