hyperscalers Archives | BonTech Labs

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 […]

Intel Kills Mainstream Diamond Rapids Platform: What It Means For Xeon And AMD

November 16, 2025 Gavin Bonshor 0

Intel has quietly killed its mainstream next-generation Xeon platform. Diamond Rapids is still coming for the high end with sixteen memory channels, but the cheaper […]

A financial summary graphic for Arm’s Q2 FYE26 results displays $1.14B total revenue, $620M royalty revenue, $515M licensing and other revenue, $467M non-GAAP operating income, and $163M GAAP operating income, with related icons.

Arm Q2 FYE26: third straight billion-dollar quarter, CSS momentum, and Neoverse’s cloud AI land grab

November 5, 2025 Gavin Bonshor 0

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 […]

A digital graphic shows a large circle with a grid pattern at the center, surrounded by a greenish glow—evoking wafer level burn in for AI chip reliability. On the left, there's a vertical bar chart with one tall teal bar and an empty box below it.

Aehr Test Systems and ISE Labs put wafer level burn in at the center of AI chip reliability

November 3, 2025 Gavin Bonshor 0

Aehr Test Systems and ISE Labs are pushing a simple idea into a complex part of the AI supply chain: stress AI dies earlier, while […]