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Tech Winners and Losers from Trump 2.0
In the tech world, who wins and who loses from Donald Trump’s return? That’s the subject of a forthcoming Exclusive Report for subscribers to the Gilder Technology Report. In the meantime, here are some thoughts. We have not been fans of the sanctions against China. We don’t like to see U.S. semiconductor companies losing revenue […]
A Sideways Market, A Huge Opportunity for Tech Investors
Despite the Fed’s best efforts to stifle the economy—which it bizarrely believes is the way to conquer inflation—we are not going to have a recession. That’s the conclusion of our Eagle colleague and favorite living economist, Mark Skousen, editor of Forecasts and Strategies. Mark will go down in history for founding FreedomFest and, among other […]
A Great Time to Be Alive
As 2025 opens with Los Angeles aflame and the world fraught with a crisis of the old political order, emerging is a future of supreme promise in new technology. From the physics and finance of microchips to the launch of hyperscale computers and the exa-fabric of the “Internet of Things,” the new year portends a […]
Extra! Extra! Nvidia Buys Intel!!!!! Next Stop $5 Trillion!!!!! Well… We Can Dream Can’t We?
By George Gilder and Dr. Robert Castellano With Lina Khan finally out of the Federal Trade Commission, maybe we can have a Commission that actually favors trade. Crucial to a trade policy that advances American competitiveness is to be strategic about size. In a global market, America will often be better […]
How to Make Money in the Coming Nuclear Counterstrike!
The data center energy crisis is not new. Already 20 years ago, as I recounted in “Life After Google,” the search engine titan invested some $2 billion to create its first owned data center by the Dalles Dam on the Columbia River. The dam, with its 1.8 gigawatt power station, provided cheap subsidized power even […]
Tit-for-Tat: Apple vs. Nvidia
This past summer, Apple (AAPL) announced it would no longer use Nvidia (NVDA) GPUs (graphic processor units) to train its AI models. Instead, it would turn to Google’s (GOOG) tensor processing units (TPUs) for now until it could shift to its own “Baltra” processor still in development. The move did not surprise us. The two […]
Happy New Year, ‘Cause We’re All Going to Get Really Rich
In 2015, the global semiconductor industry pulled in $335 billion in revenue. In 2025, it will more than double that to nearly $690 billion. We’ve become so accustomed to exceptional growth in this industry that those numbers may not seem remarkable. They are. Not since the infancy of the industry have semiconductor revenues grown so […]
Biden’s Commerce Secretary: Sanctioning China Was a ‘Fool’s Errand’
Our Oxford English Dictionary informs us that a “Fool’s Errand” is “a task or activity that has no hope of success; a fruitless undertaking.” We note this because, according to the Wall Street Journal, “fool’s errand” is how Joe Biden’s outgoing Commerce Secretary Gina Raimondo describes her own administration’s four-year effort to hold back China’s […]
Born to Give Them Second Birth
At just about noon on Christmas Eve, the parts of our brains devoted to technology and investment become oddly slow to respond. Like the shepherds, we become attuned to events more important than work. We are inclined not to toil but to celebration of the coming of the One […]
Double Secret Inflation
Congress has made itself—and therefore voters—increasingly irrelevant to domestic policy by quietly offloading its real power to the administrative state. On inflation of the dollar, both Congress and the White House have taken quite the opposite tack. They pretend that it’s all up to the Fed, when the Fed is all but powerless on inflation. […]