Everything I write about artificial intelligence lands here. Less of the demo-day theater, more of what sits underneath it: the compute, the real economics, and the distance between what gets announced and what actually ships.
Qualcomm is acquiring Modular, the vendor-neutral stack that runs AI models on any chip. The phone NPU benefit is a side effect. The real…
Chiplets and UCIe are unbundling AI hardware the same way Modular unbundles CUDA. Why the moat doesn't vanish, it just relocates to TSMC's packaging…
A paper on temporal entanglement entropy suggests time might emerge from quantum systems rather than being fundamental. Here's why the infrastructure being built in…
Apple's WWDC 2026 Siri update is real. The multi-step chaining works. The on-device architecture is the right call for privacy. The gap against Gemini…
The ASML lithography monopoly is the most complete chokepoint in tech. High-NA in fabs, Hyper-NA ahead, China capped, one company holding it all up.…
Snapdragon Insider bias declared. Qualcomm's AI200 data center card plus the five-form-factor Hexagon NPU strategy is a bet that inference is where the real…
TSMC's A16 node brings backside power delivery (Super Power Rail) in 2026, answering Intel's 18A and opening the angstrom era for AI and HPC…
LeCun says xAI is 'kind of a failure.' With a $2.5B quarterly loss and compute rented to rivals, the numbers are hard to dismiss.
Midjourney's full-body ultrasound scanner promises 60-second scans. The prototype takes 20 minutes and has scanned just 12 people.
The Fable 5 shutdown highlighted the importance of owning AI models on personal hardware to avoid government restrictions. Although open-source AI is gaining traction,…
Qualcomm's Snapdragon Reality Elite puts the NPU first: 48 TOPS, Android XR, and the XREAL Aura. Here's what the chip actually changes for XR…
Sony's L910 sensor hits 100 dB HDR in one shot using LOFIC and TCG-HDR—eliminating motion artifacts that plagued multi-frame rivals.
NVIDIA's data center revenue surpassed $100 billion in fiscal 2026, bolstered by innovations like the Blackwell B200, which significantly enhances performance. The acquisition of…
Qualcomm's Snapdragon Reality Elite lands 48 TOPS of on-device AI compute in XR headsets, a 160% NPU jump over the XR2+ Gen 2 that…
The EU AI Act highlights a disconnect between regulatory ambitions and Europe's hardware capabilities, creating compliance burdens for startups while relying on US cloud…