CATEGORY_INDEX // 49 ENTRIES

data center

Infographic: TSMC raising 2nm capacity from 90,000 to 110,000 wafers/month by mid-2027, and CoWoS packaging from 130,000 to 260,000 wafers/month by 2028, backed by $60-64B 2024 capex. Meanwhile chip stocks slide the same morning after Dario Amodei's AI caution: NVDA -4.71%, TSM -3.28%, ASML -3.65%, AMD -4.19%, as markets price in an AI slowdown despite strong foundry capacity signals
CHIPS & AI · 09/17/2026

TSMC Just Raised Its 2nm Capacity Guidance

TSMC plans to increase its 2nm capacity from 90,000 to 110,000 wafers monthly by mid-2027 and aims for significant growth in its 3nm and…

4 MIN
READ →
Infographic: Vera Rubin Rack integrates Nvidia GPU, Vera CPU, Groq LPX, storage, and networking into one orchestrated system, versus a single commodity GPU device, showing 3x faster data access; headline: The GPU Was Never the Moat, Systems Win, Silicon Sells, Orchestration Is the advantage
AI · 09/08/2026

Was the GPU Ever Nvidia’s Real Moat?

Nvidia is shifting its focus beyond GPUs, highlighted by the introduction of the Vera CPU, enhancing storage and memory operations. The company’s strong position…

4 MIN
READ →
Infographic: Alibaba's $10.2B Hong Kong share placement equals about 1/4 of its ~$40.8B quarterly AI capex burn; Qwen inference costs estimated $1.9B+/day
AI · 08/29/2026

Alibaba Raised $10.2 Billion in an Afternoon

Alibaba's share placement raised $10.2 billion, the largest primary follow-on in Hong Kong history. Against RMB67.7 billion of June-quarter capex, it buys about one…

8 MIN
READ →
// SUBSCRIBE_FEED

Signal over noise.

One maker's tech digest, weekly. Chips, AI, gaming, EVs — no spam.