The lawsuit encompasses both GaN and SiC products from Navitas — from the patent listing on the Wolfspeed announcement, it looks like they are going after the entire Navitas portfolio! Not a good look.

CXMT is #4 in the memory market after the big 3. Memory is like a broken Jevon’s paradox : The more expensive it gets, the more people will buy.

See the trend developing here? Each model maker is teaming up with a chip design house to make their own chips. OpenAI’s Jalapeno, Anthropic chip in the works, and now zAI? The hardware and model layer is coalescing. Pay attention.

Empower has a whole slew of integrated voltage regulator products which fit next to the chip ensuring vertical power delivery. Now this IP belongs to Analog Devices. Could be a strong power player in the future — note to self: watch closely.

I am guessing that a lot of inference accelerators with a TCO focus will find homes in sovereign AI deployments around the world, especially in cost sensitive places or those without too much energy surplus.