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Rakesh Kumar

Stay informed with Rakesh Kumar’s coverage and analysis.

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Commentary
The AI economy could crash on mounting chip costs — and those token costs won’t help
By Rakesh KumarMay 30, 2026
Rakesh Kumar
Commentary
China does not need Nvidia chips in the AI war — export controls only pushed it to build its own AI machine
By Rakesh KumarDecember 3, 2025
AI helped save the chip industry. What happens if it turns out to be a bust?
Commentary
AI helped save the chip industry. What happens if it turns out to be a bust?
By Rakesh KumarJuly 12, 2025
As the chip race heats up, a new multipolar world is taking shape
Commentary
As the chip race heats up, a new multipolar world is taking shape
By Rakesh KumarJune 12, 2024
The green revolution runs on chips–but there is no good way to make the fragile semiconductors ecosystem sustainable in the short term
Commentary
The green revolution runs on chips–but there is no good way to make the fragile semiconductors ecosystem sustainable in the short term
By Rakesh KumarDecember 26, 2023
A technician inspects a semiconductor wafer during testing in the cleanroom
Commentary
U.S. chip efforts have focused on advanced semiconductors–but low-tech legacy chips could give China an unexpected edge
By Rakesh KumarAugust 18, 2023
We need more powerful processors for the A.I. revolution. Too bad the chip industry is not keeping up
Commentary
We need more powerful processors for the A.I. revolution. Too bad the chip industry is not keeping up
By Rakesh KumarJune 12, 2023
We’re going to see another chip shortage—despite the CHIPS and Science Act
Commentary
We’re going to see another chip shortage—despite the CHIPS and Science Act
By Rakesh KumarMarch 11, 2023
A Chinese woman wearing a mask looks at a semiconductor wafer
Commentary
Chip bans on countries like China will hurt the U.S. more than they’ll help. They won’t even work
By Rakesh KumarSeptember 28, 2022
Senator Maria Cantwell holds a model of a computer chip
Commentary
Chipmaking CEOs say they need long-delayed CHIPS Act funding to save U.S. chip manufacturing. But it won’t work
By Rakesh KumarJuly 13, 2022
Technicians inspect a semiconductor wafer
Commentary
Countries will solve the chip crisis by working together, not by acting alone
By Rakesh KumarApril 29, 2022
Discarded computer chip boards in a pile
Commentary
India’s foray into chip manufacturing is doomed. Better for the country to focus on chip battles it can win
By Rakesh KumarFebruary 22, 2022
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Law
Egg companies made $1.22 billion in profit off a $6 carton — now they’re buying their way out of a price-fixing case with 53 million donated eggsplaceholder alt text
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Economists have found an answer to slowing cognitive decline: Avoid retiring early, study findsplaceholder alt text
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