This Newsletter was built to solve the pain point of getting the latest news on A.I. chips, semiconductors, datacenter innovation and chip news.

It is a bit of a passion project as I cover and learn more about emerging tech. I am interesting in particular in:

  • The bleeding edge of A.I. chips

  • How venture capital hopes to solve the supply-demand issues around Generative AI GPUs and specialized hardware

  • The Venture projects of Sam Altman and Maysonashi Son

  • How Nvidia might scale

  • Semiconductor stocks and related stocks to the global supply chain

  • China’s pivot to self-sufficiency after U.S. bans on A.I. chips

This Newsletter was inspired by the analysts in Taiwan, Dan. (Though I do not know Dan personally).

The frequency may only be once after week or two, I am not sure.

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This Newsletter was built to solve the pain point of getting the latest news on A.I. chips, semiconductors, datacenter innovation and chip news.

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Michael is an amateur futurist with 210,000 LinkedIn followers and a 2-time LinkedIn Top Voice. Obsessed with future topics such as A.I, robotics, quantum computing, startups, investing, venture capital, business and technology trends.