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2026
- The Hardest Computing Problem Ever, According to Arm's Physical AI Chief
Arm's Physical AI chief on why humanoid robots are the hardest computing problem yet, and why the physical economy still runs on a tenth of the digital side's compute.
- Are Agentic CPUs a Commodity? It’s Complicated.
Five sockets, different economics. A model for telling them apart, and where each competitor fits. AMD, Intel, Nvidia, Arm, Qualcomm.
- Agentic AI Needs CPUs. Whose CPUs?
Nvidia Vera, Arm AGI CPU, Meta, x86, more
2025
- An Interview With Mohamed Awad About Chiplets
Arm's Chiplet Ecosystem Announcement
- Building the Chiplet Ecosystem
Arm’s CSA, Neoverse CSS, and Total Design as a framework for multi-vendor chiplet ecosystem alignment
- DeepSeek Pulls Forward Copilot+ PC adoption
What DeepSeek means for Microsoft Copilot+ PCs, Qualcomm & Arm, Copilot+ Cloud cannibalization
2024
- Arm's Edge AI Strategy: Is It Enough?
Can Arm’s NPUs Handle GenAI?
- X86 Commoditization and Competition
Desperate times call for desperate measures
- AMD's Earnings: Playbook Strength and New Strategic Update
Strategy update, Microsoft wins, Llama 3.1 assist, Demand concerns, Training worries, Client flex, Semi-custom drag
- Arm's Journey to Value-Based Pricing
Overcoming pricing strategy missteps
- Is Intel's CPU Role Diminishing In The Age of AI?
Is Intel's Datacenter AI Tailwind Slowing? What Pat G Says.
- Qualcomm’s Opportunity
Consumer Device AI, Hands-Free UX, Meta Ray-Bans, Apple, Arm, QCT and QTL, Developer Economics, AMD
2023
- CPUs: Hardware, Yet Infinitely Adaptable Through Software
A Beginner's Guide to CPUs and the Top Companies Shaping the Future
