Katie Tarasov

2K posts

Katie Tarasov banner
Katie Tarasov

Katie Tarasov

@KatieTarasov

Senior Producer at @CNBC covering microchips, Nvidia and AI. @NPPA past president. Run, snowboard, dive, climb, surf. Story hunting in 46 countries & counting

Richmond, CA Katılım Temmuz 2009
1.1K Takip Edilen3.4K Takipçiler
Katie Tarasov
Katie Tarasov@KatieTarasov·
Texas Instruments up 18%, on track for best day in almost 26 years. TI may not be making the buzziest GPUs and CPUs, but its analog chips are crucial in AI data centers for power and converting signals to data. See my tour of new $60 billion fab at end! cnbc.com/2026/04/23/tex…
English
0
0
0
58
Katie Tarasov
Katie Tarasov@KatieTarasov·
Marvell popped 6% today...because sounds like it'll be helping Google with two new AI chips. Don't forget Broadcom and Google just extended their partnership until 2031 too. Google just can't get enough silicon diversification right now cnbc.com/2026/04/20/mar…
English
0
1
1
369
Katie Tarasov
Katie Tarasov@KatieTarasov·
Gamers got Nvidia through near bankruptcy in 1999 by buying its first GPU. Now they feel left behind. AI chips are 91% of revenue, 2026 may be the 1st year w no new GeForce GPU, and @KindaFunnyVids tells me DLSS 5 ‘feels like a slap in the face’ cnbc.com/2026/04/18/nvi… @Srasgon
English
4
0
5
558
Katie Tarasov
Katie Tarasov@KatieTarasov·
Two of chips biggest names reported strong earnings in the last two days...yet Wall Street is less than impressed. My analysis on why #ASML and #TSMC are down: it's all about sky-high expectations, even though AI chip demand is soaring cnbc.com/2026/04/16/tai…
English
0
0
3
221
Katie Tarasov
Katie Tarasov@KatieTarasov·
TIL scientists chose 4.14 as World Quantum Day because it's the first three digits of the Planck constant. Sometimes I love reporting on this beat so much. Curious to see what @nvidia's "Ising" models do for quantum computing adoption cnbc.com/2026/04/16/qua… w @samantha_subin
English
1
0
3
181
Katie Tarasov
Katie Tarasov@KatieTarasov·
ASML earnings today are strong, but the stock is down 6%. Why? Because China sales are down (19% compared to 36% last quarter). I went to the Netherlands to see ASML's $400 million High NA EUV machines...but it's DUV machines are now banned from China too cnbc.com/2026/04/15/asm…
English
0
0
2
235
Katie Tarasov
Katie Tarasov@KatieTarasov·
One more today from me and @jordannovet: Meta + Broadcom agree to 1 GW of custom chip deployment as Broadcom CEO Hock Tan plans to leave Meta's board
Techmeme@Techmeme

Meta and Broadcom announce an expanded partnership to co-develop multiple generations of Meta's MTIA chips; Broadcom CEO Hock Tan plans to leave Meta's board (CNBC) cnbc.com/2026/04/14/met… #a260414p42" target="_blank" rel="nofollow noopener">techmeme.com/260414/p42#a26… 📥 Send tips! techmeme.com/contact

English
0
2
3
730
Katie Tarasov
Katie Tarasov@KatieTarasov·
Here's my story on why Nvidia is having its longest winning streak since 2023, on the heels of dispelling yesterday's rumors. Nvidia telling me it's "not engaged in discussions to acquire any PC maker."
Techmeme@Techmeme

Nvidia stock rose 18%+ over the past ten days, its longest winning streak since 2023; Jensen Huang said in March that Nvidia has $1T of GPU orders through 2027 (@katietarasov / CNBC) cnbc.com/2026/04/14/nvi… #a260414p33" target="_blank" rel="nofollow noopener">techmeme.com/260414/p33#a26… 📥 Send tips! techmeme.com/contact

English
0
0
1
281
Katie Tarasov
Katie Tarasov@KatieTarasov·
Google’s used Intel chips since its earliest “corkboard” server rack prototype in 1998. Today the two announced an extension of that partnership - for Xeon 6 CPUs (made on 18A in Arizona) - and IPUs the’ve co-developed since 2022: cnbc.com/amp/2026/04/09…
English
0
0
3
262
Katie Tarasov
Katie Tarasov@KatieTarasov·
Advanced packaging - it’s a last step in making chips - and the next AI bottleneck. #Nvidia has reserved most of it and 100% of TSMC chips have to be sent to Taiwan for it. Now TSMC is building its first U.S. packaging plants as @elonmusk taps Intel for it youtu.be/a0uQ1ZxfxfQ?si…
YouTube video
YouTube
English
1
1
7
992
Katie Tarasov
Katie Tarasov@KatieTarasov·
Intel's foundry ambitions are alive and well. It just dropped $14 billion to buy back full ownership of Fab 34 in Ireland, where it makes older chip nodes. Also a sign that CPU demand is high across the board right now. cnbc.com/2026/04/01/int…
English
0
0
5
330
Katie Tarasov
Katie Tarasov@KatieTarasov·
Just a lil 6x boost from the original planned spend. Meta goes from $1.5b to $10b commitment to get new AI data center in El Paso, Texas, to 1GW by 2028 cnbc.com/2026/03/26/met…
English
0
2
4
480
Katie Tarasov
Katie Tarasov@KatieTarasov·
Another bit of @Arm news from me today - the new chip dropped the stock 1.5% then it popped 6% when investors heard these numbers
Techmeme@Techmeme

Arm CEO Rene Haas projects $25B in revenue in 2031, up from $4B in 2025, including $15B from sales of Arm's first in-house chip; ARM jumps 6%+ after hours (@katietarasov / CNBC) cnbc.com/2026/03/24/arm… #a260324p48" target="_blank" rel="nofollow noopener">techmeme.com/260324/p48#a26… 📥 Send tips! techmeme.com/contact

English
0
0
5
1.1K
Katie Tarasov
Katie Tarasov@KatieTarasov·
It's here. Arm is making physical silicon for the first time. It's a data center CPU optimized for AI inference - and I got an exclusive first look at the chip and the $71 million lab Arm built in Austin, Texas, to make it happen. @PatrickMoorhead @Arm youtu.be/zkTrk_ymh4g?si…
YouTube video
YouTube
English
2
5
29
9.9K
Katie Tarasov
Katie Tarasov@KatieTarasov·
My take from #GTC26 today: Nvidia’s “received purchase orders” from China for H200 processors - previously banned by Trump, and Chinese license restrictions. Huang told @KristinaParts that the company now has clearance from both sides. cnbc.com/2026/03/17/nvi…
English
0
0
2
349
Katie Tarasov
Katie Tarasov@KatieTarasov·
New Groq chip with a single core for speeding up Rubin GPUs, and, as predicted - an entire rack filled only with CPUs. Here's a recap of the #GTC26 keynote highlights cnbc.com/2026/03/16/nvi…
English
0
0
0
349

Keşfet

@Apple @BenBajarin @KindaFunnyVids @Srasgon @nvidia @samantha_subin @jordannovet @PatrickMoorhead