– Intel Vision 2024 Event, Intel Gaudi 3, Xeon 6
– Meta MTIA accelerator chip
– Nvidia GPU shortage easing
– Category Theory, Categorical Deep Learning, Geometric Deep Learning
– China economic growth plans, high end manufacturing industrial policy

– TSMC Arizona back on schedule
– Dutch government support for ASML
– Intel Foundry profitability
– TSMC expands CoWoS capacity
– SK Hynix $3.9B for Indiana HBM fab and R&D with Purdue
– Quantinuum and Microsoft show major improvement for qubit fidelity

– Microsoft OpenAI $100B Stargate supercomputer
– Eviden winning deals, growing and hiring
– Alibaba RISC-V datacenter chip
– Linear Pluggable Optics Multi-Source Agreement, LPO-MSA
– Nvidia banning CUDA translation software like ZLUDA

– Nvidia GTC24
– Intel fab and US CHIPS Act
– Who isn’t in the Ultra Ethernet Consortium?
– Samsung HBM-or-GPU blend

– European AI Act
– 5nm Cerebras Wafer Scale Engine 3
– A faster matrix-multiply algorithm?
– Meta’s GenAI Infrastructure

– IndiaAI Mission, including a 10,000-GPU supercomputer
– Countries court chip manufacturers for local fabs
– AI value-chain consolidation from fabs to apps to clouds
– Atos spinout of Eviden caught in financial complexity