NVIDIA is winning now, but is it already peaking?
Nvidia is on top of the AI world right now. It owns the accelerator market, prints margins that would make a drug cartel blush, and […]
AI accelerators
Intel After Gelsinger: Packaging, PowerVia, and the Real Work Lip-Bu Tan Must Finish
Pat Gelsinger gave Intel what it needed. A modern blueprint that puts chiplets, packaging, and device physics at the center of performance. He also tried […]
Beyond Moore’s Law: Why chiplet-first designs will dominate 2026
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 […]
NVIDIA’s first U.S. Blackwell wafer: signal or showpiece?
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 […]