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Michael Dell
Michael Dell
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For 20 years, the best engineers went to software. Hardware was "boring."

That's over. Silicon, power, cooling, networking — the hardware stack is where the action is again, and the talent flow has flipped. It's one of the biggest reversals of my career.

When the physics becomes the bottleneck, the physicists get paid.

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1
Real
Nvidia added 8,677 hires in the last 12 months, growing headcount at ~3x the rate of Microsoft or Apple. Silicon and hardware demand is outpacing nearly every software specialty.
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2
Illustrative
Senior hardware engineer postings across semis and hyperscalers are up ~180% vs. five years ago. Power, cooling, and network architect roles now command premiums last seen in the early cloud era.
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3
Illustrative
For the first time in a decade, net engineer flow from pure-software companies (Google, Meta, Microsoft) into silicon and hardware-heavy employers (Nvidia, AMD, Broadcom, hyperscaler custom-silicon) went positive.
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