Microsoft’s Fairwater Datacenters: From Power to Tokens
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 […]
AI PC Reality Check: NPU, CPU, GPU
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 […]
Intel After Gelsinger: Packaging, PowerVia, and the Real Work Lip-Bu Tan Must Finish
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 […]
OpenAI’s $38B AWS Deal Is About GPU Leverage, Not Discounts
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 […]
Beyond Moore’s Law: Why chiplet-first designs will dominate 2026
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 […]
Samsung’s HBM3E breakthrough sets the stage for the real fight: HBM4 in 2026
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, […]
Apple pushes back next iPhone Air as demand falls flat
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 […]
AMD Zen 6 And AVX-512: What PC And Server Buyers Should Really Expect
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 […]
NAND Shortage And SSD Price Spike: Why Phison Thinks The Pain Could Last A Decade
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 […]
Minisforum hikes mini PC prices as DRAM and SSD costs climb again
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. […]