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A person’s hand places a brown Ray-Ban case with a small green light—housing the Ray-Ban Display Glasses—into the pocket of black leather pants.

Meta’s Ray-Ban “Display” Glasses + Neural Band: A Subtle Screen, a Big Bet on Ambient AI

September 18, 2025 Gavin Bonshor 0

Meta’s new Ray-Ban Display glasses add a subtle in-lens screen and ship with a wrist-worn EMG Neural Band. For BonTechLabs readers, this sits at the […]

A man in a navy polo and beige pants speaks on stage about AI systems in front of a scenic backdrop with mountains and a road, with text in English and Chinese projected behind him.

Huawei details Ascend 950/960/970 roadmap and Atlas 950/960 “SuperPoDs” — a direct volley at NVIDIA’s data-center lead

September 18, 2025 Gavin Bonshor 0

At HUAWEI CONNECT 2025, Huawei publicly laid out a multi-year Ascend AI chip roadmap (950/960/970) and unveiled massive Atlas 950 and Atlas 960 “SuperPoD” systems […]

A row of server racks in a data center, filled with network equipment and bundled white cables, showcases next-gen RTX chiplet SoCs and NVLink-on-x86 systems behind protective mesh doors partially closed over the equipment.

NVIDIA’s $5B Intel bet: NVLink-on-x86 and RTX chiplet SoCs are coming — here’s what it changes

September 18, 2025 Gavin Bonshor 0

NVIDIA will invest $5 billion in Intel and co-develop multiple generations of custom x86 CPUs with NVLink for data centers plus x86 SoCs integrating RTX […]

A man in a navy polo and beige pants speaks on stage about AI systems in front of a scenic backdrop with mountains and a road, with text in English and Chinese projected behind him.

Huawei announces Atlas 950/960 “supernode” AI systems — up to 8,192/15,488 Ascend chips per rack cluster

September 18, 2025 Gavin Bonshor 0

At Huawei Connect, the company teased two massive AI “supernodes” — Atlas 950 and Atlas 960 — plus an expanded Ascend chip roadmap. If delivered […]

A close-up view of an NVIDIA graphics card on a dark grid background, showcasing its central processing unit with metallic and multicolored details—a testament to cutting-edge AI alliance innovation.

NVIDIA puts $5B into Intel in a wide AI alliance — what it really means for data centers, PCs, and foundries

September 18, 2025 Gavin Bonshor 0

NVIDIA will invest $5 billion in Intel and co-develop multiple generations of custom data-center and PC products. Beyond the headline, the deal could reshape foundry […]

A digital illustration with a central microchip icon in blue—symbolizing advanced MediaTek 2nm technology—overlapping a grid of squares on the left and a large outlined circle filled with grids on the right, set against a dark blue background.

MediaTek completes its first 2nm tape-out at TSMC — timeline, risks, and what changes at N2

September 18, 2025 Gavin Bonshor 0

MediaTek says it has completed its first flagship SoC tape-out on TSMC’s 2nm process. Mass production is guided for late 2026, with broader N2 ramping […]

A stylized image showing a tablet with a blue screen on the left and abstract scales of justice with a glowing orange triangle behind them on the right, set against a dark background, evokes themes of AI supply chains and technological oversight.

China’s reported Nvidia chip “stop-buy” and the end of its Google probe — the real signal for AI supply chains

September 18, 2025 Gavin Bonshor 0

Beijing has reportedly told firms to halt purchases of Nvidia AI chips, even as it formally ends an antitrust probe into Google. The mixed signals […]

A digital illustration of a circular grid with a vertical yellow bar and horizontal blue lines, next to a rectangular shape with a bright blue rectangle in the center, all on a dark blue background—evoking Samsung’s innovation in 2nm mass production.

Samsung’s Exynos 2600 is reportedly moving to 2nm mass production — here’s what that means

September 18, 2025 Gavin Bonshor 0

Multiple reports say Samsung’s Exynos 2600 is entering mass production on a 2nm gate-all-around (GAA) node in late September. If accurate, it would put Samsung’s […]

A digital illustration showing three vertical server racks on the left, connected by blue lines and dots to a layered neural network diagram on the right, symbolizing data processing and machine learning with a focus on R1 model training cost.

DeepSeek says its R1 model cost just $294,000 to train — here’s what that really means

September 18, 2025 Gavin Bonshor 0

DeepSeek says its R1 model cost just $294,000 to train — here’s what that really means A peer-reviewed study puts the headline training bill for […]

A digital abstract image featuring two overlapping tablets—reminiscent of an Apple foldable iPhone—with bright blue and teal lines, a multicolored ribbon across both screens, and floating light particles on a dark background.

Apple sets up pilot line for a foldable iPhone in Taiwan, report says

September 18, 2025 Gavin Bonshor 0

Apple sets up pilot line for a foldable iPhone in Taiwan — report Nikkei says Apple is running a mini pilot line in northern Taiwan […]

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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
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
Elon Musk, Tesla compensation, and xAI: how aligned are the incentives?Elon Musk, Tesla compensation, and xAI: how aligned are the incentives?November 5, 2025Gavin Bonshor
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