NVIDIA GPU, AI hardware, GeForce, and graphics technology driving gaming and machine learning.
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…
Nine months after raising $250 million, Modular is reportedly close to a $4 billion acquisition by Qualcomm, marking a significant valuation increase. Modular specializes…
Intel showcased advancements in their 18A-P node at the VLSI Symposium, achieving enhanced performance and reduced power consumption. Key features include improved thermal resistance…
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,…
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…
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…
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…
SpaceX closes its first trading day at $160.95, four-times oversubscribed, making Musk the world's first trillionaire. The market implications for launch, AI infrastructure, Tesla,…
Nvidia entered the PC market at Computex 2026 with RTX Spark: a 20-core Arm CPU plus a 6,144-CUDA-core Blackwell GPU connected by NVLink-C2C, sharing…
Phoronix's independent Vera benchmarks: 11% faster than AMD EPYC, 55% faster than Intel Xeon, 63% faster than NVIDIA's own Grace CPU. The Olympus architecture…
Jetson Thor owns the humanoid robot; Qualcomm Dragonwing is fighting for the high-volume middle. The 2026 edge robotics compute split, broken down.
Mistral AI sells intelligence through models and APIs, Cerebras sells raw compute through wafer-scale silicon. A no-nonsense breakdown of two very different AI revenue…
The post details the rapid advancement of AI from 2023 to 2026, highlighting significant investments, partnerships, and innovations in infrastructure, robotics, and consumer devices,…
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