How NVIDIA is Creating a $1.4 Trillion Market in Ten Years
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1:00:23
The Yellow Brick Road to Agentic AI
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43:48
Breaking Analysis: A Bold Plan to Spin Out and Revive Intel’s Foundry Business
This special Breaking Analysis outlines a bold plan for spinning out Intel’s foundry business, relying on multi-stakeholder investments from tech giants, private equity, and government funding, coupled with strategic partnerships with industry leaders like TSMC or possibly Samsung. Because only TSMC (or Samsung) has the necessary expertise to design, build and operate modern foundries and get to profitability in a reasonable timeframe.
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