OpenAI is now offering ChatGPT Pro for $200/month, along with the full release of its o1 model. It also released Sora, its ...

Intel died when mobile cost it its software differentiation; if the U.S. wants a domestic foundry, then it ought to leverage the need for AI chips to make an independent Intel foundry viable.

Pat Gelsinger is out as Intel CEO. It seems likely that the board has cold feet about the foundry business, and a split may be forthcoming.

Generative AI is the bridge to the next computing paradigm of wearables, just like the Internet bridged the gap from PCs to smartphones.

AWS' re:Invent keynote was predicated on the idea that AI becomes a commodity, not something eternally special. Subscribe to Stratechery Plus to receive full access to Stratechery and a whole lot more ...

An interview with Tae Kim about his new book, The Nvidia Way, and how Jensen Huang built Nvidia to continuously invent the future.

Semiconductors are so integral to the history of Silicon Valley that they give the region its name, and, more importantly, its culture: chips require huge amounts of up-front investment, but they have ...

Apple's earnings reflect the company's device-centric approach to AI; then, the widescreen Mac display is the Vision Pro's killer app. Subscribe to Stratechery Plus to receive full access to ...