Just like that. @GoogleCloud is in the Arm based CPU business with its new Axion custom chip available later this year.
Claims:
1. 50% better performance versus x86
2. 60% more Power efficient than x86
Semiconductors 💪🏻
$GOOGL

Totality seems like a pretty good band name

.Groq Inc CEO Jonathan Ross is adamant his company no longer sells hardware-they are a cloud services provider and have a deal with Aramco. 'The realization was, you cannot sell chips as a startup, it’s just too hard,” Ross told me. More in the article:
eetimes.com/groq-ceo-we-no…

TSMC finally gets its CHIPS Act funding deal; two more big shoes to drop, Samsung and Micron nytimes.com/2024/04/08/us/…

Great Katie Hafner obit of Dan Lynch, one of the nicest tech pioneers I ever met nytimes.com/2024/03/31/tec…

One of the longest stories I've read in the FT, and one of the most interesting (about upstart AI drone supplier Palmer Luckey): on.ft.com/3Tu0tLG

Beautifully illustrated article by John Markoff about the glory days of PARC and SRI and their plans to merge nytimes.com/interactive/20…

Perplexed at these charges against Andy Bechtolsheim, a billionaire and one of Silicon Valley's greatest hardware designers. bloomberg.com/news/articles/…

Micron shares up 13%. The crazy memory market continues

The U.S. government released a 61 page report titled“National Strategy on Microelectronics Research” semiengineering.com/u-s-strategy-o…

#semiconductor #advancedpackaging #semiconductor manufacturing

As my NYT colleagues illustrate, the global chip supply chain will always be just that nytimes.com/interactive/20…

Pat Gelsinger finally brings home his prize nytimes.com/2024/03/20/us/…

Welcome to Microsoft, Mustafa Suleyman. Thrilled to have you lead Microsoft AI as we build consumer AI, like Copilot, that is loved by and benefits people around the world.

'Sovereign AI' is approaching rapidly nytimes.com/2024/03/19/bus…

NVIDIA Blackwell Architecture and B200/B100 Accelerators Announced: Going Bigger With Smaller Data
trib.al/Q0PdzJ6

Cerebras keeps rocking away: new wafer-scale hardware, an inferencing deal with Qualcomm and its generating cash. zdnet.com/article/ai-sta…

This is pretty infuriating: nytimes.com/2024/03/11/tec…

Noting: Former lead Pentium and 386/486 designer and Intel India head Avtar Saini died in an unfortunate bike accident in Mumbai India.

For chip old-timers, his name may ring a bell -- he was a star designer back in the day.

timesofindia.indiatimes.com/india/former-i…

Back to the future: Intel will call the FPGA chip company it hopes to spin out Altera (the name of the company it bought to get into that business) intel.com/content/www/us…

Sridhar Ramaswamy is Snowflake's new CEO. Frank Slootman remains chairman investors.snowflake.com/news/news-deta…