AI
Jim Keller Welcomes Cerebras to the Party, Then Promises to Beat Everyone With Boring DRAM
Keller welcomes the Cerebras IPO, then bets cheap DRAM and open RISC-V beat it on cost. The real prize is the CPU…
AI
CHIPS & AI
SMIC in 2005: The Bet That the Door Would Stay Open
In 2005, SMIC, China’s semiconductor champion, faced a dramatic journey, building advanced fabs with foreign technology while accumulating losses. Despite early successes…
AI
AMD’s MEXT Acquisition Is More Important Than Markets Realize. Here’s How It Solves the Memory Bottleneck.
AMD's acquisition of MEXT aims to address rising memory costs by enhancing flash storage capabilities, offering 2-4x effective capacity while reducing expenses.…
AI
Sculpting Nanoscale Geometry to Push Superconductivity Beyond Its Limits
A team at Chalmers University reshaped the surface beneath YBCO superconductors, significantly enhancing their performance. By creating a nanofaceted substrate, they improved…
CHIPS & AI
Snapdragon X Two Years In: The Platform Is Real, But Is It Ready?
Qualcomm's Snapdragon X2 Elite shipped this spring and the reviews are in: up to 18 cores at 5.0 GHz, an 80 TOPS…
AI
The RTX 5090 Is a Memory Product With DisplayPort Outputs
As of June 2026, the RTX 5090's price has surged to $4,329, driven by high demand for its GDDR7 memory. While it…
AI
“Fix This Code”: The Three Words Behind the Fable 5 Export Ban
"Fix this code" triggered the Fable 5 export ban. Security researcher Katie Moussouris, the only external expert to read the Amazon report,…
AI
OpenAI’s Jalapeño: The Customer Decided to Become the Supplier
OpenAI and Broadcom announce Jalapeño, a custom chip designed to run OpenAI's models. With a nine-month development timeline, the ASIC aims for…
AI
Qualcomm’s Dragonfly: The Rack-Scale Bet I Called, and the 2028 Catch
Qualcomm's Investor Day revealed the Dragonfly brand, alongside a multi-generation agreement with Meta for a custom CPU. Qualcomm aims for strong competition…
AI
Qualcomm Is Buying Modular, and the Phone Was Never the Point
Qualcomm is acquiring Modular, the vendor-neutral stack that runs AI models on any chip. The phone NPU benefit is a side effect.…
AI
Chiplets and the Modular Turn: The AI Hardware Moat Is Quietly Coming Apart
Chiplets and UCIe are unbundling AI hardware the same way Modular unbundles CUDA. Why the moat doesn't vanish, it just relocates to…
CHIPS & AI
Data Center Bottleneck: The Infrastructure Crisis Choking AI Development in 2026
Over 75 data center projects worth $130 billion were blocked in Q1 2026 alone, matching all of 2025 in three months. The…
CHIPS & AI
Qualcomm’s $4 Billion Bet on Modular Is Really a Bet Against CUDA
Nine months after raising $250 million, Modular is reportedly close to a $4 billion acquisition by Qualcomm, marking a significant valuation increase.…
AI
Quantum Time: When Entanglement Becomes Temporal
A paper on temporal entanglement entropy suggests time might emerge from quantum systems rather than being fundamental. Here's why the infrastructure being…
3D PRINTING & MAKING
Metal 3D Printing Breaks Through: The Manufacturing Shift Nobody Saw Coming
A team of metallurgists has developed a method using looping lasers to mix molten metals in real-time during additive manufacturing, allowing for…