By Carter James | Oplexa Insights May 2026 | 18 Min Read On May 14, 2026, TSMC raised its long-term semiconductor market forecast by 50% in a single announcement. The
By Carter James | Oplexa Insights May 2026 | 18 Min Read Broadcom AI revenue 2026 is the single most important data point in the custom AI chip market right now.
By Carter James | Oplexa Insights May 2026 | 15 Min Read Introduction The Microsoft OpenAI partnership that once defined the AI industry has fundamentally changed. On April 27, 2026,
By Carter James | Oplexa Insights May 2026 | 18 Min Read Amazon Trainium 3 is no longer a promising challenger. It is a production-deployed, revenue-generating AI chip business with $225
By Carter James | Oplexa Insights April 2026 | 20 Min Read Four of the world’s five largest companies reported earnings today — and the single most important question for
By Carter James | Oplexa Insights April 2026 | 18 Min Read On April 24, 2026, NVIDIA’s $5 trillion market cap became a reality — the first semiconductor company in history to
By Carter James | Oplexa Insights April 2026 18 Min Read In a 48-hour window this week, two of the most consequential AI model releases of 2026 landed simultaneously: OpenAI’s
The world’s largest technology companies have collectively committed more than $660 billion to build the AI data centers that will power the next decade of artificial intelligence. Yet across Virginia,
By Carter James | Oplexa Insights April 22, 2026 | 20 Min Read Google Cloud Next 2026 is not a product launch event. It is a platform declaration. The conference runs
By Carter James | Oplexa Insights April 2026 | 07 Min Read ⚡ Key Takeaway (TL;DR) Advanced chip packaging — specifically TSMC’s CoWoS (Chip-on-Wafer-on-Substrate) technology — has emerged as the
