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Feb 29 min read
Digging Deep, Seeking Gold
It may just be a one time event, but if not, there is nothing good about the DeepSeek story for the Tech hardware supply chain.Â


Dec 23, 202410 min read
Intel's Offshoots, Bailouts, and the New Manhattan Project
A probable break up. A less needed bailout. And the only sustainable path forward. ...

Nov 25, 202412 min read
Piloting AI's Next Hardware Innovations
tl;dr No one in the Tech hardware supply chain can ignore the AI opportunity even if the outlook past the next two years is uncertain. AI...
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