US Intel(stratechery.com)
487 points by maguay | 517 comments
Stratechery article by Ben Thompson analyzing the U.S. government's stake in Intel and the case for it, starting with a steelmanning framing.
First screen, captured .
Looks similar
TSMC Risk(stratechery.com)
95 points by swolpers | 57 comments
Anthropic's Safety Superpower(stratechery.com)
187 points by swolpers | 162 comments
The iPhone's Last Stand?(stratechery.com)
170 points by swolpers | 208 comments
American Disruption(stratechery.com)
192 points by shishy | 150 comments
Related stories
Nvidia's $20B antitrust loophole(ossa-ma.github.io)
509 points by ossa-ma | 159 comments
Blog post arguing Nvidia's $20B deal for Groq's assets and hiring of CEO Jonathan Ross exploits an antitrust loophole to avoid merger scrutiny.
Nvidia is the central bank of AI(economist.com)
545 points by tolugenius | 385 comments
An Economist briefing arguing that Nvidia acts like a central bank for the AI industry by financing its customers, and asking whether those loans will prove sound.
Nvidia buys $5B in Intel(tomshardware.com)
935 points by stycznik | 569 comments
Tom's Hardware report on Nvidia buying $5 billion in Intel stock and the two jointly developing x86 RTX SoCs for PCs and custom data center x86 CPUs.
Nvidia Stock Crash Prediction(entropicthoughts.com)
396 points by todsacerdoti | 330 comments
Blog post on Entropic Thoughts estimating the probability of an Nvidia stock crash, prompted by a question in the 2026 ACX prediction contest.
The impact of competition and DeepSeek on Nvidia(youtubetranscriptoptimizer.com)
596 points by eigenvalue | 419 comments
Jeffrey Emanuel's long blog essay arguing the short case for Nvidia stock, citing competition from custom chips and efficiency gains like DeepSeek.
Nvidia sued for stealing trade secrets: blunder showed rival company's code(engadget.com)
325 points by bookofjoe | 193 comments
Engadget news article reporting that Valeo sued Nvidia for trade secret theft after a screensharing mistake revealed Valeo's code.