Apple has survived 50 years by being the only company integrating hardware and software; if the company loses because of AI ...

GTC 2026 marked an important inflection point for Nvidia, as the company is selling multiple architectures, instead of focusing on just one GPU. The motivation is serve all needs and keep all ...

Stratechery is on a bit of a disjointed Spring Break, as my usual week off will be spread out: There will be no Update on Thursday, March 19 There will be no Update on Monday and Tuesday, March ...

Arm is selling its own chips, not just licensing IP. It’s a big change compared to Arm’s history, but not surprising given how computing is evolving. Subscribe to Stratechery Plus for full access.

Welcome back to This Week in Stratechery! As a reminder, each week, every Friday, we’re sending out this overview of content in the Stratechery bundle; highlighted links are free for everyone.

Welcome back to This Week in Stratechery! As a reminder, each week, every Friday, we’re sending out this overview of content in the Stratechery bundle; highlighted links are free for everyone.

Stratechery is on a bit of a disjointed Spring Break, as my usual week off will be spread out: I will return to my usual posting schedule on Tuesday, March 31. All other Stratechery Plus content, ...

GTC 2026 marked an important inflection point for Nvidia, as the company is selling multiple architectures, instead of focusing on just one GPU. The motivation is serve all needs and keep all ...

Stratechery is on a bit of a disjointed Spring Break, as my usual week off will be spread out: I will return to my usual posting schedule on Tuesday, March 31. All other Stratechery Plus content, ...

Stratechery is on a bit of a disjointed Spring Break, as my usual week off will be spread out: I will return to my usual posting schedule on Tuesday, March 31. All other Stratechery Plus content, ...

Pretend, if you can, that the last week didn’t happen (a tall order for the Stratechery demographic, I know), and imagine another scenario: China invades Taiwan. What happens then? I’m not a military ...