Ai Chips

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Art by Clark Miller
Power and Influence

How the Architect of California’s Billionaire Tax Became Tech’s Villain

By Eli Rosenberg · Feb 6, 2026 11:04am PST · 2 comments
Around the time he filed the billionaire tax proposal that has shaken up the tech world and ignited a debate about wealth taxes nationwide, Dave Regan, president of the California-based union behind the effort, convened a group of fellow labor leaders to solicit their thoughts. In a videoconference, he told the group he had a 30-day... Around the time he filed the billionaire tax proposal that has shaken up the tech world...
Nvidia CEO Jensen Huang holds a Grace Blackwell NVLink72 at CES 2025. Photo by Patrick T. Fallon/Getty Images

How Nvidia and Big Customers Finally Conquered Blackwell ‘Challenges’

By Qianer Liu, Anissa Gardizy and Wayne Ma · Feb 6, 2026 6:00am PST · 1 comment
A year ago, Jensen Huang, CEO of Nvidia, told analysts that transitioning from an earlier generation of AI server chips to a newer one, known as Blackwell, was “challenging” for the company’s customers because of the chips’ greater complexity. “The chassis, the architecture of the system, the hardware, the power delivery, all of that had to... A year ago, Jensen Huang, CEO of Nvidia, told analysts that transitioning from an earlier...
Amazon CEO Andy Jassy. Michael M. Santiago/Getty Images.
The Briefing

Amazon’s Cloud Liftoff

By Martin Peers · Feb 5, 2026 5:00pm PST
Talk about raising the stakes. A day after Google parent Alphabet scared the market by projecting plans to double its capital expenditures to around $180 billion, Amazon went one better by announcing it plans to lay out $200 billion on capex this year, 56% higher than what it spent in 2025. Investors were just as unimpressed as they had been... Talk about raising the stakes. A day after Google parent Alphabet scared the market by projecting...
Outside of a TSMC microchip fabrication plant in Taichung, Taiwan. An Rong Xu for the Washington Post/Getty Images.
Exclusive

TSMC Can’t Make AI Chips Fast Enough

By Qianer Liu · Jan 14, 2026 7:00am PST · 2 comments
Last November, during one of Nvidia CEO Jensen Huang’s five visits to Taiwan last year, he and CC Wei, CEO of Taiwan Semiconductor Manufacturing Co., met with reporters. Wei told the assembled media that Huang had come to ask for more chips, to which Huang, standing next to him, replied: “Yes!” Huang wasn’t the only U.S. tech executive making... Last November, during one of Nvidia CEO Jensen Huang’s five visits to Taiwan last year, he and CC...
OpenAI CEO Sam Altman, left and Amazon CEO Andy Jassy via Getty. Collage by Clark Miller.
Exclusive

OpenAI in Talks to Raise At Least $10 Billion From Amazon and Use Its AI Chips

By Anissa Gardizy, Sri Muppidi, Cory Weinberg and Amir Efrati · Dec 16, 2025 6:19pm PST · 1 comment
Amazon is in talks to invest $10 billion or more in OpenAI, according to three people familiar with the discussions. The valuation would be higher than $500 billion, one of the people said. The Amazon investment would help OpenAI afford some of the commitments it has made to rent servers from cloud providers, including from Amazon Web Services.... Amazon is in talks to invest $10 billion or more in OpenAI, according to three people familiar...