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A row of dark server racks with cooling fans and a glowing Qualcomm AI250 logo illuminated on one unit, creating a high-tech, blue-lit data center environment powered by rack-scale NPUs.

Qualcomm AI200 and AI250: rack-scale NPUs that want to undercut Nvidia on inference TCO

November 3, 2025 Gavin Bonshor 0

Qualcomm has spent a decade dominating smartphone and laptop SoCs. With AI200 and AI250, it wants a piece of the data center too. These new […]

White text AMD RADEON on a dark background with a red outline drawing of a graphics card on the right, symbolizing powerful AMD Radeon graphics technology built on RDNA 2 architecture.

AMD’s RDNA 1/2 “maintenance mode” isn’t a death sentence, but the messaging was

November 3, 2025 Gavin Bonshor 0

AMD has moved its RDNA 1 and RDNA 2 GPUs into what it calls “maintenance mode,” prompting a predictable backlash from owners of Radeon RX […]

A digital graphic featuring the Conductor Quantum and SemiQon logos above an illustrated quantum computer chip, highlighting AI-controlled silicon qubits on a dark blue tech-themed background.

Conductor Quantum and SemiQon want AI-controlled silicon qubits to make quantum look like normal chips

November 3, 2025 Gavin Bonshor 0

YC-backed Conductor Quantum has partnered with Finnish startup SemiQon to push a very specific vision of quantum computing: silicon spin qubits fabricated in something closer […]

Illustration of a silicon wafer and stacked HBM5 chips next to the SK hynix logo on a blue background, highlighting the latest advancements in high bandwidth memory.

SK hynix’s AI memory roadmap: HBM5, AI DRAM, AI NAND and what it means for GPUs

November 3, 2025 Gavin Bonshor 0

Fresh off record quarterly profits, SK hynix has laid out a long-range memory roadmap that doubles down on HBM and AI-oriented DRAM and NAND. At […]

Illustration of a microchip labeled CHIP and SMIC, a semiconductor wafer, and the Chinese flag in the background, symbolizing China semiconductor progress and domestic lithography stack advancements.

China’s latest chip “breakthrough” is really about building a domestic lithography stack

November 3, 2025 Gavin Bonshor 0

TrendForce reports that Chinese chipmakers and equipment firms are hailing a new “breakthrough” in chip technology that supposedly paves the way for more advanced lithography […]

Logos of Microsoft, Iren, and Nvidia are displayed in front of a glowing AI text, with a digital circuit board background—hinting at technology, artificial intelligence themes, and the recent Microsoft IREN deal featuring Nvidia GB300.

Microsoft’s $9.7 billion IREN deal is a prepayment for future Nvidia GB300 capacity

November 3, 2025 Gavin Bonshor 0

Microsoft has signed a five-year, $9.7 billion contract with Australian data-center operator IREN to secure access to Nvidia’s next-gen GB300 accelerators and associated infrastructure at IREN’s […]

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Qualcomm jumps into rack-scale AI with AI200/AI250 to undercut Nvidia and AMD on inference

October 27, 2025 Gavin Bonshor 0

Qualcomm has announced two rack-scale AI products—AI200 and AI250—marking its first serious swing at data center inference hardware. The pitch is familiar but pointed: win […]

A laptop with a speedometer icon on the screen is displayed against a dark gradient background, highlighting Legion laptops' Extreme performance mode. Lenovo, Legion, and Linux logos are visible at the bottom of the image.

Lenovo unlocks proper “Extreme” performance mode for Legion laptops on Linux

October 27, 2025 Gavin Bonshor 0

Lenovo is introducing a sanctioned Extreme (maximum performance) profile for select Legion laptops on Linux. This addresses power-limit behavior that kept many models below their […]

A white Apple with a bite taken out of the right side and a leaf on top, centered on a black background, evokes innovation—perfect for brands focused on technology or onshoring, like a Houston AI server plant.

Apple’s Houston AI server plant ships early after Trump’s onshoring push

October 23, 2025 Gavin Bonshor 0

Apple has begun building and shipping American-made AI servers from its new Houston facility ahead of schedule. The move advances a plan Apple outlined earlier […]

A tablet with an attached keyboard displays a colorful abstract logo for Microsoft Mico on its screen, featuring interlocking blue, green, yellow, and orange shapes, set against a plain white background.

Microsoft’s new Mico gives Copilot a face, memory, and a Learn Live tuto

October 23, 2025 Gavin Bonshor 0

Microsoft is rolling out an animated Copilot character called Mico. It sits in Copilot’s voice mode, reacts to speech, shows simple expressions, and can be […]

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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