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nvidia

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 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.

NVIDIA at CES 2026: Vera Rubin Dominates the Keynote Address

January 8, 2026 Gavin Bonshor 0

CES keynotes can be a parade of logos and vibes. NVIDIA’s CES 2026 keynote still had plenty of AI buzzwords, but the useful part was […]

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.

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

December 19, 2025 Gavin Bonshor 0

The US is weighing whether to let Nvidia ship its H200 AI accelerators to China, and the headline hook is pure 2025 Washington. The Trump […]

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 […]

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.

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

November 17, 2025 Gavin Bonshor 0

If you have tried to buy DDR5 in the last couple of months and wondered why your memory kit suddenly costs as much as a […]

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 […]

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 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.

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

November 13, 2025 Gavin Bonshor 0

NVIDIA’s Rubin platform splits long-context prefill from token decode. Rubin CPX handles the compute-heavy front half, standard Rubin handles bandwidth-heavy generation. The NVL144 CPX rack […]

A large Nvidia logo sign with green and white colors stands outside a modern glass and stone office building, highlighting the company's role in AI chip sales like the Nvidia B30A amid discussions on export controls.

US blocks Nvidia’s B30A AI chip sales to China as export controls tighten again

November 7, 2025 Gavin Bonshor 0

The US government is moving to block Nvidia’s latest China focused AI chip, the B30A. On paper B30A is a cut down data center accelerator. […]

A green outlined computer chip and a red rectangular device with a grid of small squares, possibly symbolizing Nvidia or a Huawei affiliate, are connected by curved lines against a blue background dotted with small white stars.

US committee targets Nvidia over Chinese campus ties and Huawei affiliate presence

November 6, 2025 Gavin Bonshor 0

A US congressional committee has criticised Nvidia for operating on a shared campus in China with a Huawei affiliated company that is under US restrictions. […]

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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