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NVIDIA Says Blackwell Cuts AI Cost Per Token by Up to 10x Versus Hopper, Spotlighting GB200 NVL72 and MoE Parallelism
AI, Hardware Angel Morales 2/14/26 AI, Hardware Angel Morales 2/14/26

NVIDIA Says Blackwell Cuts AI Cost Per Token by Up to 10x Versus Hopper, Spotlighting GB200 NVL72 and MoE Parallelism

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NVIDIA RTX 6000D 84 GB PCB Leak Shows 28x 3 GB GDDR7 Layout and 448 Bit Memory Bus
AI, Hardware Angel Morales 2/13/26 AI, Hardware Angel Morales 2/13/26

NVIDIA RTX 6000D 84 GB PCB Leak Shows 28x 3 GB GDDR7 Layout and 448 Bit Memory Bus

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Micron Faces HBM4 Validation Headwinds, Opening a Clear Lane for Samsung to Regain Share in the Rubin and MI400 Era
Semiconductor, AI, Hardware Angel Morales 2/10/26 Semiconductor, AI, Hardware Angel Morales 2/10/26

Micron Faces HBM4 Validation Headwinds, Opening a Clear Lane for Samsung to Regain Share in the Rubin and MI400 Era

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Jensen Huang’s Fried Chicken Diplomacy Highlights How NVIDIA Is Locking Down HBM4 and SOCAMM Supply
AI, Hardware, Business Angel Morales 2/10/26 AI, Hardware, Business Angel Morales 2/10/26

Jensen Huang’s Fried Chicken Diplomacy Highlights How NVIDIA Is Locking Down HBM4 and SOCAMM Supply

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Jensen Huang Calls Big Tech AI CapEx Surge Sustainable, Rejects Overspending Narrative
AI, Hardware Angel Morales 2/9/26 AI, Hardware Angel Morales 2/9/26

Jensen Huang Calls Big Tech AI CapEx Surge Sustainable, Rejects Overspending Narrative

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Google’s Project Genie Shows Meaningful Progress in Content Generation, But It Can’t Replace Creative Vision, Says Analyst
AI, Gaming Angel Morales 2/5/26 AI, Gaming Angel Morales 2/5/26

Google’s Project Genie Shows Meaningful Progress in Content Generation, But It Can’t Replace Creative Vision, Says Analyst

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Google Project Genie Triggers Investor Whiplash as Game Stocks Slide on AI Only Development Fears
AI, Gaming Angel Morales 2/2/26 AI, Gaming Angel Morales 2/2/26

Google Project Genie Triggers Investor Whiplash as Game Stocks Slide on AI Only Development Fears

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NVIDIA CEO Privately Questions OpenAI Discipline as $100 billion Megadeal Reportedly Stalls
AI, Business Angel Morales 2/2/26 AI, Business Angel Morales 2/2/26

NVIDIA CEO Privately Questions OpenAI Discipline as $100 billion Megadeal Reportedly Stalls

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DeepSeek, ByteDance, Alibaba and Tencent Among the First to Receive New China Compliant NVIDIA H200 AI Chips
AI, Hardware Angel Morales 2/2/26 AI, Hardware Angel Morales 2/2/26

DeepSeek, ByteDance, Alibaba and Tencent Among the First to Receive New China Compliant NVIDIA H200 AI Chips

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SOCAMM Memory Standard May Expand Beyond NVIDIA as AMD and Qualcomm Explore Adoption for Next Gen AI Racks
AI, Hardware Angel Morales 1/29/26 AI, Hardware Angel Morales 1/29/26

SOCAMM Memory Standard May Expand Beyond NVIDIA as AMD and Qualcomm Explore Adoption for Next Gen AI Racks

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SK hynix Plans U.S. Based AI Solutions Arm Called AI Company to Expand Beyond Memory Into the AI Data Center Stack
AI, Hardware Angel Morales 1/29/26 AI, Hardware Angel Morales 1/29/26

