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Home Tags AI chips

Tag: AI chips

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

Gavin Bonshor - December 19, 2025 0

Tweets by gavbon86

Intel Is Not Killing P-Cores and E-Cores Yet: Why the “Unified Core” Headline Gets Ahead of the EvidenceFebruary 23, 2026Gavin Bonshor

TSMC 2nm (N2) Is Here, and Capacity Will Decide the Winners: Apple, AMD, Nvidia, Intel, and the 2026 Pricing RealityFebruary 5, 2026Gavin Bonshor

The AI Memory Crisis: An Exhaustive Technical Analysis of HBM Architecture, DRAM Cell Physics, TSV Fabrication, Advanced Packaging Chemistry, CXL Protocol Architecture, and the Bandwidth WallFebruary 25, 2026Gavin Bonshor

The 2025 BIOS/UEFI Optimization Handbook: Safe Settings That Actually HelpSeptember 19, 2025Gavin Bonshor

AI Is Eating All The DRAM: Why Memory Prices Are Out Of ControlNovember 17, 2025Gavin Bonshor

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