AI Bubble Or Boom?


Are we in an AI bubble? Parallels are being drawn to the dot.com boom/bust of 1999-2000. In the dot.com bust, many high-tech companies valuations soared up 10X, then deflated. The peak P/E ratio for the Nasdaq Composite was 200! Remember Webvan? It went public November 1999 with an $8 billion valuation, then filed for bankruptcy 19 months later. It was much speculation without profits or gro... » read more

EDA Shows Continued Growth


EDA and IP revenue jumped 3.8% in Q2 to $1.65 billion, up from $1.59 billion in the same period in 2013, spurred by the need for new tools to design, create and verify SoCs using 16/14nm finFETs. Sequentially, the numbers reported by the EDA Consortium were down slightly from Q1, but the four-quarter moving average—considered a more reliable number because tools sales are long-term investm... » read more