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Trillion-Dollar AI Build-Out: From Nvidia’s Factories to AMD’s Rack & Micron’s HBM Surge
AI infrastructure just went industrial: Nvidia’s Blackwell systems rocketed to $11 billion in Q4 and doubled in Q1, AMD’s rack touts 40 % more tokens…
Jun 26
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Jose Najarro
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What The Chip Happened?
Trillion-Dollar AI Build-Out: From Nvidia’s Factories to AMD’s Rack & Micron’s HBM Surge
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Nvidia’s Insider Trim, Micron’s HBM Surge & Wolfspeed’s Chapter 11 Storm
On June 20 and 23, Jensen Huang’s Rule 10b5-1 plan involved the sale of just 100,000 Nvidia shares, a minor transaction against his substantial stock…
Jun 24
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Jose Najarro
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What The Chip Happened?
Nvidia’s Insider Trim, Micron’s HBM Surge & Wolfspeed’s Chapter 11 Storm
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Agents, Consoles & Custom Chips: Amazon, AMD & Marvell’s AI Power Plays
What do billion-agent visions, next-gen Xbox silicon, and hyperscaler bespoke chips have in common? Today’s leaders, Amazon, AMD, and Marvell, are all…
Jun 18
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Jose Najarro
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What The Chip Happened?
Agents, Consoles & Custom Chips: Amazon, AMD & Marvell’s AI Power Plays
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Shovels Over GPUs: BESI’s Hybrid-Bonding Bet, Lam’s Margin Surge & KLA’s 2 nm Choke Point
Are investors missing the real winners in the AI hardware race? BESI just unveiled sub-micron bonders set to turbocharge chiplet and HBM stacks, Lam…
Jun 17
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Jose Najarro
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What The Chip Happened?
Shovels Over GPUs: BESI’s Hybrid-Bonding Bet, Lam’s Margin Surge & KLA’s 2 nm Choke Point
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CapEx Titans & AI Factories: Oracle, Nvidia & AMD’s Trillion-Dollar Compute Gamble
In today’s AI arms race, capital outlays have become the new performance metric. Oracle’s $21.2B datacenter blitz, Nvidia’s $1.5T sovereign AI factory…
Jun 12
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Jose Najarro
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What The Chip Happened?
CapEx Titans & AI Factories: Oracle, Nvidia & AMD’s Trillion-Dollar Compute Gamble
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GitLab’s Margin Breakthrough, Google-OpenAI Cloud Coup & NVIDIA’s Sovereign Superchip Surge
GitLab delivered a 12% non-GAAP operating margin on 27% revenue growth, OpenAI reportedly inked its first Google deal to ease Azure reliance, and…
Jun 11
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Jose Najarro
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What The Chip Happened?
GitLab’s Margin Breakthrough, Google-OpenAI Cloud Coup & NVIDIA’s Sovereign Superchip Surge
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From AI Factories to GaN Powerhouses: Why Nvidia, Navitas & Lam Are Shaping the Next Semiconductor Wave
Nvidia’s Ian Buck laid out how Blackwell’s 20 PFLOPS of FP4 inferencing will supercharge reasoning-based models worldwide. Meanwhile, Navitas set the…
Jun 9
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Jose Najarro
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What The Chip Happened?
From AI Factories to GaN Powerhouses: Why Nvidia, Navitas & Lam Are Shaping the Next Semiconductor Wave
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Scale-Out Revolution: Broadcom’s Tomahawk 6, AMD’s Data Center Upswing, Credo’s Record-Q4
Broadcom shatters the 100-Tb/s barrier and challenges proprietary fabrics, AMD doubles down on MI350 momentum amid export headwinds, and Credo delivers…
Jun 4
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Jose Najarro
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What The Chip Happened?
Scale-Out Revolution: Broadcom’s Tomahawk 6, AMD’s Data Center Upswing, Credo’s Record-Q4
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CoreWeave Anchors Applied Digital, Broadcom’s AI Inflection Point, Nvidia’s Next-Gen Factories
Applied Digital’s Ellendale campus just locked in a 250 MW lease with CoreWeave—an unmissable signal that hyperscale power availability is shifting to…
Jun 2
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Jose Najarro
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What The Chip Happened?
CoreWeave Anchors Applied Digital, Broadcom’s AI Inflection Point, Nvidia’s Next-Gen Factories
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May 2025
AI Compute Arms Race: OpenAI’s 1 GW UAE Gigafactory, $6.5 B Jony Ive Coup & NVIDIA’s 800 V Power Surge
OpenAI just unveiled the colossal 1 GW "Stargate UAE,". Simultaneously, NVIDIA kicked off an electrifying revolution, shifting data-center power…
May 23
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Jose Najarro
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What The Chip Happened?
AI Compute Arms Race: OpenAI’s 1 GW UAE Gigafactory, $6.5 B Jony Ive Coup & NVIDIA’s 800 V Power Surge
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Exaflops to Earnings: AMD’s $10B Saudi AI Bet, Intel’s Foundry Shake-Up & Camtek’s Record Quarter
AMD stunned markets by pairing heavy share repurchases with a landmark collaboration to deploy 500 MW of exaflop-scale AI compute. At the same time…
May 14
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Jose Najarro
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What The Chip Happened?
Exaflops to Earnings: AMD’s $10B Saudi AI Bet, Intel’s Foundry Shake-Up & Camtek’s Record Quarter
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90-Day Trade-War Pause & Saudi’s HUMAIN Deal Fuel a New Semiconductor Surge
Welcome, AI & Semiconductor Investors,
May 13
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Jose Najarro
2
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What The Chip Happened?
90-Day Trade-War Pause & Saudi’s HUMAIN Deal Fuel a New Semiconductor Surge
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