What The Chip Happened?

What The Chip Happened?

Home
Archive
About

June 2025

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…
 • 
Jose Najarro
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…
 • 
Jose Najarro
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…
 • 
Jose Najarro
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…
 • 
Jose Najarro
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…
 • 
Jose Najarro
2
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…
 • 
Jose Najarro
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…
 • 
Jose Najarro
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…
 • 
Jose Najarro
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…
 • 
Jose Najarro

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…
 • 
Jose Najarro
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…
 • 
Jose Najarro
© 2025 Jose Najarro
Privacy ∙ Terms ∙ Collection notice
Start writingGet the app
Substack is the home for great culture