Daily: Nvidia doubles profit yoy to $60B
5 min read.
Chip Briefing
Semiconductors, every day.
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Daily: OpenAI’s Jalapeno chip outperforms Nvidia’s Blackwell
6 min read.
Daily: Taiwan charges 9 for smuggling chips
5.5 min read.
Daily: Nvidia hikes prices by 15%
7 min read.
Weekly: Big Tech invests in AI way more than you think
7.5 min read.
Daily: Google’s Waymo develops custom chip
3.5 min read.
Daily: China eases H200 restrictions
6.5 min read.
Weekly: On the Nvidia empire
No commentary today due to my travel schedule.Thanks for reading Chip Briefing!
Daily: China's Guangdong province partners w Alibaba
4.5 min read.
Daily: CXMT beats Tencent to be China's largest public firm
5 min read.
Daily: CoreWeave, Super Micro sign of sustained AI boom
4.5 min read.
Daily: Nvidia, Wall St make $500B financing dela
11 min read.
Weekly: Where should the US put its data centres?
11 min read.
Daily: US imposes 15% tariff on polysilicon, key chip material + USA trip
8.5 min read.
Daily: SanDisk, WDC stocks fall despite strong earnings
7.5 min read.
Daily: AMD stock falls as SpaceX uses Nvidia only
8.5 min read.
Daily: China protects chip designs with new rules
6.5 min read.