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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.
Analysis

TSMC 2nm (N2) Is Here, and Capacity Will Decide the Winners:...

Gavin Bonshor - 0
A person wearing a textured, dark jacket holds up an NVIDIA computer chip with visible circuitry and labels, displaying it between their thumb and fingers—possibly unveiling technology at CES 2026.
Analysis

NVIDIA at CES 2026: Vera Rubin Dominates the Keynote Address

Gavin Bonshor - 0
A cluster of eight Nvidia H200 GPUs arranged in two rows on a large computer server board, set against a black background. The GPUs, labeled with the NVIDIA logo, are connected to the motherboard below amid ongoing export bans to China.
News

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

Gavin Bonshor - 0
Close-up of a blue DDR5 DRAM module with black memory chips, placed on a gray surface. Three detached black chips are lying next to the module.
Analysis

AI Is Eating All The DRAM: Why Memory Prices Are Out...

Gavin Bonshor - 0
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.
Analysis

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

Gavin Bonshor - 0
A close-up and internal view of a high-performance computer server, showcasing stacked components and detailed circuitry—featuring the NVIDIA Rubin CPX for disaggregated inference, with a highlighted section zooming in on chips and hardware inside the server.
Analysis

NVIDIA Rubin CPX Explained: Disaggregated Inference And The Cost Of Million-Token...

Gavin Bonshor - 0
Close-up of an electronic circuit board with a large NextSilicon Maverick-2 RISC-V chip, surrounded by capacitors and other components. A green and red reflection is visible on the chip’s surface.
News

NextSilicon Maverick-2 claims GPU-beating speeds, teases RISC-V based ‘Arbel’ chip

Gavin Bonshor - 0
A rectangular, silver-and-black electronic device sits on a dark surface with a large computer chip—possibly Jetson Thor—leaning against it, displaying intricate circuitry and a central green processor. Several ports suggest a workstation for robotics enthusiasts.
News

Jetson Thor is here — the workstation for robots, not renders

Gavin Bonshor - 0
A large computer graphics processing unit (GPU) with cooling fins, designed for AI tasks, is shown on the left beside a much smaller computer chip on the right, both set against a black background.
News

Meta and Oracle pick Spectrum-X: Ethernet grows up for AI

Gavin Bonshor - 0
A desktop computer setup with a monitor, keyboard, mouse, tower, and laptop on a glossy surface. The monitor and laptop display digital art/design software powered by NVIDIA technology. The black background features wave-like patterns.
News

NVIDIA’s first U.S. Blackwell wafer: signal or showpiece?

Gavin Bonshor - 0
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