Semiconductors Eat the World — The OpenAI + Apple AI Chips episode. No, it’s not a new podcast but perhaps it could/should be. We’ve all heard the rumors that Sam Altman wanted to build his own network of fabs and develop his own competitive AI Chips to the tune of some

Some post-event thoughts on the @Intel Core Ultra launch from yesterday. It's a doozy. Read on at your own risk. 😃👇 First, I said this before, and I'll say it again--This was a really important launch. Perhaps only nailing 18A will be more important than getting this moment

The DOJ is coming down on NVIDIA. Is anyone surprised? Perhaps not a told you so moment, but yeah, told you so. In serious, I'm going to try to take a balanced and nuanced stab at what is going on here. Back in April I wrote an Op-ed in MarketWatch about the idea that NVIDIA is

Nice seeing you on Bloomberg TV, Steve. 👊🏻 $NVDA

Almost done with this quarter’s earnings wave. But we still have HPE today and Broadcom tomorrow. More hints on where we are at with AI systems, silicon, networking and more. $AVGO $HPE

Here we go HPE Q3–> One of the stronger HPE quarters I recall. 💪🏻 -Double digit revenue growth. (Faster than some big SaaS companies) 😏 -3000 new GreenLake customers in 90 days. ARR above $1.7 -39% $1.3 Billion AI systems revenue High end on both revenue and EPS. Spoke to

IFA and all of the AI PC excitement — it’s been real. 👊🏻 The “Computex of Europe” (at least for this year) Thanks Lenovo, Qualcomm, Intel, Dell, HP, Microsoft and AMD for the hospitality and great conversations. 🙏🏻 But this is the “Going Home Face!” No matter where I’m leaving

Broadcom doing Broadcom things in Q3 👇🏻 Beating on top and bottom and a solid on par guide. The standout quote from Hock Tan was the $12 Billion in AI revenue from networking and customer AI chips. This part of the business is growing really quickly and Broadcom has the lead on

In other unsurprising news. China has plenty of A100 and H100 capacity to rent cheaply. (Less than cost to rent in US) Like we have been saying. The export controls don’t really stop things from getting to China. 😬👇🏻 $NVDA

Here we go. It's Friday and we are on for Episode 231. So much to cover. Here's the rundown. Join us now -> We are Live! Talking Latest in tech: 1. @NVIDIA DOJ Antitrust Conversations 2. @Intel Lunar Lake Copilot+ Chip Announcement 3. Qualcomm 8-Core Copilot+ Chip

A big quarter for Smartsheet, who just announced Q2 FY25 earnings: - Rev: $276.4M, up 17% YoY - Annual ARR: $1.09B, up 17% YoY - 77 customers w/ ARR over $1M - $1M ARR customers up more than 50% YoY Congrats to Mark Mader + team for enterprise #cwm category leadership. $SMAR

Over the past few years, it has been a pleasure to get to know Renen Hallak and the VAST Data business. What a success story growing to an ~$9.1 billion valuation and being a force for change as to how data management and infrastructure is enabling AI. And while the success so