Execs Debunk Misinformation, Restoring Investor Trust
Matt Murphy at $MRVL and Hock Tan at $AVGO crushed it in the Q&A. The reason the market reacted wasn't that this was the first time going after it, but they reminded listeners what they were told before, what really happened, and therefore increased trust about the future.
Chill MWC Sparks Questions on 6G Funding and LEO Impact
Back home. Came back a day early. I’ve been to at least 14 MWCs. This one has to be the chillest I’ve attended. Optimism was tempered. My biggest question is where will the CAPEX come from to build out...
Broadcom's AI Surge Threatens Margins Amid Scaling Test
$AVGO reports Q1 FY2026 after the close today. The bull case is straightforward- AI revenue targeting ~$8.2B would represent roughly 2x year-over-year growth, driven by custom XPU demand from hyperscalers. I've always said we'd get to compute specialization as the...
Intel Xeon 6+ Packs
Here a pic on the @Intel Xeon 6+ (Clearwater Forest): up to 288 Darkmont E-cores via 12 Intel 18A compute tiles, stacked on 3 Intel 3 active base tiles with Foveros Direct 3D, plus EMIB for on-package tile interconnect (and...
Nvidia Backs Coherent with $2B, Fuels Optical AI Race
$COHR just landed a $2B equity investment from @NVIDIA plus a multi-year, multi-product supply agreement with a multibillion-dollar purchase commitment. The framework runs through 2030, with revenue contribution starting in CY27. 5 things that matter: 1.This is about co-packaged optics and advanced...
Qualcomm Unveils AI200: Rack‑Scale Inference with 43 TB Memory
Just spent time at the Qualcomm booth at MWC 2026 looking at its latest AI datacenter rack with the AI200. Qualcomm is positioning AI200 as a rack-scale AI inference platform aimed at large datacenter deployments and lowering total cost of...
AI‑Driven Earnings Surge Shapes Tech Market This Week
The Week Ahead in Technology for March 2, 2026: MWC Barcelona opens with @Qualcomm @Nokia @CiscoSystems @HPE showcasing 5G/6G and AI networking. $AVGO reports with $73B AI backlog in focus. $MRVL and $CRWD also report. @Apple should launch sub-$600...
Leadership Emphasizes Real Constraints Over Hype in Chipmaking
Had the opportunity last week to share my perspective with the top 200 leaders at $AMAT as they plan the next phase of chipmaking. These are the discussions that matter to me: real technology constraints, hard tradeoffs, and long-term industry impact,...
Qualcomm Expands Stack Control with 6G, Wear Elite
$QCOM opened MWC26 with five connectivity announcements that matter: X105 Modem-RF adds NR-NTN satellite (voice, video, data), FastConnect 8800 is Qualcomm’s first mobile Wi-Fi 8 push, Dragonwing broadens Wi-Fi 8 across the portfolio, Snapdragon Wear Elite moves to 3nm, and...
HPQ Beats, AI PCs Rise, Memory Costs Pressure Margins
Been traveling, catching up on earnings. $HPQ had a double beat, and for the guide made clear that costs and mix drive the next stage, not demand. • Personal Systems did the heavy lifting: $10.25B (+11% YoY) with units up...
Qualcomm's New Hire Strengthens Strategy, Not Intel Concerns
Great $QCOM hire. And no, I don’t think this means there is something wrong with $INTC Foundry roadmap or something like that. Kevin brings the experience a company like Qualcomm needs. https://t.co/KQnEDiHZ3o
NVDA Still Flat After Stellar Earnings, Beats Whisper
I’m surprised that $NVDA isn’t up big time after that masterpiece. Crushed the whisper, too.
US May Seize Chip Foundries Amid China‑US GPU Race
This isn’t new. Here’s an article from 2024. US Generals have publicly indicated 2027, but the recent PLA leadership purge should be alarming. And China realizes they need bleeding edge GPU to keep pace with US models and datacenters. Alarmed...
Touchless TSA Cuts Wait to Under a Minute
I was expecting a mess at the airport with TSA but with touchless I got through in 1 minute with 3 people ahead of me. Nice job @TSA.
Discussing Nvidia Earnings, Cloud Debt, and Emerging AI Firms
Headed on @CNBCOvertime in a bit to talk $NVDA earnings, Cloud debt, and interesting AI companies I'm tracking. https://t.co/F6LkN3AUt6
China’s Node Surge Forces GFS to Target Allies
With China ramping up mature node at insane rates, where does that leave $GFS? Sell only to allies? UAE has some big aspirations here. Yes, I know, Mubadala, I was at AMD when we spun GF.
MI455X Set to Generate Revenue in H2 2026
I have very high confidence that MI455X will ship for revenue in 2H26. Token generation naturally will be after that. There’s always a ramp and the only question is how steep the ramp.
Earnings Surge, AI Capex Debate Drives Tech Outlook
The Week Ahead In Technology for February 16, 2026. Markets reopen after Presidents’ Day into a big earnings week. $ADI is the key semi cycle read with 41% EPS growth expected. $PANW tests enterprise cyber spend. $CDNS gives a read on...