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.
Nvidia's $500 billion SK Hynix deal is not just a memory purchase. I lay out why locking up HBM supply is Nvidia extending its…
Broadcom's $200 billion commitment to Samsung's foundry, confirmed by a memorandum of understanding, signifies strong validation of Samsung's technology. This partnership encompasses advanced memory…
Over fifteen years, the Open RAN initiative evolved from a China Mobile white paper to a $10 billion movement, yet the RAN market has…
AMD Helios, unveiled at the Advancing AI 2026 event, is entering production, shipping with major clients like Microsoft. Corporate VP Andrew Dieckman downplayed CUDA's…
Nvidia funds four of the 25 signatories through its $26 billion Nemotron Coalition. Why OpenAI, Anthropic and Google all stayed out, and why the…
Hangul, Korea's unique alphabet created by King Sejong in the 1440s, is illustrated through speech organ shapes. Hancom has safeguarded this heritage via its…
Virginia has implemented a new tax on data centers, charging one cent per kilowatt-hour, marking a shift from incentives to consumption taxes. This trend…
The real issue in AI isn't benchmarks, but sovereignty, focusing on control over compute, models, and access. Hardware access determines power, as seen in…
New York banned new AI data centers over 50 MW. What the moratorium means for hyperscalers, investors, and the national AI infrastructure race.
From 2022 to 2026, Apple transformed its product lineup through innovative hardware and software advancements, emphasizing Apple Silicon, AI integration, and privacy. Despite progress,…
Running a local LLM on Android gives you real privacy, but the NPU is walled off from the open models and de-Googling costs you…
A daily driver's read on on-device AI across 2026 flagships: the Gemini Nano v3 hardware gate, Apple's unshipped promises, Samsung's land-grab, and how much…
By the end of 2025, Phytium shipped over 13 million processors, primarily to Chinese government entities, driven by mandates rather than market demand. Despite…
The document provides an extensive overview of global data center regulations and incentives, focusing on the US, Europe, and Asia-Pacific. It highlights trends, regional…
Huawei's Mate 60 Pro unexpectedly launched in 2023 featuring the Kirin 9000S chip, surprisingly circumventing US sanctions. HiSilicon, Huawei's silicon arm, encompasses its mobile,…
One maker's tech digest, weekly. Chips, AI, gaming, EVs — no spam.