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Two computer monitors labeled Intel and AMD sit on boxes in a server room, with warning signs and a large Chinese flag in the background, hinting at server CPU delays and rising AI demand among China customers amidst tech tensions.

Intel and AMD warn China customers of server CPU delays as AI demand squeezes compute

February 6, 2026 Gavin Bonshor 0

The AI build-out is starting to pinch parts of the datacenter stack that normally never get a headline. Intel and AMD have both warned customers […]

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 black entry-level GPU with a large cooling fan, gold connector pins, and side vents is displayed on a dark background.

Entry-Level GPUs Are In Trouble As DRAM Prices Go Nuclear

November 19, 2025 Gavin Bonshor 0

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 […]

A large green NVIDIA logo with cracks appears on a dark background featuring NVIDIA server racks and a computer chip, suggesting technological strain or disruption.

NVIDIA is winning now, but is it already peaking?

November 17, 2025 Gavin Bonshor 0

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 […]

Logos of AMD and Intel are displayed side by side on a dark blue background, separated by a vertical white line, symbolizing a comparison of their efficiency.

Why Intel Still Trails AMD on Power Efficiency

November 16, 2025 Gavin Bonshor 0

AMD spent the last decade turning power efficiency into a weapon. Zen took them from the value bin to the point where they could bully […]

Two SK Hynix HBM4 memory chips are shown; one chip displays the label “HBM4” while the other is flipped to reveal its gold connector side, highlighting advanced packaging. Both are set on a plain white background.

HBM4 and Packaging in 2026: The Bottleneck No One Wants To Own

November 14, 2025 Gavin Bonshor 0

2026 will not be won by a shinier compute tile, but it’ll be won by the teams that can bolt enough healthy HBM onto a […]

A black, cube-shaped mini PC resembling a Steam Machine sits on a desk near a monitor, gaming controller, and two small decorative mushroom figures. A hand with painted nails uses a mousepad as the monitor displays a colorful pixel art game.

Valve Steam Machine Deep Dive: Specs, Strategy, And Who It Is For

November 13, 2025 Gavin Bonshor 0

Valve’s Steam Machine is a living room PC that behaves like a console. It runs SteamOS, boots to a controller UI, and targets 4K output […]

A close-up view of an AMD Ryzen 5 7500X3D processor on a metallic AM5 surface with red accents. The silver chip features the AMD Ryzen logo prominently displayed, highlighting its appeal for high-performance gaming rigs.

AMD’s Ryzen 5 7500X3D: Budget X3D for AM5, Built for Gaming

November 13, 2025 Gavin Bonshor 0

AMD’s Ryzen 5 7500X3D brings 3D V-Cache to a six-core Zen 4 part on AM5. This is the budget gaming play for users who want […]

A man wearing glasses and a suit exudes confidence, reflecting the sharp intelligence often associated with Intel professionals.

Intel After Gelsinger: Packaging, PowerVia, and the Real Work Lip-Bu Tan Must Finish

November 12, 2025 Gavin Bonshor 0

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 […]

A close-up of a computer processor chip featuring intricate purple circuitry patterns, surrounded by a green and metallic frame with printed text, a QR code, and AVX-512 support—ideal for PC and Server Buyers seeking advanced performance.

AMD Zen 6 And AVX-512: What PC And Server Buyers Should Really Expect

November 10, 2025 Gavin Bonshor 0

Every time AMD says anything concrete about future Zen cores, the same questions pop up. What does it mean for desktop, what does it mean […]

Posts pagination

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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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