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NVIDIA’s Shift From DDR5 to LPDDR for AI Servers Intensifies Global DRAM Shortages and Strains PC and Mobile Supply Chains
Semiconductor, Industry Angel Morales 11/20/25 Semiconductor, Industry Angel Morales 11/20/25

NVIDIA’s Shift From DDR5 to LPDDR for AI Servers Intensifies Global DRAM Shortages and Strains PC and Mobile Supply Chains

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NVIDIA Secures One Gigawatt Compute Commitment From Anthropic in New Partnership Built Around Vera Rubin and Blackwell AI Systems
AI, Hardware, Industry Angel Morales 11/19/25 AI, Hardware, Industry Angel Morales 11/19/25

NVIDIA Secures One Gigawatt Compute Commitment From Anthropic in New Partnership Built Around Vera Rubin and Blackwell AI Systems

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NVIDIA Moving Toward Supplying Entire AI Systems to Partners, Aims to Unify Rack Designs and Speed Up Deployment
AI, Hardware, Industry Angel Morales 11/14/25 AI, Hardware, Industry Angel Morales 11/14/25

NVIDIA Moving Toward Supplying Entire AI Systems to Partners, Aims to Unify Rack Designs and Speed Up Deployment

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Rockstar Hit by Legal Claim Issued by IWGB After Refusing to Meet about Reinstating Fired Workers
Gaming, Industry Angel Morales 11/14/25 Gaming, Industry Angel Morales 11/14/25

Rockstar Hit by Legal Claim Issued by IWGB After Refusing to Meet about Reinstating Fired Workers

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Intel Accuses Former Employee of Stealing 18,000 Confidential Files from Internal Database
Hardware, Industry Angel Morales 11/10/25 Hardware, Industry Angel Morales 11/10/25

Intel Accuses Former Employee of Stealing 18,000 Confidential Files from Internal Database

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TSMC’s A14 Facility in Taiwan Becomes Its Most Expensive Project Yet, Bringing 1.4nm Chips by 2028
Semiconductor, Industry Angel Morales 11/7/25 Semiconductor, Industry Angel Morales 11/7/25

TSMC’s A14 Facility in Taiwan Becomes Its Most Expensive Project Yet, Bringing 1.4nm Chips by 2028

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NVIDIA Credits TSMC, Foxconn, and Other Partners for Enabling U.S. Blackwell AI Chip Manufacturing
Semiconductor, Hardware, Industry Angel Morales 11/5/25 Semiconductor, Hardware, Industry Angel Morales 11/5/25

NVIDIA Credits TSMC, Foxconn, and Other Partners for Enabling U.S. Blackwell AI Chip Manufacturing

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OpenAI and Amazon Sign Seven-Year, $38 Billion Partnership Focused on NVIDIA AI Infrastructure
AI, Industry Angel Morales 11/4/25 AI, Industry Angel Morales 11/4/25

OpenAI and Amazon Sign Seven-Year, $38 Billion Partnership Focused on NVIDIA AI Infrastructure

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DRAM Prices Rise 172% in 2025 as AI Demand Strains Global Supply
Semiconductor, Industry Angel Morales 11/4/25 Semiconductor, Industry Angel Morales 11/4/25

DRAM Prices Rise 172% in 2025 as AI Demand Strains Global Supply

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Jensen Huang Gets “Too Comfortable” in Korea After GTC 2025 Keynote
Hardware, Industry Angel Morales 10/31/25 Hardware, Industry Angel Morales 10/31/25

Jensen Huang Gets “Too Comfortable” in Korea After GTC 2025 Keynote

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President Trump to Congratulate NVIDIA on Producing the First Blackwell Chip Wafer in the U.S.
AI, Hardware, Industry Angel Morales 10/29/25 AI, Hardware, Industry Angel Morales 10/29/25

President Trump to Congratulate NVIDIA on Producing the First Blackwell Chip Wafer in the U.S.

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Intel's DC Segment To See Massive Growth, Driven by Adoption of the 'Xeon' Server CPU Platform
Semiconductor, Industry Angel Morales 10/27/25 Semiconductor, Industry Angel Morales 10/27/25

Intel's DC Segment To See Massive Growth, Driven by Adoption of the 'Xeon' Server CPU Platform

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Sam Altman Not Ready to Use Intel Foundry Yet, But Keeps the Door Open
Hardware, Industry Angel Morales 10/9/25 Hardware, Industry Angel Morales 10/9/25

Sam Altman Not Ready to Use Intel Foundry Yet, But Keeps the Door Open

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NVIDIA Witnessed Massive Troubles from Intel During the Mid-2000s, in the Form of Licensing Unfairness and Lawsuits
Semiconductor, Industry Angel Morales 10/9/25 Semiconductor, Industry Angel Morales 10/9/25

NVIDIA Witnessed Massive Troubles from Intel During the Mid-2000s, in the Form of Licensing Unfairness and Lawsuits

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NVIDIA’s Jensen Huang ‘Surprised’ by AMD’s Excitement Toward the MI450 AI Lineup, Implies Competition Is Ramping Up
Hardware, Industry Angel Morales 10/9/25 Hardware, Industry Angel Morales 10/9/25

NVIDIA’s Jensen Huang ‘Surprised’ by AMD’s Excitement Toward the MI450 AI Lineup, Implies Competition Is Ramping Up

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NVIDIA's Taiwan HQ Could Face Delays Amid Dispute With Local Insurance Firm
Semiconductor, Industry Angel Morales 10/7/25 Semiconductor, Industry Angel Morales 10/7/25

NVIDIA's Taiwan HQ Could Face Delays Amid Dispute With Local Insurance Firm

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Jim Keller Claims Contact With Rapidus, Samsung, TSMC & Intel for Next-Gen Chips
Semiconductor, Industry Angel Morales 10/3/25 Semiconductor, Industry Angel Morales 10/3/25

Jim Keller Claims Contact With Rapidus, Samsung, TSMC & Intel for Next-Gen Chips

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EA Confirms Agreement to be Acquired by PIF, Silver Lake, and Affinity Partners for $55 Billion
Games, Industry Angel Morales 9/30/25 Games, Industry Angel Morales 9/30/25

EA Confirms Agreement to be Acquired by PIF, Silver Lake, and Affinity Partners for $55 Billion

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AMD Aims for “Milan Moment” With Instinct MI450, Strengthening Software Stack to Compete With NVIDIA
Hardware, Industry Angel Morales 9/15/25 Hardware, Industry Angel Morales 9/15/25

AMD Aims for “Milan Moment” With Instinct MI450, Strengthening Software Stack to Compete With NVIDIA

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Intel Faces Leadership Departures at Ohio Fab Project Amid Delays and Economic Struggles
Semiconductor, Industry Angel Morales 9/12/25 Semiconductor, Industry Angel Morales 9/12/25

Intel Faces Leadership Departures at Ohio Fab Project Amid Delays and Economic Struggles

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