OpenAI’s $38B AWS Deal Is About GPU Leverage, Not Discounts
OpenAI just signed a seven year, $38 billion capacity deal with AWS. Ignore the cheerleading. This is not about a better price on instances. It […]
TSMC
Beyond Moore’s Law: Why chiplet-first designs will dominate 2026
Transistor scaling is slowing, but the industry has another gearbox. Chiplets and advanced packaging turn one huge die into multiple smaller, easier to yield dies […]
Tesla’s AI5 FSD computer: 2,000+ TOPS, dual-sourced in the US, and a pivot away from Dojo
Tesla’s next-generation Full Self-Driving (FSD) computer, internally dubbed AI5 or HW5, is being framed as a step-change in in-car AI compute: 2,000–2,500 TOPS for low-precision […]
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, […]
Micron’s HBM4 clears 2.8 TB/s with samples shipping — HBM4E custom base die points to bespoke AI accelerators
Micron says its next-gen HBM4 already exceeds 2.8 TB/s per stack with >11 Gb/s pin speeds, and that it’s begun shipping customer samples. The company […]
Micron Says HBM4 Samples Are Hitting 2.8 TB/s; GDDR7 at 40 Gbps
Micron is openly talking HBM4 now—and the numbers are punchy: over 2.8 TB/s per stack at pin speeds north of 11 Gb/s, plus GDDR7 binned to 40 Gb/s. […]
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 […]
Samsung’s Exynos 2600 is reportedly moving to 2nm mass production — here’s what that means
Multiple reports say Samsung’s Exynos 2600 is entering mass production on a 2nm gate-all-around (GAA) node in late September. If accurate, it would put Samsung’s […]