What The Chip Happened?

What The Chip Happened?

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Exaflops to Earnings: AMD’s $10B Saudi AI Bet, Intel’s Foundry Shake-Up & Camtek’s Record Quarter
AMD stunned markets by pairing heavy share repurchases with a landmark collaboration to deploy 500 MW of exaflop-scale AI compute. At the same time…
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Jose Najarro
90-Day Trade-War Pause & Saudi’s HUMAIN Deal Fuel a New Semiconductor Surge
Welcome, AI & Semiconductor Investors,
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Jose Najarro
AI Infrastructure Showdown: AMD’s EPYC Surge, Supermicro’s Blackwell Breakthrough & Astera’s Rack-Scale Revolution
AMD earnings roared ahead with a 57% jump in Data Center revenue, Supermicro unleashed its Blackwell GPUs paired with next-gen liquid-cooling to slash…
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Jose Najarro
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👉 NVIDIA’s Blackwell Rocket: A Record-Breaking Quarter
 • Jose Najarro
⭐ Nvidia’s Earnings Game Day Preview
 • Jose Najarro
AI Infrastructure Showdown: AMD’s EPYC Surge, Supermicro’s Blackwell Breakthrough & Astera’s Rack-Scale Revolution
 • Jose Najarro
🚀 A Mega AI Move: Billions Invested in NVIDIA’s H20 Chips
 • Jose Najarro
🔌Megacluster Mania: Nvidia’s Power Play in AI
 • Jose Najarro
💰 Broadcom’s Bold Buyback Boost
 • Jose Najarro
AI Titans Unleashed: Amazon, Meta & Microsoft’s Cloud Chip Wars
What happens when the world’s largest clouds double down on AI chips? In Q1, Amazon, Meta, and Microsoft each flexed their AI innovations, from AWS’s…
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Jose Najarro
Supermicro’s Sudden Stumble, Palo Alto’s AI Offensive, Qorvo Powers Forward
Supermicro’s surprising guidance cut triggered a sharp sell-off, exposing just how delicate AI server demand can be. Meanwhile, Palo Alto Networks is…
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Jose Najarro
🖥️ Cadence Riding the AI Wave with Next-Gen Design Solutions
Cadence just crushed earnings expectations, riding a wave of AI-driven design solutions and strategic partnerships with Nvidia and Intel. Plus, see how…
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Jose Najarro
🏭 Tariffs? No Problem! Lam’s Advanced Manufacturing Shines in Q3 2025
Lam Research flexed its manufacturing muscle this quarter, shrugging off tariff headwinds thanks to booming demand for its advanced etch and deposition…
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Jose Najarro
🚀 Vertiv Raising the AI Bar Amid Tariff Turbulence
Vertiv shows future growth opportunities despite tariff headwinds, with strategic AI partnerships and booming data center demand driving explosive…
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Jose Najarro
🚨 Nvidia and AMD Rocked by Massive US Export Controls!
Nvidia and AMD face a multibillion-dollar crisis as sweeping US export controls cut deep into their AI chip businesses. Plus, discover how ASML…
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Jose Najarro
📰 Semiconductor Face Tariff Tremors: U.S. Section 232 Probe Underway
Semiconductor finds themselves at the center of a major U.S. investigation targeting chip imports, with tariffs potentially shaking up global supply…
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Jose Najarro
What The Chip Happened?
What The Chip Happened?
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What The Chip Happened?

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