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A year ago, if you asked me whether enterprise GenAI was real, I’d say maybe. There were surely many proofs of concept, but feasibility and value weren’t clear. Now? It’s real. Let’s walk you through what changed and what it means for Nvidia, Dell, and AMD. Reasoning Enables AI Factory Era From Training Era to…

In a previous post, we traced the history of semiconductor integration and its limits: The Long Arc of Semiconductor Scaling. We’ll revisit these limits and then discuss the solution: chiplets! SoC Problems System-on-chips (SoCs) have become dominant by integrating multiple functions into a single die, including CPU, GPU, memory, I/O, and analog components. Apple’s M3 is…

At Microsoft Build this week, agentic AI stole the spotlight. But for me, an older story felt more important: Windows. As I jogged along the Seattle waterfront each morning, I kept returning to the question Can Windows matter again? I think it can. To see why Windows can matter again, let’s first rewind and revisit how…

One line from Qualcomm’s recent earnings call caught my ear: We delivered QCT automotive revenues of $959 million, reflecting 59% year-over-year growth on increased content in new vehicle launches with our Snapdragon Digital Chassis platforms. Source Nearly $1 billion in quarterly revenue, growing 59% YoY!! Sure, it’s peanuts relative to smartphones: And yes, growth from a smaller base…

I planned to write a chiplets explainer this week while traveling to and from CadenceLIVE in San Jose… but I got sucked into the broader chiplets backstory while doing research. After all, chiplets are a semiconductor manufacturing and scaling story of sorts! So I’m pivoting. This post shares the fun historical arc of transistor and IC scaling…