Semiconductor News & Analysis Feed

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2026-05-30
spyglass.org 2026-05-30 spyglass.org
M.G. SIEGLER • #NVIDIA • MAY 29, 2026 Microsoft Seeks a Surface RT & Copilot+ PC Do-Over with NVIDIA Can the main AI chip maker ensure Windows owns the 'AI PC'? Have you heard? Intel is back, baby. A year ago, the peddlers of Pentium were all-but left for dead having missed not just the mobile revolution, but the AI one as well. Intel was an $85B company, while NVIDIA, long their GPU-focused litt