advanced packaging Archives

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 […]

A desktop computer setup with a monitor, keyboard, mouse, tower, and laptop on a glossy surface. The monitor and laptop display digital art/design software powered by NVIDIA technology. The black background features wave-like patterns.

NVIDIA’s first U.S. Blackwell wafer: signal or showpiece?

October 22, 2025 Gavin Bonshor 0

NVIDIA and TSMC stood on a stage in Arizona and showed off something real: the first U.S.-made Blackwell wafer. On the surface, that’s a headline […]