Foundry

Where the book uses it

• Chapter 5 — The Island in Every Machine

  Why every accelerator runs through Taiwan: the foundry, the packaging and the memory that are booked years ahead, and what that does to anyone arriving late with cash.

Also discussed in

• Chapter notes Chapter 5 — The Island in Every Machine

Sources that use it

• Intel, “Advanced Packaging Innovations,” Intel Foundry page, read 1 October 2026 (“Intel® Data Center GPU Max Series SoC: using EMIB 3.5D to create Intel’s most complex heterogeneous chip ever mass-produced with more than 100 billion transistors, 47 active tiles, 5 process nodes”). In the Sources
• Microsoft, FY2025 Q2 earnings call, 29 January 2025, transcript (Satya Nadella, asked about DeepSeek: “when token prices fall, inference computing prices fall, that means people can consume more. And there will be more apps written”, and “That type of optimizations means AI will be much more ubiquitous. And so, therefore, for a hyperscaler like us, a PC platform provider like us, this is all good news as far as I’m concerned”; his prepared remarks the same day, “DeepSeek’s R1 launched today via the model catalog on Foundry and GitHub”) In the Sources
• Microsoft, NVIDIA and Anthropic, “Microsoft, NVIDIA and Anthropic announce strategic partnerships,” joint announcement published simultaneously on all three newsrooms, 18 November 2025 (Anthropic “has committed to purchase $30 billion of Azure compute capacity and to contract additional compute capacity up to one gigawatt”; “Anthropic’s compute commitment will initially be up to one gigawatt of compute capacity with NVIDIA Grace Blackwell and Vera Rubin systems”; “NVIDIA and Microsoft are committing to invest up to $10 billion and up to $5 billion respectively in Anthropic”; no term is stated for the $30 billion; Anthropic’s copy alone closes “Amazon remains Anthropic’s primary cloud provider and training partner”, and NVIDIA’s alone writes “Microsoft Azure AI Foundry” where the other two write “Microsoft Foundry”). In the Sources
• Microsoft, second-quarter fiscal 2026 earnings call, 28 January 2026, transcript published by the company (Satya Nadella: “The key metric we are optimizing for is tokens per watt per dollar”; the three layers of the stack named as “Cloud & Token Factory, Agent Platform, and High Value Agentic Experiences”; the word order moves between calls, the first-quarter call of 29 October 2025 giving “maximizing tokens per dollar per watt,” so each quotation names its own call; “And over 250 customers are on track to process over one trillion tokens on Foundry this year”; Nadella on Copilot: “now have 15 million paid Microsoft 365 Copilot seats”; Amy Hood, chief financial officer, in prepared remarks: “paid M365 commercial seats grew 6% year-over-year to over 450 million”). In the Sources
• Intel, Form 10-Q for the quarter ended 27 June 2026 (Intel Foundry: revenue $5.765 billion, of which $293 million external; operating loss $2.089 billion; Intel 14A: “During Q2 2026, we committed to completing development of Intel 14A”, with “potential significant customers to evaluate Intel 14A for their future products”; the derivative suit over the warrant: “A stockholder filed a derivative lawsuit in the Delaware Court of Chancery in March 2026 against our directors, the Department of Commerce and Secretary of the U.S. Department of Commerce, Howard W. Lutnick”, claiming the directors “breached their fiduciary duties and engaged in waste by approving the Warrant and Common Stock Agreement” and “that the agreement was unlawful”; “Plaintiff seeks invalidation of the agreement, as well as damages on our behalf”; “In April 2026, the U.S. Department of Commerce removed the case to the U.S. District Court for the District of Delaware. In May 2026, defendants filed motions to dismiss”; Notes, Altera: “We provide semiconductor wafer manufacturing services to Altera, a related party, in accordance with a wafer manufacturing and sale agreement, for which we recognized revenue of $ 181 million in the second quarter of 2026”; Altera deconsolidated “effective September 12, 2025, following the closing of the sale of 51 % of Altera’s issued and outstanding common stock”). In the Sources

And 2 more: search the Sources.

Related terms

• Accelerator
• Frontier
• TSMC
• Booked, allocated, rationed
• Advanced packaging
• AI factory
• CHIPS Act
• Convertible
• CoWoS
• Custom silicon
• Cut-out
• DRAM