Institutional Investors Starting to Push Back on the Excessive Debt Issuance by the Hyperscalers
Amazon's $25B debt issuance on 7 July drew weak investor demand, signaling a potentially cold reception for future large-scale capital raises by...
158 Views
No Tariffs on Semiconductors – but Does It Matter?
​US import tariffs on Korea and Taiwan are high, but no reciprocal tariff on semiconductors. Apple and Nvidia don't import semis from these...
380 Views
IS AI Spending Poised to Fall?
​Hyperscaler CapEx growth may be slowing as Microsoft cuts spending in Q4 while Amazon, Facebook, and Alibaba increase theirs, leading to a...
755 Views
Semis Just Broke a Record. Why Did Nobody Notice?
​August's semiconductor revenues hit a record high of over $53 billion, but concerns about a potential market collapse are overshadowing the...
603 Views
ChatGPT o1 (Strawberry) and Memory
Strawberry was a breakthrough. Some people ask, “What’s the big deal?” but feasibly, there is a new scaling law working in tandem with training,...
584 Views