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S&P Global Market Intelligence CONTRIBUTOR
John Abbott covers systems, storage and software infrastructure topics for 451 Research, a part of S&P Global Market Intelligence.Full Bio
Apr 2024
Research

Semiconductor Digest: A roundup of the latest developments

AI, particularly the training of generative AI large language models (LLMs), continues to drive the majority of semiconductor market activity. NVIDIA Corp.'s launch of its Blackwell graphics processing unit (GPU) in March at the company's GPU Technology Conference (GTC) was the centerpiece and attracted record crowds of developers, data scientists, GPU cloud clustering vendors ...

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    Mar 2024
    Blog

    NVIDIA's AI chip surge visualized

    After a blowout earnings report for the fourth quarter 2023, with revenues growing 265.3% year over year, NVIDIA Corp. now generates more annual revenue than Intel and is closing in on Taiwan Semiconductor Manufacturing Co. Ltd. NVIDIA grew its full-year revenue to $60.92 billion, up 125.9% year over year. Among the top five semiconductor companies, NVIDIA is the only one that ...

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    • Technology, Media, and Telecom
    Aug 2022
    Blog

    US CHIPS Act is only a small step toward a very big problem

    The passage of the CHIPS and Science Act of 2022 represents a major U.S. government intervention in industrial development and economic policy — particularly the semiconductor sector. It promises to inject $52.7 billion over the next five years to stimulate a return to national manufacturing, which has been gradually lost over the past half century. While strong in chip design,...

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