What The Chip Happened?

What The Chip Happened?

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🏗️ Capacity Crunch: Microsoft & Alphabet's Mega CapEx Surge, Meta's Compute Hunger Unleashed
Microsoft just inked a landmark $250 billion Azure deal with OpenAI, but warned that even record CapEx won’t fully meet demand. Alphabet’s historic…
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Jose Najarro
AI Packaging Arms Race: Amkor's $7B Bet, Intel's NVIDIA Win, and Cadence Riding the Wave
Amkor Technology supercharged its bet on U.S. soil with a massive $7 billion investment in Arizona, aiming squarely at an AI-driven advanced packaging…
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Jose Najarro
Margin Showdown: TI's Wafer Gamble, Intuitive's Robotic Surge, and Galaxy's $505M Crypto–AI Bet
Texas Instruments just made that bold bet, strategically cutting wafer starts to guard its precious free cash flow, even as data center demand surges…
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Jose Najarro
TSMC’s AI Engine Accelerates, AWS Stumbles, and Google's Blackwell Power Play
Did TSMC just solidify its reign over AI chips? With nearly 60% gross margins and record-high AI-driven revenues, the Taiwanese giant is rapidly pulling…
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Jose Najarro
Semiconductor's Next Frontier: Starcloud’s Space Data Center, AMD’s Hyperscale Ramp, and ASML’s Strategic AI Move
Could AI data centers thrive in orbit? Starcloud’s upcoming launch of an NVIDIA H100-equipped satellite promises to slash energy and CO₂ costs by…
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Jose Najarro
Hyperscaler Hunger: Aehr’s AI Burn-In Surge, Vertiv’s Power Leap, and OpenAI’s Gigawatt Gamble
What happens when AI compute scales from gigawatts to gigadollars? Aehr Test Systems sees explosive demand as hyperscalers rush for high-volume AI…
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Jose Najarro

September 2025

No Revenue Hole Here: Marvell Accelerates, CoreWeave Deepens OpenAI Ties, Cipher Lands Mega Google-Backed HPC Deal
Marvell silenced skeptics this week, forecasting sustained growth with optics and switching businesses expected to outpace hyperscaler CapEx, ensuring…
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Jose Najarro
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Micron’s AI Profits Surge, CoreWeave Rides NVIDIA’s $100B Wave, and OpenAI Expands Stargate Mega‑Build
Did AI memory just become the hottest semiconductor segment? Micron’s record-breaking quarter and bullish guidance hint at a booming AI-driven memory…
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Jose Najarro
Micron's HBM Gamble, NVIDIA's $100B AI Bet, and IREN's Bold GPU Play: What's Next?
Welcome, AI & Semiconductor Investors,
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Jose Najarro
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Oracle’s $455B Cloud Explosion, AMD's 'No‑Asterisk' AI Gamble, and NVIDIA's $4T Infrastructure Wave
Could Oracle’s half-trillion-dollar cloud backlog reshape the AI landscape? With a staggering $455 billion in RPO driven by multi-cloud and AI database…
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Jose Najarro
AI Chip Shakeup: NVIDIA Battles U.S. Rules, Intel’s Bold Bet, and Nebius Scores Mega Microsoft Deal
Could a new wave of "U.S.-first" regulations rewrite the global AI chip market and put NVIDIA's soaring trajectory at risk? This week, the GAIN AI Act…
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Jose Najarro
Broadcom’s Record-Breaking AI Surge, AMD’s Data Center Dominance, and onsemi’s Hidden Turnaround Play
Are semiconductor investors underestimating the scale of Broadcom’s AI breakout? A fresh $10 billion order and record backlog suggest otherwise…
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Jose Najarro
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