Former Intel chief executive Pat Gelsinger tells a16z that energy bottlenecks and manufacturing delays will cause data center defaults, piercing Silicon Valley's capital expenditure illusions.
By Klaus Berger ·
The whole damn thing smells like classic market engineering.
By Ray Dombrowski ·
The sheer volume of data—the teraflops, the DDR5 memory speeds, the dizzying price tags—is enough to make one feel physically ill.
By Elena Rossi ·
The air in Bologna is thick with the scent of old plaster and forgotten frescoes—a tangible history built layer by careful layer.
By Elena Rossi ·
The first thing you learn when you live where the ground is—where the school and the hardware store both stay open—is that infrastructure isn't just about laying pipe or stringing wires.
By Ruth Behrens ·
The semiconductor sector just had its moment—a spectacular, over-leveraged fireworks display that left many investors dizzy and some stocks twitching.
By Imani Sutton ·
The market has an astonishing habit of forgetting fundamental economics when it comes to consumer electronics.
By Bram de Vries ·
The narrative coming out of Asia this week—that China has begun mass producing domestically developed immersion deep ultraviolet (DUV) lithography machines—is not a mere…
By Maya Ellison ·