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Rows of server racks connected by blue cables sit in the foreground of a lush green landscape, hinting at hyperscale data centres powering AI power grids, with power lines and towers stretching into the distance under a bright blue sky.

AI’s “bragawatts” era: can power grids keep up with hyperscale data centres?

November 5, 2025 Gavin Bonshor 0

AI infrastructure has entered what KKR’s digital infrastructure team recently called the “bragawatts” phase: hyperscalers and AI labs are no longer showing off model sizes […]

A blue play button on the left and a dark square icon with a game controller face and plus sign on the right, set against a starry space-themed background, symbolize Google’s Play Store reforms for Android developers.

Google’s Epic truce: what Play Store reforms actually mean for Android developers

November 5, 2025 Gavin Bonshor 0

Google’s proposed settlement with Epic Games over the Google Play Store is not just the end of an ugly lawsuit. It is the clearest signal […]

A man in a dark suit sits with his fingers pressed together in front of his face, appearing thoughtful—much like Elon Musk contemplating Tesla compensation—against a black background.

Elon Musk, Tesla compensation, and xAI: how aligned are the incentives?

November 5, 2025 Gavin Bonshor 0

The Wall Street Journal is reporting fresh tension around Elon Musk’s Tesla compensation and his growing focus on xAI, his separate AI venture. Strip away […]

Google logo next to the word WIZ in bold blue letters, with a sparkling star above the Z, referencing the recent Google-Wiz deal—all set on a white background.

Google’s 32 billion dollar Wiz deal clears key US antitrust hurdle

November 5, 2025 Gavin Bonshor 0

Google has taken a major step toward acquiring cloud security firm Wiz in a 32 billion dollar deal, after the US Department of Justice declined […]

A geometric blue star logo on a dark background sits next to the word perplexity in lowercase white letters, evoking Perplexity’s innovation in AI shopping agents for platforms like Amazon.

Amazon vs Perplexity: why AI shopping agents just hit a platform wallAmazon vs Perplexity: why AI shopping agents just hit a platform wall

November 5, 2025 Gavin Bonshor 0

Amazon has reportedly told Perplexity to shut down an experimental AI shopping agent that was placing orders on its marketplace, drawing a very firm line […]

A digital map shows a glowing line connecting Maryland, USA, to Fastnet near Cork, Ireland, across the Atlantic Ocean, with the Amazon logo in the top right corner.

Amazon’s Fastnet subsea cable uses heavy armoring to keep AI and cloud traffic online

November 4, 2025 Gavin Bonshor 0

Amazon Web Services is building a new transatlantic subsea cable system called Fastnet, connecting County Cork in Ireland to Maryland on the US east coast. […]

A Getty image features a yellow square with white lines emitting signals toward four colored squares—blue, red, yellow, and purple—arranged in a grid on a blue, starry, space-like background.

Getty loses most of its UK Stable Diffusion case – and what that really means for AI training

November 4, 2025 Gavin Bonshor 0

Getty Images has largely lost its landmark UK lawsuit against Stability AI over the Stable Diffusion image generator, after the High Court in London rejected […]

A digital interface with a dark blue grid background features eight rectangular panels in two rows, reminiscent of an Apple web App Store layout. Each panel contains a small, colored square—orange, purple, red, blue, or yellow—in the top left corner.

Apple’s new web App Store turns apps.apple.com into a real storefront

November 4, 2025 Gavin Bonshor 0

Apple has turned apps.apple.com from a static marketing page into a fully browsable web front end for the App Store. The new interface mirrors the […]

A digital graphic shows a large circle with a grid pattern at the center, surrounded by a greenish glow—evoking wafer level burn in for AI chip reliability. On the left, there's a vertical bar chart with one tall teal bar and an empty box below it.

Aehr Test Systems and ISE Labs put wafer level burn in at the center of AI chip reliability

November 3, 2025 Gavin Bonshor 0

Aehr Test Systems and ISE Labs are pushing a simple idea into a complex part of the AI supply chain: stress AI dies earlier, while […]

A digital illustration with a red grid background shows the Tesla logo on the left and a stylized Tesla AI5 FSD computer chip on the right, with glowing lines symbolizing its 2000+ TOPS performance connecting to the chip’s edges.

Tesla’s AI5 FSD computer: 2,000+ TOPS, dual-sourced in the US, and a pivot away from Dojo

November 3, 2025 Gavin Bonshor 0

Tesla’s next-generation Full Self-Driving (FSD) computer, internally dubbed AI5 or HW5, is being framed as a step-change in in-car AI compute: 2,000–2,500 TOPS for low-precision […]

Posts pagination

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AI Is Eating All The DRAM: Why Memory Prices Are Out Of ControlAI Is Eating All The DRAM: Why Memory Prices Are Out Of ControlNovember 17, 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
Entry-Level GPUs Are In Trouble As DRAM Prices Go NuclearEntry-Level GPUs Are In Trouble As DRAM Prices Go NuclearNovember 19, 2025Gavin Bonshor
Valve Steam Machine Deep Dive: Specs, Strategy, And Who It Is ForValve Steam Machine Deep Dive: Specs, Strategy, And Who It Is ForNovember 13, 2025Gavin Bonshor
Intel Kills Mainstream Diamond Rapids Platform: What It Means For Xeon And AMDIntel Kills Mainstream Diamond Rapids Platform: What It Means For Xeon And AMDNovember 16, 2025Gavin Bonshor
Why Intel Still Trails AMD on Power EfficiencyWhy Intel Still Trails AMD on Power EfficiencyNovember 16, 2025Gavin Bonshor

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