Tech Brew Ride Home Thu. 03/20 – Is Apple In Its “Vista” Era?
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Mar 20, 2025 SoftBank makes waves by acquiring a chip startup for $6.5 billion. Nvidia's CEO announces they haven't been sought for rescuing Intel, sparking interest in chip market dynamics. OpenAI unveils its most expensive AI model yet, raising eyebrows about its performance. Meanwhile, Apple TV+ faces staggering losses exceeding $1 billion annually. The discussion draws a parallel between Apple's current struggles and Microsoft's infamous Vista era, questioning its innovation and execution strategies amid rising competition.
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SoftBank's AI Chip Play
- SoftBank's acquisition of Ampere Computing for $6.5 billion signifies the AI chip gold rush.
- Ampere's ARM-based chips offer power efficiency, addressing data center resource concerns.
NVIDIA's US Chip Focus
- NVIDIA's CEO, Jensen Wong, denies involvement in any consortium to operate Intel's factories.
- Wong also reveals NVIDIA's plan to invest heavily in US-made chips, boosting supply chain resilience.
iPhone 16e Modem Performance
- Ookla's analysis reveals that iPhone 16e's C1 modem performance varies across carriers.
- While faster on AT&T and Verizon, it underperforms on T-Mobile's 5G standalone network.