Horace Dediu: Where is Nvidia in a decade?
Apple 3.0 - Philip Elmer-DeWitt
Anthropic Is the Next AI Giant Seeking Its Own AI Chipin Talks with Samsung
AndroidHeadlines.com
Taiwan raids Super Micro offices in probe tied to AI chips sent to China
The Business Journals - Silicon Valley
NVIDIA wants you to pay higher prices for 5-year old hardware
AndroidHeadlines.com
OpenAI is copying Apple's biggest competitive advantage and Nvidia should be paying attention
TechRadar
Why everyone from OpenAI to SpaceX is building their own chips (and turning up the heat on Nvidia)
TechCrunch
OpenAI debuts Jalapeño, a custom chip built to cut ChatGPT costs and reduce Nvidia reliance
TechSpot
Micron drives Apple's prices
Apple 3.0 - Philip Elmer-DeWitt



