Reframing Jensen’s Law: ‘Buy more, make more’ and AI factory economics
We believe the industry’s broad interpretation of Jensen’s Law — “Jensen’s Law accelerates Moore’s Law” — understates a fundamental economic reality of…
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US makes it harder for chipmakers to run fabs in China amid new Alibaba processor reports
The U.S. Commerce Department is making it more difficult for chipmakers to operate their fabs in China, Reuters reported today. The…
US makes it harder for chipmakers to run fabs in China amid new Alibaba processor rumors
The U.S. Commerce Department is making it more difficult for chipmakers to operate their fabs in China, Reuters reported today. The…
Incentives reshape the Broadcom partner ecosystem for enterprise IT
Broadcom Inc.’s partner ecosystem — a web of resellers, integrators and service providers — is undergoing a transformation as enterprises…
FriendliAI raises $20M in funding to accelerate AI inference workloads
FriendliAI Corp., a startup that helps developers speed up their artificial intelligence models, has raised $20 million in funding. Capstone…
Elon Musk’s xAI releases agentic coding model aimed at high speed and affordability
Elon Musk’s xAI Holdings Corp. has released grok-code-fast-1, a dedicated agentic coding artificial intelligence model that is extremely speedy and designed…
Walmart embraces agentic AI with major machine learning platform upgrade and developer ‘super agent’
Walmart Inc. is giving its Element machine learning platform a major agentic upgrade and adding a “super agent” for software…
The AI boom didn’t quite save Nvidia earnings, but enterprise software cashed in
In the most-watched tech event this week, Nvidia came up (a bit) short on earnings, but it still offered a…
Nvidia CEO Jensen Huang claims $600B in annual capital spending – wait, what?
Nvidia Corp. CEO Jensen Huang repeatedly stated during the company’s second-quarter 2026 earnings call this week that the top four…
Early leaders in the agentic AI race show agents are here to stay
Generative artificial intelligence is oh-so-2024. Now that we’re most of the way through 2025, all the AI buzz is around…