Semiconductor coverage, chipsets, AI platforms — Qualcomm, Snapdragon, MediaTek, NVIDIA, Intel and AI innovation.
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…
Midjourney's full-body ultrasound scanner promises 60-second scans. The prototype takes 20 minutes and has scanned just 12 people.
Reflecting my journey with Nothing's products, starting with Phone (1) in 2021. Despite initial challenges in the US market, including limited support, the launch…
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…
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…
SpaceX went public without loosening Musk's grip. The US government picked quantum winners with political ties. AI agents started trading crypto alone. And the…
MIT's 2024 reasoning model and AMD's Ryzen AI chips proved on-device AI code generation could work. Two years later, the shift is complete, and…
Satya Nadella's recent LinkedIn piece outlines a framework for companies to build both human and token capital in AI. He emphasizes the need for…
The complete Nothing Company story: from Carl Pei leaving OnePlus in 2020 to 7 million devices sold, 13,000 community investors, and a $1.3 billion…
Nvidia's RTX Spark brings 20 ARM cores and 6,144 CUDA cores to Windows laptops this fall. The full architecture breakdown, Geekbench comparisons against Apple…
NVIDIA's B300 yields are stabilizing. That is not the story. The story is CoWoS: TSMC's packaging bottleneck that sits between Nvidia and the demand…
Qualcomm expands compute architecture to desktops with the X2 Elite, splits mobile silicon into standard and Pro tiers, and pushes toward a $6B automotive…
Two decades of XR in one place: from Kinect to Android XR, covering every headset, chip, and platform war, plus the scorecard on what…
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