Nima Gupta

Head of External Communications @AppliedMaterials. Former @intel, @eBay, @reuters Tech Correspondent. Exec Comms ninja; armchair pundit.

[Nima Gupta @PoornimaGupta]

Great to have you join and share your perspective @PatrickMoorhead!

[Patrick Moorhead @PatrickMoorhead]

Had the opportunity last week to share my perspective with the top 200 leaders at $AMAT as they plan the next phase of chipmaking.

These are the discussions that matter to me: real technology constraints, hard tradeoffs, and long-term industry impact, not hype.

I also enjoyed spending time with CEO Gary Dickerson and Head of Strategy Tristan Holtam. Gary is clear on the long-term roadmap and decisive on priorities, and that strategic focus is visible across the leadership team.

Always energizing to engage with teams that are building what’s next and doing the hard work to get it done. @Applied4Tech

[Nima Gupta @PoornimaGupta]

Can't wait to ride...!

[Jessica Lessin @Jessicalessin]

Happy @waymo day.

[Jeff Dean @JeffDean]

Exciting expansion! @Waymo now serves the whole SF Bay Area Peninsula from SF to San Jose and is taking riders on freeways.

https://t.co/fNgqQtHB7b

[Nima Gupta @PoornimaGupta]

@sk7037 @gdb @sama @OpenAI Congratulations @sk7037! Big loss for Intel and big gain for @OpenAI!

[Ben Bajarin @BenBajarin]

Applied Materials is the largest US based semiconductor equipment provider. Glad to see $AMAT joining Apple and TI on the US chip manufacturing investment.

https://t.co/FDkCAXa0zP

[Ray Wang @rwang07]

$AMAT's new investment with $AAPL and $TXN.

"Applied is supporting Apple’s partnership with TI, announced today, by supplying American-made chipmaking equipment from Austin, Texas to TI’s U.S. factories. Austin is home to Applied’s largest manufacturing and logistics facility.

In addition, Applied plans to invest more than $200 million in Arizona to establish a state-of-the-art facility for manufacturing critical components for semiconductor equipment. This investment builds on the more than $400 million Applied has invested in its U.S. equipment manufacturing infrastructure over the past five years."

[Nima Gupta @PoornimaGupta]

Welcome Lip-Bu. So great to have you on board.

[Intel News @intelnews]

Welcome to Intel, Lip-Bu Tan! 🙌

“I’m excited to make an impact and work with employees to really drive to the next era of Intel,” said Intel’s new CEO, who spent his first day at HQ in Santa Clara meeting with employees and customers. https://t.co/Zu1KOhSdY2

[Nima Gupta @PoornimaGupta]

Looking back at the week...this was a big day! And great news for customers, developers and x86 ecosystem.

[MoorInsightsStrategy @MoorInsStrat]

Today… @intel 🤝 @AMD

Love this exclusive interview between @PatrickMoorhead, @danielnewmanUV, @LisaSu, and @PGelsinger on @TheSixFiveMedia 💡

🎥: https://t.co/FqVOUzqj5K

[Nima Gupta @PoornimaGupta]

Reached back home on @united and this was waiting. Thank you @united, Scott Kirby.

[Patrick Moorhead @PatrickMoorhead]

I never disagreed that "software was eating the world", but I always wondered if that would run on air without silicon. @PGelsinger coins "siliconomy". Clever and accurate. #IntelInnovation $INTC

[Nima Gupta @PoornimaGupta]

AI in communications is solidly here.

[Nima Gupta @PoornimaGupta]

ChatGPT is scary good.

[Nima Gupta @PoornimaGupta]

@SaraEisen @carlquintanilla @davidfaber @SquawkStreet Congrats @SaraEisen! Can’t wait to see the new version.

[Steve Clemons @SCClemons]

30 years ago 80% of chips came from Europe & US. Today 80% comes from Asia. The Chips Acts in US & Europe designed to even out disparity in investment costs with Asia says ⁦@intel⁩ CEO ⁦@PGelsinger⁩ ⁦@semafor⁩ #wef23 #davos

[Nima Gupta @PoornimaGupta]

@keaakre @intel @PGelsinger @jdavispdx @yoitsmedave Love the behind-the-scene peek!

[Nima Gupta @PoornimaGupta]

@TalinnS11 @ChelseaHossaini @intel @CoyneBrand @timamcdonough Dibs. @TalinnS11 @timamcdonough @CoyneBrand

[Nima Gupta @PoornimaGupta]

.@ATT I am driving around trying to find signal to make a call. In Silicon Valley. Is this sustainable?

[Nima Gupta @PoornimaGupta]

@ATT how is that cell service in our area is going to be down for 7, yes that’s a full 7, days?!!!!

[Nima Gupta @PoornimaGupta]

@madhukarkumar @Tesla oh no! Hope you are Ok.

[Nima Gupta @PoornimaGupta]

@TalinnS11 The rush of a run completed is the very best!