What The Chip Happened?

[FREE PREMIUM] Oracle Earnings Deep Dive

🎁 This week’s FREE premium report is here. This is the same deep-dive analysis our community members get, yours at no cost. Want the numerous reports…

20 hrs ago • Jose Najarro

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Oracle Stumbles, Broadcom Soars, and China Ghosted Nvidia's H200

Oracle’s AI buildout hits labor and material walls. Broadcom prints a $73 billion backlog that won’t stop growing. And Nvidia gets the green light to…

Dec 13 • Jose Najarro

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$500 Billion Is Just the Start: NVIDIA’s Bold Bet, Amazon’s Silicon Siege, and Marvell’s Photon Gamble

Is NVIDIA’s massive $500 billion AI runway actually underselling its potential? While CFO Colette Kress casually dropped a bombshell that a mega-deal…

Dec 3 • Jose Najarro

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November 2025

AMD's $1T Quest, Nebius' Mega Meta Win & CoreWeave's $55B Backlog Bonanza

Could AMD realistically capture a slice of a trillion-dollar market? CEO Lisa Su unveiled a daring roadmap, targeting over $100 billion in data-center…

Nov 12 • Jose Najarro

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⚡ Capacity Crunch & AI Acceleration: AMD Levels Up, Navitas Reboots, Super Micro Doubles Down

AMD’s groundbreaking 6-gigawatt deal with OpenAI signals a seismic shift in the AI semiconductor wars, potentially unlocking over $100 billion in future…

Nov 5 • Jose Najarro

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October 2025

🏗️ 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…

Oct 30 • Jose Najarro

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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…

Oct 28 • Jose Najarro

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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…

Oct 23 • Jose Najarro

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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…

Oct 21 • Jose Najarro

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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…

Oct 16 • Jose Najarro

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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…

Oct 13 • Jose Najarro

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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…

Sep 26 • Jose Najarro

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