AMD
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DECODE MARKET
HUGGING FACE: the platform every AI giant has a reason to buy. But at what cost?
In 2023, HUGGING FACE brought SALESFORCE, GOOGLE, AMAZON, NVIDIA, INTEL, AMD, QUALCOMM and IBM onto its cap table. Three years…
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AI SHIFT
OLIX, FRACTILE, ETCHED: billions are flowing into AI’s future engines
While the training of large models has long attracted most investment, reasoning models are shifting the battle towards inference. OLIX,…
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CODE OF POWER
Why Dutch lithography giant ASML has become a strategic target for Washington
The semiconductor war has long been told through the names NVIDIA, TSMC, Intel, or Huawei. Yet the most strategic company…
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