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A close-up and internal view of a high-performance computer server, showcasing stacked components and detailed circuitry—featuring the NVIDIA Rubin CPX for disaggregated inference, with a highlighted section zooming in on chips and hardware inside the server.

NVIDIA Rubin CPX Explained: Disaggregated Inference And The Cost Of Million-Token Context

November 13, 2025 Gavin Bonshor 0

NVIDIA’s Rubin platform splits long-context prefill from token decode. Rubin CPX handles the compute-heavy front half, standard Rubin handles bandwidth-heavy generation. The NVL144 CPX rack […]

A close-up view of an AMD Ryzen 5 7500X3D processor on a metallic AM5 surface with red accents. The silver chip features the AMD Ryzen logo prominently displayed, highlighting its appeal for high-performance gaming rigs.

AMD’s Ryzen 5 7500X3D: Budget X3D for AM5, Built for Gaming

November 13, 2025 Gavin Bonshor 0

AMD’s Ryzen 5 7500X3D brings 3D V-Cache to a six-core Zen 4 part on AM5. This is the budget gaming play for users who want […]

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 […]

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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
AI PC Reality Check: NPU, CPU, GPUAI PC Reality Check: NPU, CPU, GPUNovember 12, 2025Gavin Bonshor
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