SNPS

First, let me follow-up on yesterday’s piece related to Oracle’s eye-popping quarter and what it may have implied for the broader ecosystem. Later yesterday, WSJ reported that it was OpenAI who signed a contract with Oracle to buy $300 Billion of compute in the next five years! It

You can listen to this Deep Dive here Chip design has long been a paradoxical craft. On one hand, engineers must trust sophisticated software to help them craft circuits of mind-boggling complexity; on the other, they maintain a healthy skepticism, knowing a single flaw can doom a chip. The old