Greetings from NYC. You've heard of Moore's Law – the density of transistors on silicon will double roughly every two years – but there's a new sheriff in town. While announcing new "Rubin" AI chip architecture ahead of the COMPUTEX conference in Taipei, NVIDIA CEO Jensen Huang pledged to release new AI chip technology on a one-year basis. While not quite a replacement for Moore's Law, it’s meaningful because it throws down the gauntlet for AMD, Intel, Qualcomm, and the rest of the chip-making world.
The space is heating up as Microsoft, Google, Amazon, and Apple are all busy designing their own chips. Will there be enough manufacturing capacity? It's the right question.
ABOUT SHELLY PALMER
Shelly Palmer is the Professor of Advanced Media in Residence at Syracuse University’s S.I. Newhouse School of Public Communications and CEO of The Palmer Group, a consulting practice that helps Fortune 500 companies with technology, media and marketing. Named he covers tech and business for , is a regular commentator on CNN and writes a popular . He's a , and the creator of the popular, free online course, . Follow or visit .
