Stephen Nellis
San Francisco, California, United States
4K followers
500+ connections
About
I cover computing from Silicon Valley for Reuters, the global news agency.
Articles by Stephen
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Where in the world are your AI chips? Also, robot assistants, quantum networks and uncertain smartphone times.
Where in the world are your AI chips? Also, robot assistants, quantum networks and uncertain smartphone times.
We kicked off the week at the Reuters chip team with a story from myself and Max A. Cherney about potential new…
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Intel's newest foundry tech, Mr. Huang goes to Washington, and tariff uncertainty for Apple and Qualcomm
Intel's newest foundry tech, Mr. Huang goes to Washington, and tariff uncertainty for Apple and Qualcomm
A full slate of corporate earnings calls this week gave us a look at how President Donald Trump's tariff proposals are…
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TSMC's "Money Charts," Intel's long road ahead, and a mystery meeting of CEOs
TSMC's "Money Charts," Intel's long road ahead, and a mystery meeting of CEOs
This week, TSMC revealed its newest process technologies, Intel revealed how long the road back to health will be, and…
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Nvidia's H20 halt, Intel's first flattening and AI servers that could heat your jacuzzi
Nvidia's H20 halt, Intel's first flattening and AI servers that could heat your jacuzzi
(Programming note: Due to some holiday activities last week on my part, we'll have two newsletters this week - one to…
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Intel CEO's China investments, optical everywhere, and iPhones by the ton
Intel CEO's China investments, optical everywhere, and iPhones by the ton
Welcome to the inaugural edition of Signal to Noise, a (mostly) weekly round-up of my and my colleagues' work at…
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Activity
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It's not all the time at a mainstream business publication like Reuters I get to dive in to the tech that makes the tech work, but big thanks to Russ…
It's not all the time at a mainstream business publication like Reuters I get to dive in to the tech that makes the tech work, but big thanks to Russ…
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Every era of technology has its “invisible gear” aka the critical component that quietly enables everything else to scale. In the early days of…
Every era of technology has its “invisible gear” aka the critical component that quietly enables everything else to scale. In the early days of…
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A huge week in Taiwan. 🚀 Ten Playground Global companies. Two launches. Six new partnerships. Fifty journalists. 📸 100+ investors. One tech…
A huge week in Taiwan. 🚀 Ten Playground Global companies. Two launches. Six new partnerships. Fifty journalists. 📸 100+ investors. One tech…
Liked by Stephen Nellis
Experience
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Education
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University of Missouri-Columbia
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Columbia Missourian (newspaper), The Maneater (student newspaper), The Fulton Sun (newspaper)
More activity by Stephen
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Hyundai now requires you ask permission to change your brake pads. A $2,000 adapter. A $60 weekly subscription. This makes repairs at the shop even…
Hyundai now requires you ask permission to change your brake pads. A $2,000 adapter. A $60 weekly subscription. This makes repairs at the shop even…
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Sometimes you work on big investigative stories, sometimes you write about the penny. Both can be interesting! I thought it was fascinating to talk…
Sometimes you work on big investigative stories, sometimes you write about the penny. Both can be interesting! I thought it was fascinating to talk…
Liked by Stephen Nellis
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This Watch design really is a quantum leap forward. The team knocked it out of the park.
This Watch design really is a quantum leap forward. The team knocked it out of the park.
