By Carter James | Oplexa Insights April 2026 | 07 Min Read KEY TAKEAWAY Meta has signed a landmark AI chip deal with Broadcom, extending their partnership through 2029. The
By Carter James | Oplexa Insights April 2026 | 07 Min Read On April 9, 2026, the Google Intel AI chip deal 2026 formalized what may be one of the
By Mitthan Meena | Oplexa Insights April 2026 | 09 Min Read Introduction: A New Era of Industrial Intelligence On April 7, 2026, the semiconductor world witnessed a tectonic shift.
By Mitthan Meena | Oplexa Insights April 2026 | 11 Min Read Five years. One contract. And a message to every chip company in the world: Google is not going
By Mitthan Meena | Oplexa Insights Mar 2026 | 18 Min Read Everyone is watching NVIDIA. Nobody is watching the company that makes NVIDIA possible. Samsung just delivered what may
By Carter James | Oplexa Insights Mar 2026 | 16 Min Read Your AI token costs dropped 280x in two years. Your AI bill went up 320%. Welcome to the
By Carter James | Oplexa Insights Mar 2026 | 12 Min Read The Question Every Semiconductor Strategist Is Asking Right Now For the past four years, the central question in
By Carter James | Oplexa Insights Mar 2026 | 18 Min Read Everyone is watching NVIDIA. Everyone is debating Broadcom. Everyone is tracking custom ASICs. But almost nobody is talking
By Carter James | Oplexa Insights Mar 2026 | 18 Min Read NVIDIA built a $4.6 trillion empire selling one product: the world’s most powerful AI chip. But the companies
By Carter James | Oplexa Insights Mar 2026 | 16 Min Read What if the real AI bottleneck was never the GPU? While the world debated NVIDIA vs AMD and custom
