CEO, Founder at Techstrong
Alan Shimel
All Articles
5 articles
Cisco Needs Its Own Silicon to Compete in AI Infrastructure
For most of Cisco’s history, the company occupied a well-defined place in the technology stack. Cisco built the networks that connected everything else. Servers evolved. Storage evolved. Applications evolved. Cisco moved the packets between them. That position created one of the most successful companies in technology history. It may not be enough for the AI […]
Alan Shimel · Jun 3, 2026 · 5 min

Every AI Story Eventually Becomes a Semiconductor Story
When I started covering technology, semiconductors were one of those industries that most people acknowledged as important but rarely paid much attention to. Chips were the engines underneath the hood. They powered servers, PCs, networking equipment and eventually smartphones, but they generally weren’t the story. The story was the software, the applications, the platforms and […]
Alan Shimel · Jun 2, 2026 · 5 min

Apple Was the Target. Intel May Be the Casualty
Microsoft and NVIDIA do not usually coordinate their social feeds for fun. So when the two companies posted matching teasers on May 29 promising “a new era of PC,” complete with map coordinates pointing at a venue in Taipei, the timing was not subtle. Computex opens June 2, Jensen Huang has a keynote, and the […]
Alan Shimel · Jun 1, 2026 · 6 min

NVIDIA Plays a Delicate Balancing Game
NVIDIA’s recent announcement that it plans to invest roughly $150 billion annually in Taiwan and establish a major headquarters presence there generated headlines around the world. Given Taiwan’s role in the semiconductor industry, the move was hardly surprising. TSMC manufactures NVIDIA’s most advanced chips, and the broader ecosystem of suppliers, packaging specialists and manufacturing partners […]
Alan Shimel · Jun 1, 2026 · 5 min

The AI Tariff We Are All Going to Pay (And it’s Not Energy Prices)
I recently wrote about the BYOP movement, where datacenter providers are increasingly making datacenter plans that include dedicated power, so consumers do not wind up paying a tax for the data center industry’s exploding energy demands. But there is another, perhaps bigger AI tax that we are going to
Alan Shimel · Mar 10, 2026 · 5 min