Liked by Stephen Nellis
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It was wonderful to see Nicholas Behrman receive a Top 40 under 40 award from Pacific Coast Business Times and Henry Dubroff. Nick is truly a rising…
It was wonderful to see Nicholas Behrman receive a Top 40 under 40 award from Pacific Coast Business Times and Henry Dubroff. Nick is truly a rising…
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Looks like the Arm and Qualcomm dispute is finally over. NUVIA Inc was not found in breach of contract. So, it is finally settled unless Arm appeals…
Looks like the Arm and Qualcomm dispute is finally over. NUVIA Inc was not found in breach of contract. So, it is finally settled unless Arm appeals…
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Toured the $INTC fab in AZ. 18A is real. Saw big machines. Wore the bunny suit. Lots of fun. 🇺🇸 Thanks Intel Corporation
Toured the $INTC fab in AZ. 18A is real. Saw big machines. Wore the bunny suit. Lots of fun. 🇺🇸 Thanks Intel Corporation
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Quantum technology promises not just advances in computing, but also solutions to more immediate problems like how to deal with disrupted GPS systems…
Quantum technology promises not just advances in computing, but also solutions to more immediate problems like how to deal with disrupted GPS systems…
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Excited to be speaking at the National University of Singapore i3 building opening on September 16th. A landmark event celebrating innovation and…
Excited to be speaking at the National University of Singapore i3 building opening on September 16th. A landmark event celebrating innovation and…
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Today, Oracle and Google Cloud said they’re teaming up to sell Google’s Gemini models via Oracle Cloud Infrasctructure and Oracle’s business apps…
Today, Oracle and Google Cloud said they’re teaming up to sell Google’s Gemini models via Oracle Cloud Infrasctructure and Oracle’s business apps…
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Back on July 24, President Zelensky announced a deal he’s made with the US to buy Ukrainian drones. Maybe there’s more here, but as an engineer with…
Back on July 24, President Zelensky announced a deal he’s made with the US to buy Ukrainian drones. Maybe there’s more here, but as an engineer with…
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Trust without verification isn’t trust. It’s roulette. The Anker PowerCore recall is still on my mind—not just because it’s a big story, but because…
Trust without verification isn’t trust. It’s roulette. The Anker PowerCore recall is still on my mind—not just because it’s a big story, but because…
Liked by Stephen Nellis
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2007 - I’m a grad student at Stanford. A few years ago I’d turned down this guy named Elon for a spot as #3 hire on the GNC team at some rocket…
2007 - I’m a grad student at Stanford. A few years ago I’d turned down this guy named Elon for a spot as #3 hire on the GNC team at some rocket…
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I complete 17 years at Reuters today -- a journey filled with stories, challenges, and unforgettable moments. I joined in 2008 without a journalism…
I complete 17 years at Reuters today -- a journey filled with stories, challenges, and unforgettable moments. I joined in 2008 without a journalism…
Liked by Stephen Nellis
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Audrey Kemp
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Alexandra Bruell
The print pages of magazines like Vogue and Vanity Fair once minted money for Conde Nast. Those days are gone. Artificial intelligence is transforming the way people seek and consume information, hurting web traffic to some publishers, and social-media platforms such as TikTok and Instagram have diverted audiences’ attention. The digital media business is harder. Conde Nast is turning to events like Vogue World and the Met Gala to make money. This week’s Hollywood-themed Vogue World generated north of $30 million in revenue for the company. Digital subscriptions are another priority. “We don’t expect advertising to be a growth engine for the business,” CEO Roger Lynch told me in an interview. Can a company that once set the cultural agenda remain relevant in this fast-changing media industry? And even then, has it found a viable business model? https://lnkd.in/egCMykdV
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Jamie Heller
One of the top-voted questions at Google's monthly TGIF (Thank God It's Friday) meetings this week asked why some employees had seen a decrease in their refreshed stock grants and overall compensation despite Google's recent strong financial performance. Hugh Langley has the scoop, as we at Business Insider keep delving deep into working inside big tech. https://lnkd.in/eYs6afqU
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Tasmayee Laha Roy
TV ratings shake-up: Reform or risk? MIB has just proposed sweeping changes to the decade-old rules governing television rating agencies. In a bold move, it has removed key conflict-of-interest safeguards, allowing entities with stakes in broadcasting, advertising, or distribution to now own or operate TRP agencies. For years, India’s Rs 1.6 lakh crore advertising industry has functioned on a single, sacrosanct currency—TV ratings from one body. That data has shaped everything from ad rates and media plans to channel strategies. But now, with these changes, the gates have been thrown open. What’s changed? Clauses that prevented broadcasters, advertisers, and agencies from having ownership or board-level influence in rating agencies have been deleted. Restrictions on cross-holdings are gone. This could now allow anyone, from cable operators and OTT platforms to advertiser consortiums, to enter the measurement space. What’s at stake? Will this break monopolies and drive innovation in measurement? Or will it fragment the industry, with multiple 'currencies' confusing advertisers, reducing trust, and encouraging self-rating? This isn’t just about structure—it’s about credibility. Because when the ones being rated are also the ones doing the rating, who holds the mirror up to the mirror? As audience measurement expands to digital, CTV, and multi-screen behaviour, we absolutely need reform. But reform without guardrails could mean competition at the cost of trust. So what is your take?Does this move democratise the ratings space or destabilise it? #Media #Television #BARC #TRP #Advertising #MIB #AudienceMeasurement #MediaReform #ConflictOfInterest #DigitalTransformation #TVRatings #MarketingStrategy Read more only on exchange4media Link is in the comments' section
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