News on the AI infrastructure buildout: data centers, networking, fiber, power, and the physical backbone of artificial intelligence.
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…
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…
Over 75 data center projects worth $130 billion were blocked in Q1 2026 alone, matching all of 2025 in three months. The bottleneck is…
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…
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…
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…
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,…
On-device AI has shifted from a phone spec bullet to a real business architecture choice. Why where your AI runs is now a strategic…