Intel and AMD warn China customers of server CPU delays as AI demand squeezes compute
The AI build-out is starting to pinch parts of the datacenter stack that normally never get a headline. Intel and AMD have both warned customers […]
TSMC 2nm (N2) Is Here, and Capacity Will Decide the Winners: Apple, AMD, Nvidia, Intel, and the 2026 Pricing Reality
TSMC is now in volume production with its first 2nm-class process, but that doesn’t mean your next desktop CPU or GPU is about to land […]
NVIDIA at CES 2026: Vera Rubin Dominates the Keynote Address
CES keynotes can be a parade of logos and vibes. NVIDIA’s CES 2026 keynote still had plenty of AI buzzwords, but the useful part was […]
Nvidia H200 to China: Washington swaps export bans for a 25% rake
The US is weighing whether to let Nvidia ship its H200 AI accelerators to China, and the headline hook is pure 2025 Washington. The Trump […]
Qualcomm Snapdragon 8 Gen 5 deep dive: Oryon CPU, Adreno 840 GPU and AI architecture explained
The Snapdragon 8 Gen 5 is Qualcomm taking its new Oryon CPU, Adreno 840 GPU, and Hexagon NPU architecture and cutting it down just enough […]
Entry-Level GPUs Are In Trouble As DRAM Prices Go Nuclear
DRAM has evolved from a boring background commodity to the part that dictates who even bothers to build affordable GPUs. AI data centers are consuming […]
AI Is Eating All The DRAM: Why Memory Prices Are Out Of Control
If you have tried to buy DDR5 in the last couple of months and wondered why your memory kit suddenly costs as much as a […]
NVIDIA is winning now, but is it already peaking?
Nvidia is on top of the AI world right now. It owns the accelerator market, prints margins that would make a drug cartel blush, and […]
Intel Kills Mainstream Diamond Rapids Platform: What It Means For Xeon And AMD
Intel has quietly killed its mainstream next-generation Xeon platform. Diamond Rapids is still coming for the high end with sixteen memory channels, but the cheaper […]
Why Intel Still Trails AMD on Power Efficiency
AMD spent the last decade turning power efficiency into a weapon. Zen took them from the value bin to the point where they could bully […]