AI
Silicon Bakery - Amazon Links $60bn Qualcomm Chip Orders to Equity, OpenAI Deepens Samsung Ties and Reaches Tape-Out in Nine Months
Amazon could buy up to $60bn of Qualcomm AI data-center products under a deal that ties chip procurement to equity warrants, while OpenAI deepens its Samsung chip partnership and says Jalapeno reached tape-out in just nine months.
The AI Boom Is Widening America’s Trade Deficit. Is It Also Nuking GDP?
AI investment is booming, yet the latest U.S. trade numbers reveal a cost investors may be underestimating.
Broadcom’s Custom AI Chips Are Booming. Can Its Margins Hold?
Broadcom’s custom AI chip business is exploding. The secular question is tougher: can it keep margins intact as hyperscalers push for cheaper Nvidia alternatives?
Elusive Authenticity: Humanity Pawning Its Soul for the Ease of AI
Is the appetite for originality in decline? If so, how does that affect neuroplasticity? There is no doubt that AI is taking over, and I mean every part of our human existence. A recent The Guardian article presented statistics showing a surge in AI usage in the vast majority of
