Dr. Robert Castellano has over 40 years of experience analyzing the high-tech industries. He is president of The Information Network (www.theinformationnet.com). He earned a PhD degree in Chemistry from Oxford University (UK). His PhD thesis advisor, John Goodenough, won the Nobel Prize in Chemistry in 2019 for the invention of the Lithium Ion Battery. He writes with George Gilder, novelist, futurist, and economist, and his team for Eagle Financial Publishing.
The next leap in Nvidia's AI performance may have nothing to do with the GPU itself. A shift in the material holding these chips together could determine how much memory fits in…
Dr. Robert Castellano Anthropic and OpenAI's warnings about AI agents acting outside their boundaries sent cybersecurity stocks surging, but the companies investors rushed to buy face very different odds of turning that urgency into real…
Dr. Robert Castellano TSMC's advanced-packaging industrial park signals a surge in chip manufacturing complexity, and the companies that profit most will not be the ones building the packages. Three equipment suppliers sit at a critical…
Dr. Robert Castellano