The AI Stack | A Five-Layer Cake

When Jensen Huang, the founder and CEO of NVIDIA, takes the stage, the industry listens. Not merely because NVIDIA’s market capitalization briefly exceeded $5 trillion in late 2025 — a figure that would have seemed hallucinatory just three years ago — but because Huang has an unusual gift: the ability to articulate, with the precision of an engineer and the[…]

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The Quiet Revolution of RISC-V and Why Open-Source Chips Are Poised to Disrupt the Processor Industry

In a year dominated by AI innovation, geopolitical chip tensions, and new form factors in computing, one of the most transformative shifts in the semiconductor world has been flying under the radar. RISC-V (pronounced “risk-five”), an open-standard instruction set architecture (ISA), is increasingly being viewed as the Linux of the chip world. As of mid-2024, a growing chorus of startups,[…]

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