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Four colorful square tiles with technology-related logos, including Apple and AMD, sit on a reflective, multicolored silicon wafer—possibly hinting at TSMC 2nm innovation. Each tile is green, blue, red, or yellow with a distinct white icon.

TSMC 2nm (N2) Is Here, and Capacity Will Decide the Winners: Apple, AMD, Nvidia, Intel, and the 2026 Pricing Reality

February 5, 2026 Gavin Bonshor 0

TSMC is now in volume production with its first 2nm-class process, but that doesn’t mean your next desktop CPU or GPU is about to land […]

A cluster of eight Nvidia H200 GPUs arranged in two rows on a large computer server board, set against a black background. The GPUs, labeled with the NVIDIA logo, are connected to the motherboard below amid ongoing export bans to China.

Nvidia H200 to China: Washington swaps export bans for a 25% rake

December 19, 2025 Gavin Bonshor 0

The US is weighing whether to let Nvidia ship its H200 AI accelerators to China, and the headline hook is pure 2025 Washington. The Trump […]

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 […]

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 […]

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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