Entry-Level GPUs Are In Trouble As DRAM Prices Go Nuclear
DRAM has evolved from a boring background commodity to the part that dictates who even bothers to build affordable GPUs. AI data centers are consuming […]
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Arm Q2 FYE26: third straight billion-dollar quarter, CSS momentum, and Neoverse’s cloud AI land grab
Arm’s second quarter of fiscal 2026 was not just another AI themed earnings beat. Revenue reached 1.14 billion dollars, up 34 percent year on year […]
AI’s “bragawatts” era: can power grids keep up with hyperscale data centres?
AI infrastructure has entered what KKR’s digital infrastructure team recently called the “bragawatts” phase: hyperscalers and AI labs are no longer showing off model sizes […]
TSMC’s earnings tell you more about AI supply than any keynote
TSMC’s Q3 call reads like a weather report for the entire silicon economy. The takeaway: the foundry expects a mid-40%+ AI revenue CAGR through 2029, […]
The Hidden World of NPUs: Do You Really Need AI Engines in Your PC?
The Hidden World of NPUs: Do You Really Need AI Engines in Your PC? “AI PC” is the slogan; the NPU is the silicon behind […]
NVIDIA Says $100B OpenAI Tie-Up Won’t Starve GPU Supply
NVIDIA and OpenAI’s letter of intent pairs up to $100B of NVIDIA investment with a plan to deploy at least 10 gigawatts of NVIDIA systems […]
NVIDIA’s $5B Intel bet: NVLink-on-x86 and RTX chiplet SoCs are coming — here’s what it changes
NVIDIA will invest $5 billion in Intel and co-develop multiple generations of custom x86 CPUs with NVLink for data centers plus x86 SoCs integrating RTX […]
NVIDIA puts $5B into Intel in a wide AI alliance — what it really means for data centers, PCs, and foundries
NVIDIA will invest $5 billion in Intel and co-develop multiple generations of custom data-center and PC products. Beyond the headline, the deal could reshape foundry […]
DeepSeek says its R1 model cost just $294,000 to train — here’s what that really means
DeepSeek says its R1 model cost just $294,000 to train — here’s what that really means A peer-reviewed study puts the headline training bill for […]
China reportedly orders tech giants to stop buying Nvidia AI chips
China’s top internet regulator has reportedly told the country’s largest platforms to stop buying Nvidia’s AI chips — and to cancel existing orders — in […]