by Nicholas Rossolillo | Jul 23, 2024 | AI, Semiconductor Industry, stocks
Table of contents: Cadence completes its big acquisition Q2 financial highlights and updated 2024 guidance Cadence is foundational to AI Why was Q2 guidance “light?” A best bet on big chip and big tech custom AI designs Updated valuation notes for July 2024 Just to... 
by Nicholas Rossolillo | Jul 16, 2024 | AI, Cybersecurity, data center, stocks
Let’s talk about the internet and global IT infrastructure. It’s a complicated mess. The globe is criss-crossed with undersea and subterranean cables, connecting regional and major data center hubs, businesses, and consumers. It’s the bottom right box we illustrate in... 
by Nicholas Rossolillo | Jul 12, 2024 | AI, Semiconductor Manufacturing Equipment, stocks
We’re still in a lull before Q2 2024 earnings season begins in earnest, which gives us time to explore fun little research projects – and come to a deeper understanding of an often-explored part of the semi industry: Manufacturing equipment. Earlier in July, Applied... 
by Nicholas Rossolillo | May 31, 2024 | AI, data center, Semiconductor Industry, stocks
This post is taken from our show notes. A full list of these are available to our Semiconductor Insider membership via our Ko-Fi shop. Enjoy! Nvidia’s (NASDAQ:NVDA) accelerated computing data center boom has created a stir. More electricity is needed to operate... 
by Nicholas Rossolillo | May 25, 2024 | AI, data center, stocks
We realize that we need to be better about sharing content on our blog. And so, what better place to pick up the slack than with one of our top buys for 2024, PureStorage, which seems to be catching a fresh tailwind as the data center AI market heats up? This post was...