Chips, semiconductor: link here.
- Home page for tech: link here.
- The cloud: link here.
- Streaming: link here. Streaming wars.
- Spatial computing: link here.
- Large language models (ChatGPD, Chatbot): link here.
- Generative AI: link here.
- AI: Apple intelligence.
- Apple Silicon: link here.
- Supercomputers: link here.
- Data centers: link here.
- System on a chip (SOC): link here.
- Apple Intelligence (AI), short title, Siri: link here.
- WWDC24: link here.
- Foundries: link here.
- CoWoS: link here.
- Nodes: link here.
Locator: 10001TECH.
Transistor count: wiki.
Macworld: Apple Breakfast.
Intel: Lunar Lake, August 14, 2024.
The sixth industrial revolution: link here.
Updates
December 13, 2024: Morgan Stanley -- #1 stock in 2025 -- AAPL.
December, 13, 2024: AVGO joins the $1-trillion club. Link here.
December 11, 2024: Broadcom said to be designing an AI service chip for Apple. Link here.
December 3, 2024: Partnership between Amazon and Apple, link here.
November 14, 2024: the mess over at Intel (INTC).
October 17, 2024: Intel -- the spin-offs begin. Altera.
September 21, 2024: wiki updates CPU -- the number of transistors on a chip.
September 11, 2024: the A18. For the iPhone 16.
September 9, 2024: Larry Ellison, Oracle, announces partnership with AWS!
September 3, 2024: Intel shipping Core Ultra 200V (codenamed: Lunar Lake) -- direct competitor to Qualcomm's Snapdragon and AMD's Strix Point chips.
August 28, 2024: CrowdStrike to partner with Nvidia. Link here.
August 19, 2024: system on a chip -- the moment the industry shifted its focus.
August 19, 2024: Intel Gaudi 3.
August 14, 2024: Intel, Lunar Lake.
July 31, 2024: CNBC practically giddy over the amount of money META and MSFT are going to be spending on Nvidia chips. Apparently META is Nvidia's biggest customer, and MSFT is going to spent $85 billion on Nvidia chips this year. Needs to be fact-checked -- heard in passing.
July 28, 2024: brand new Intel chips are frying brand new PCs. Fried chips can't be fixed; new chips will be protected when fix is released in .... August.
June 17, 2024: SoC / SiP update with focus on Apple M4.
June 10, 2024: Apple introduces Apple Intelligence, WWDC, keynote address, June 10, 2024. So, now we have two biggies in the past year or so with Apple -- Apple Silicon and Apple Intelligence (Apple's name for AI).
June 6, 2024: Memphis, Musk and more; LOL.
- alliteration. From The WSJ. Link here.
- pending approval by local authorities. LOL. As if it won't be approved.
- xAI was launched last summer; buying all the Nvidia chips he can
May 11, 2024: US AI.
April 26, 2024: Intel, INTC, 1Q24 earnings.
April 25, 2024: CPUs, GPUs, FPGAs.
April 16, 2024: Intel (INTC).
August 14, 2023: the fourth update of CPUs, GPUs, cores, and threads.
Tech: CPUs, GPUS, cores, threads and all that jazz --
Chips, transistors: link here.
Publicly traded companies:
- complete list, link here.
- Apple not listed;
- Xilinx listed; no longer publicly traded; bought by AMD
- excellent list, Yahoo!Finance; ranked by market cap;
- seven best to buy in 2023: link here, current, June 21, 2023. Based on YTD returns which seems a very, very poor way to come up with top seven, but here we go:
- NXPI, QCOM, MPWR, INTC, NVDA, TSM, AMD
Browsers: link here.
Tech 101:
- how the value chain works, link here:
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