What The Chip Happened?

What The Chip Happened?

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Oracle’s $455B Cloud Explosion, AMD's 'No‑Asterisk' AI Gamble, and NVIDIA's $4T Infrastructure Wave
Could Oracle’s half-trillion-dollar cloud backlog reshape the AI landscape? With a staggering $455 billion in RPO driven by multi-cloud and AI database…
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Jose Najarro
AI Chip Shakeup: NVIDIA Battles U.S. Rules, Intel’s Bold Bet, and Nebius Scores Mega Microsoft Deal
Could a new wave of "U.S.-first" regulations rewrite the global AI chip market and put NVIDIA's soaring trajectory at risk? This week, the GAIN AI Act…
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Jose Najarro
Broadcom’s Record-Breaking AI Surge, AMD’s Data Center Dominance, and onsemi’s Hidden Turnaround Play
Are semiconductor investors underestimating the scale of Broadcom’s AI breakout? A fresh $10 billion order and record backlog suggest otherwise…
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Jose Najarro
NVIDIA's AI Flywheel Roars, CoreWeave’s Gigawatt Gamble, Broadcom’s Billion-Dollar Question
NVIDIA just unleashed another record-shattering quarter, driven by the explosive adoption of Blackwell, GB300's factory ramp, and ambitious plans for…
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Jose Najarro

August 2025

AI Robotics Explosion: NVIDIA’s Jetson Thor Breakthrough, Aehr's Burn-in Boom, and IREN’s Bold GPU Bet
Welcome, AI & Semiconductor Investors,
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Jose Najarro
Intel's $2B SoftBank Boost, AMAT’s Record Stumbles, Alchip Eyes 3nm Surge—Who's Winning the Semiconductor Race?
Intel just scored a $2 billion vote of confidence from SoftBank at $23/share, but does fresh capital mean the foundry turnaround is truly back on track…
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Jose Najarro
NVIDIA’s Rubin Drama Unfolds, Qualcomm’s Auto Surge Accelerates, CoreWeave’s Margins Hit the Skids
Are NVIDIA’s Rubin delays fact or fiction? Meanwhile, Qualcomm confidently cruised past its 2026 automotive targets, boasting high visibility and an…
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Jose Najarro
AI Memory Squeeze: Micron Raises Q4 on Pricing; onsemi Doubles AI Power; GlobalFoundries Pushes Optics
What if AI’s next bottleneck isn’t GPUs, but memory, power, and optics? Micron lifted FQ4 to about $11.2B and 44.5% gross margin on pricing, not units…
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Jose Najarro
CPU Uprising to Connectivity Breakthrough: AMD, Astera Labs & Super Micro Lead the AI Charge
Can AMD match Nvidia’s AI dominance while hyperscalers reengineer their data-center fabrics? This issue breaks down AMD’s blockbuster Q2, $7.7 billion…
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Jose Najarro
🚨 Don’t Miss the Shift: Navitas & ON Semiconductor Chase NVIDIA’s 800-V AI Wave, Palantir Hits Billion-Dollar Breakthrough
Are semiconductors ready for the AI power surge? Navitas is ditching phone chargers to power NVIDIA’s next-gen data centers, aiming squarely at a $2.6…
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Jose Najarro
AI’s Trillion-Dollar Showdown: Meta, Microsoft, & Amazon Ignite CapEx Battle
Welcome, AI & Semiconductor Investors,
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Jose Najarro

July 2025

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