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- Musk says chip capacity will decide winner of AI race (Mar 21) - EE Times
- Google taps MediaTek for cheaper AI chips (Mar 17) - The Information
- European project gets $260 million for HPC chip sovereignty (Mar 6) - EE Times
- The trouble with MAGA's chipmaking dreams (Mar 3) - Economist
- Automotive chips: Gloom and doom or boom by 2030? (Feb 14) - EE Times
- Deepseek is more Wall Street than Silicon Valley (Feb 3) - Culpium, by Tim Culpan
- Tech CEOs try to reassure Wall Street after DeepSeek shock (Jan 30, 2025) - Wall Street Journal
- TSMC to make chips for cryptominer Bitdeer at new US fab (Jan 17, 2025) - Culpium, by Tim Culpan
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Interview: Why agentic AI could be SiPearl's biggest break—and Europe'sPhilippe Notton has spent nearly 20 years traveling...
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Jensen Huang's Japan tripNvidia founder and CEO Jensen Huang spent last week in Tokyo meeting government officials, robotics makers and dozens of supply chain executives, as...
Winning the AI Glasses Race: Why Myopia Users and Optical Retailers Hold the Key to Mass Adoption
AI glasses are emerging as a key gateway to AI; the market is projected to grow rapidly between 2026 and 2030, with a compound...
The US$16.5 Billion Bet: How Co-Packaged Optics Will Rewire AI's Backbone by 2030
Mastering the 140%+ CAGR of CPO Semiconductor Revenue Explosion
What Nvidia and Broadcom's CPO bets reveal about the future of AI infrastructure
The CPO market is projected to grow sharply by a 142% CAGR from 2026 to 2030 (excl. ELS) and as AI clusters scale and 3.2T data...
