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.

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

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.

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 ...

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

Nvidia's results continue to be best understood by the imbalance between supply and demand; that story, though, differs between Blackwell and Hopper, and it impacts both Nvidia's prospects and its ...

With Stratechery Plus you get access to the subscriber-only Stratechery Update and Stratechery Interviews, and the Sharp Tech, Sharp China, Dithering, and Greatest of All Talk podcasts. The ...