Deep Dive
Semiconductors · AI
How McDonald’s French Fries, a Dentist’s Basement, and Raw Idaho Stubbornness Created America’s Secret AI Superweapon
Everybody’s talking about Nvidia. Almost nobody’s talking about the company in Boise that Nvidia literally can’t function without. That’s either a massive opportunity or a spectacular trap.
Deep Dive
Semiconductors · AI
Lisa Su and Jensen Huang Are Cousins. One Built a $4T Empire. The Other Is Coming for It.
She inherited a dying company worth less than a Snapchat acquisition. She turned it into a $250 billion challenger. Now she’s picking a fight with the most valuable company on Earth — run by her own cousin.