AMD Has More Than One Way Into the AI Budget
AMD Series · Part 1 of 3 Why agentic AI makes the case for a systems and silicon provider, and how large the markets around it can become AMD's AI strategy was set well before the industry
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Ben Bajarin
Ben studies how technology transitions reshape competitive advantage and market structure, from semiconductors and AI infrastructure to adoption and business strategy.
Arm’s Move Into Merchant Silicon Is About Escaping the Revenue Ceiling
For those of us who have covered Arm for decades, we remember the days when this was a $500-600M yearly revenue company, and hardly growing. How times have changed. The evolution of Arm, now clearly framed as Arm 2.0, has been years in the making, with all the stakeholders recognizing that an IP bus
ReadThe AI Bubble Question: Two Scenarios for the Largest Technology Buildout in History
There is perhaps no more consequential debate around the technology industry today than whether the current AI infrastructure buildout represents a bubble destined for collapse or the logical, sustainable deployment of mature technology. The numbers are indeed staggering, a root cause of people’s an
ReadThe GPU’s Second Act: From Pixels to Tokens
The Architecture Graphics Built The GPU exists because graphics demanded a very specific kind of silicon—hardware capable of running identical mathematical operations across massive data volumes in parallel, repeatedly, without stalling. What looked like “drawing pictures” was always a continuous si
ReadThe Semiconductor Gigacycle
The semiconductor industry has experienced cycles of varying magnitude throughout its history. The PC era brought sustained growth. The smartphone revolution created what many called a supercycle. The cloud computing buildout extended that expansion further. What is happening now is something catego
ReadThe Snapdragon X2 Elite Power Paradigm: Unbundling the Electron
In mobile computing, performance is defined by the energy cost of operations. The limiting factors for modern Systems on a Chip (SoC) are thermal headroom and battery constraints, shifting the architectural focus to the infrastructure that feeds the silicon. The power delivery network (PDN) design f
ReadCoreWeave and the Integration of AI Infrastructure
In the broader narrative of the AI boom, a new category of infrastructure provider has emerged, colloquially termed the “neocloud.” The economic logic of the neocloud is, at first glance, simple arbitrage: the hyperscalers (AWS, Azure, Google Cloud) are supply-constrained and expensive, creating an
ReadFrom Bitcoin to AI: The Hard Road Ahead, and Why Some Miners Can Still Make the Jump
The surge in AI infrastructure investment has reshaped the value of power in the United States. Bitcoin miners, who once optimized purely for cheap electricity and fast deployment, now find themselves in possession of something that AI operators urgently need: energized land with existing interconne
ReadBubble or Buildout? A Guide for the Next Data Center Era
The easy story is “this looks bubbly.” Spending is massive AND front-loaded, the narrative is high, and a handful of winners dominate the landscape. Hyperscaler capital spending is tracking to roughly $424B in 2025 and stepping toward ~$500B in 2026, after topping $100B in a single quarter earlier t
ReadAI Is Our Electricity Moment: Why Productivity Follows Process
Ariticle Summary/Thesis Every transformative technology arrives twice. First as hardware and headlines—motors, wires, GPUs, data centers—then, years later, as redesigned work that finally shows up in the productivity numbers. Electricity followed that arc. The earliest adopters simply swapped steam
ReadThe Consumerization of Agentic AI
The Race to the Super-Agent: From Managing AI to Collaborating With It What is an agent? I open a lot of conversations with that question, especially with executives who are trying to bring agentic AI to real users. My working definition: AI agents are intelligent digital assistants that observe, re
ReadIntel Q2 CY 2025 Earnings Call – Execution Risk, Capital Discipline, and Roadmap Credibility
Intel’s latest earnings call underscored a tension familiar to anyone tracking the company over the last three years: the finance team is now supplying clear, disciplined guardrails, while the technical roadmap remains long on vision and short on date‑certain milestones. CFO David Zinsner gave inve
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