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.
The article discusses the challenges faced by Chinese CPU companies due to reliance on foreign technology and sanctions. It outlines five key players navigating…
In December, a BIS team tested post-quantum signatures in TARGET2, successfully rejecting forged transfers but facing challenges with increased signature sizes impacting performance. While…
On June 23, the European Parliament's ECON committee approved the digital euro, initiating negotiations ahead of a potential launch by 2029. It aims to…
Qualcomm's Snapdragon brand emerged in 2007, unifying various components for effective marketing. Over two decades, its journey included notable successes and failures, adapting to…
Keller welcomes the Cerebras IPO, then bets cheap DRAM and open RISC-V beat it on cost. The real prize is the CPU Qualcomm is…
AMD's acquisition of MEXT aims to address rising memory costs by enhancing flash storage capabilities, offering 2-4x effective capacity while reducing expenses. This strategic…
A team at Chalmers University reshaped the surface beneath YBCO superconductors, significantly enhancing their performance. By creating a nanofaceted substrate, they improved transition temperatures…
As of June 2026, the RTX 5090's price has surged to $4,329, driven by high demand for its GDDR7 memory. While it boasts impressive…
"Fix this code" triggered the Fable 5 export ban. Security researcher Katie Moussouris, the only external expert to read the Amazon report, says no…
OpenAI and Broadcom announce Jalapeño, a custom chip designed to run OpenAI's models. With a nine-month development timeline, the ASIC aims for efficiency and…
Qualcomm's Investor Day revealed the Dragonfly brand, alongside a multi-generation agreement with Meta for a custom CPU. Qualcomm aims for strong competition in data…
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…
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