SK hynix Plans U.S. Based AI Solutions Arm Called AI Company to Expand Beyond Memory Into the AI Data Center Stack

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NVIDIA Reportedly Eyes Intel Foundry 18A or 14A and EMIB for Feynman AI Chips in a Strategic Shift Beyond TSMC
AI, Hardware Angel Morales 1/29/26 AI, Hardware Angel Morales 1/29/26

NVIDIA Reportedly Eyes Intel Foundry 18A or 14A and EMIB for Feynman AI Chips in a Strategic Shift Beyond TSMC

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Chinese AI Chip Startup Iluvatar CoreX Unveils Roadmap Claiming Vera Rubin Level Parity by 2027
AI, Hardware Angel Morales 1/27/26 AI, Hardware Angel Morales 1/27/26

Chinese AI Chip Startup Iluvatar CoreX Unveils Roadmap Claiming Vera Rubin Level Parity by 2027

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NVIDIA Deepens CoreWeave Partnership With 2 Billion Dollar Investment, Promises Early Vera CPU Access as Jensen Huang Signals Bigger CPU Ambitions
AI, Hardware Angel Morales 1/27/26 AI, Hardware Angel Morales 1/27/26

NVIDIA Deepens CoreWeave Partnership With 2 Billion Dollar Investment, Promises Early Vera CPU Access as Jensen Huang Signals Bigger CPU Ambitions

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Intel and NVIDIA Confirm Custom Xeon With NVLink, Intel Reaffirms 16 Channel Diamond Rapids, Coral Rapids With SMT, and Nova Lake Landing Late 2026
AI, Hardware, Semiconductor Angel Morales 1/26/26 AI, Hardware, Semiconductor Angel Morales 1/26/26

Intel and NVIDIA Confirm Custom Xeon With NVLink, Intel Reaffirms 16 Channel Diamond Rapids, Coral Rapids With SMT, and Nova Lake Landing Late 2026

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Claude Code Reportedly Ported a CUDA Backend to ROCm in 30 Minutes, Sparking Fresh Debate Over Whether the CUDA Moat Is Shrinking
AI Angel Morales 1/23/26 AI Angel Morales 1/23/26

Claude Code Reportedly Ported a CUDA Backend to ROCm in 30 Minutes, Sparking Fresh Debate Over Whether the CUDA Moat Is Shrinking

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AMD Rolls Out Adrenalin Edition 26.1.1 With Optional AI Bundle, Ryzen AI 400 Support, And New Game Readiness
AI, Hardware Angel Morales 1/23/26 AI, Hardware Angel Morales 1/23/26

AMD Rolls Out Adrenalin Edition 26.1.1 With Optional AI Bundle, Ryzen AI 400 Support, And New Game Readiness

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NVIDIA CEO Says AI Is Driving the Largest Infrastructure Buildout in Human History, and the Momentum Is Still Accelerating
AI, Hardware Angel Morales 1/23/26 AI, Hardware Angel Morales 1/23/26

NVIDIA CEO Says AI Is Driving the Largest Infrastructure Buildout in Human History, and the Momentum Is Still Accelerating

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NVIDIA Rushes Vera Rubin Bandwidth Upgrades as AMD Instinct MI455X Turns Up Competitive Pressure
AI, Hardware Angel Morales 1/23/26 AI, Hardware Angel Morales 1/23/26

NVIDIA Rushes Vera Rubin Bandwidth Upgrades as AMD Instinct MI455X Turns Up Competitive Pressure

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Razer CEO Says Gamers Reject Generative AI Slop, But Support AI Tools That Help Developers Ship Better Games
Gaming, AI Angel Morales 1/21/26 Gaming, AI Angel Morales 1/21/26

Razer CEO Says Gamers Reject Generative AI Slop, But Support AI Tools That Help Developers Ship Better Games

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