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A person walks through a brightly lit Fairwater Datacenters aisle lined with rows of tall server racks filled with blue and yellow cables and equipment.

Microsoft’s Fairwater Datacenters: From Power to Tokens

November 12, 2025 Gavin Bonshor 0

Microsoft’s next wave of AI datacenters is not about who has the most GPUs. It is about who can energize 300 megawatts on time, keep […]

Close-up of a computer chip labeled NPU with a brain-shaped circuit design, mounted on an AI PC motherboard alongside visible electronic components.

AI PC Reality Check: NPU, CPU, GPU

November 12, 2025 Gavin Bonshor 0

AI PCs promise big changes. The truth is smaller and more practical. NPUs help in narrow, always on jobs where power matters more than time […]

A man wearing glasses and a suit exudes confidence, reflecting the sharp intelligence often associated with Intel professionals.

Intel After Gelsinger: Packaging, PowerVia, and the Real Work Lip-Bu Tan Must Finish

November 12, 2025 Gavin Bonshor 0

Pat Gelsinger gave Intel what it needed. A modern blueprint that puts chiplets, packaging, and device physics at the center of performance. He also tried […]

Two rectangular cards side by side on a dark background. The left card displays the OpenAI logo and text. The right card highlights the AWS logo with aws in lowercase, a yellow curved line underneath, showcasing an AWS Deal.

OpenAI’s $38B AWS Deal Is About GPU Leverage, Not Discounts

November 11, 2025 Gavin Bonshor 0

OpenAI just signed a seven year, $38 billion capacity deal with AWS. Ignore the cheerleading. This is not about a better price on instances. It […]

A graphic shows two groups of overlapping blue rectangles, illustrating chiplet-first designs: the larger left group connects to multiple lines and dots, while the smaller right group is unconnected—all on a dark background, hinting at Moore’s Law beyond 2026.

Beyond Moore’s Law: Why chiplet-first designs will dominate 2026

November 11, 2025 Gavin Bonshor 0

Transistor scaling is slowing, but the industry has another gearbox. Chiplets and advanced packaging turn one huge die into multiple smaller, easier to yield dies […]

Two computer chips side by side; the left chip is silver with Samsung HBM3E 12H labeling, while the right chip, possibly hinting at future HBM4 designs, is gold with a grid-like pattern and no visible text.

Samsung’s HBM3E breakthrough sets the stage for the real fight: HBM4 in 2026

November 11, 2025 Gavin Bonshor 0

Samsung has finally passed Nvidia’s HBM3E qualification, ending an 18 month slog that cost it design wins and credibility. It is a milestone that matters, […]

Four iPhones are displayed standing upright in a row, showing different colors: light blue, gold, silver, and black, all featuring a prominent rear camera and reflective finish.

Apple pushes back next iPhone Air as demand falls flat

November 10, 2025 Gavin Bonshor 0

Apple is pushing the next iPhone Air off its 2026 roadmap after the ultra thin model failed to sell, a sign that buyers still care […]

A close-up of a computer processor chip featuring intricate purple circuitry patterns, surrounded by a green and metallic frame with printed text, a QR code, and AVX-512 support—ideal for PC and Server Buyers seeking advanced performance.

AMD Zen 6 And AVX-512: What PC And Server Buyers Should Really Expect

November 10, 2025 Gavin Bonshor 0

Every time AMD says anything concrete about future Zen cores, the same questions pop up. What does it mean for desktop, what does it mean […]

A Samsung 980 PRO V-NAND SSD M.2 NVMe drive with 1TB capacity, black with a product label, and gold connector edge visible—an ideal upgrade amid recent SSD price spike and ongoing NAND shortage concerns.

NAND Shortage And SSD Price Spike: Why Phison Thinks The Pain Could Last A Decade

November 10, 2025 Gavin Bonshor 0

I thought the NAND rollercoaster was finally calming down. Prices were back to sane levels, 2TB PCIe 4.0 SSDs were routinely discounted, and you could […]

A compact, silver mini desktop computer with ventilation holes, two USB ports, a USB-C port, headphone jack, and power button on the front. The Minisforum logo is on top—an ideal choice for those mindful of mini PC prices.

Minisforum hikes mini PC prices as DRAM and SSD costs climb again

November 8, 2025 Gavin Bonshor 0

Minisforum is raising prices on most of its mini PC lineup, and the reason is boring but important. DRAM and SSD prices are climbing again. […]

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OpenAI wants Chips Act tax breaks to cover AI data centers and grid hardwareOpenAI wants Chips Act tax breaks to cover AI data centers and grid hardwareNovember 7, 2025Gavin Bonshor
Intel After Gelsinger: Packaging, PowerVia, and the Real Work Lip-Bu Tan Must FinishIntel After Gelsinger: Packaging, PowerVia, and the Real Work Lip-Bu Tan Must FinishNovember 12, 2025Gavin Bonshor
Trump’s AI team rules out OpenAI bailout – what that really means for the industryTrump’s AI team rules out OpenAI bailout – what that really means for the industryNovember 6, 2025Gavin Bonshor
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