Semiconductor, Hardware Angel Morales 10/29/26 Semiconductor, Hardware Angel Morales 10/29/26 SK hynix Warns Memory Shortages Could Last Until 2030 as AI Demand Outpaces Production Read More AI, Hardware Angel Morales 10/28/26 AI, Hardware Angel Morales 10/28/26 Meta Expands NVIDIA Vera Rubin and Vera CPU Deployments With $3 Billion Investment Partnership Read More AI, Hardware Angel Morales 10/25/26 AI, Hardware Angel Morales 10/25/26 NVIDIA GPU Rental Prices Defy Depreciation as H200 Premium Reaches 143% Read More AI, Hardware Angel Morales 10/21/26 AI, Hardware Angel Morales 10/21/26 Amazon's $220 Billion AI Spending Pushes Free Cash Flow Negative as NVIDIA GPUs Wait for Power Read More AI, Hardware Angel Morales 10/13/26 AI, Hardware Angel Morales 10/13/26 NVIDIA and Cisco Unveil USFP Optics With Up to 12.8 Tb/s Capacity Read More AI, Hardware Angel Morales 10/13/26 AI, Hardware Angel Morales 10/13/26 NVIDIA Opens Vera Rubin Rack and Compute Tray Designs Through OCP Read More AI, Hardware, Semiconductor Angel Morales 9/18/26 AI, Hardware, Semiconductor Angel Morales 9/18/26 Huawei Accelerates Ascend AI Roadmap With 960 Chips and 4,096 NPU Atlas SuperPoD Read More AI, Industry Angel Morales 9/18/26 AI, Industry Angel Morales 9/18/26 Microsoft Says UK Needs More Data Centers as Slough Residents Push Back Read More AI, Hardware Angel Morales 9/17/26 AI, Hardware Angel Morales 9/17/26 NVIDIA B200 Residual Value Rises to 158% of Original Cost as AI Demand Stays Strong Read More Hardware, Semiconductor, Announcement Angel Morales 9/16/26 Hardware, Semiconductor, Announcement Angel Morales 9/16/26 Micron Packs 512 GB Into a Single DDR5 RDIMM at Up to 9200 MT/s Read More Hardware, AI Angel Morales 8/31/26 Hardware, AI Angel Morales 8/31/26 NVIDIA Pauses AI Cloud Credit Deals as Antitrust Concerns Surface Read More AI, Hardware, Industry Angel Morales 8/27/26 AI, Hardware, Industry Angel Morales 8/27/26 AWS Expands NVIDIA GPU Deployment Beyond 3 Million as AI Demand Surges Read More Semiconductor Angel Morales 8/20/26 Semiconductor Angel Morales 8/20/26 Chinese Chip Tool Profits Jump Over 400% as Global Equipment Backlogs Hit 24 Months Read More AI, Hardware, Semiconductor Angel Morales 8/17/26 AI, Hardware, Semiconductor Angel Morales 8/17/26 NVIDIA CPO Timeline Holds as Coherent Targets New Optics Revenue in 2H 2026 Read More AI, Hardware, Industry Angel Morales 8/14/26 AI, Hardware, Industry Angel Morales 8/14/26 CoreWeave Extends NVIDIA A100 AI Use Through 2029, Giving Ampere a 9 Year Run Read More AI, News Angel Morales 8/7/26 AI, News Angel Morales 8/7/26 DeepSeek Plans Significant API Price Increase as V4 Flash Demand Tests Its Compute Capacity Read More AI, Hardware, Semiconductor Angel Morales 8/4/26 AI, Hardware, Semiconductor Angel Morales 8/4/26 Google Could Unlock 252.7 Billion$ by Expanding TPU Access Beyond Cloud Read More AI, Hardware Angel Morales 7/31/26 AI, Hardware Angel Morales 7/31/26 Microsoft Will Deploy AMD Helios and NVIDIA Vera Rubin Despite Reported Price Gap Read More AI, Hardware Angel Morales 7/22/26 AI, Hardware Angel Morales 7/22/26 AMD Helios Could Cost 40% More Than NVIDIA Vera Rubin Read More AI, Hardware Angel Morales 6/29/26 AI, Hardware Angel Morales 6/29/26 NVIDIA Becomes No. 1 in Data Center Ethernet Switching as Market Reaches $15.4 Billion Read More Older Posts
Semiconductor, Hardware Angel Morales 10/29/26 Semiconductor, Hardware Angel Morales 10/29/26 SK hynix Warns Memory Shortages Could Last Until 2030 as AI Demand Outpaces Production Read More
AI, Hardware Angel Morales 10/28/26 AI, Hardware Angel Morales 10/28/26 Meta Expands NVIDIA Vera Rubin and Vera CPU Deployments With $3 Billion Investment Partnership Read More
AI, Hardware Angel Morales 10/25/26 AI, Hardware Angel Morales 10/25/26 NVIDIA GPU Rental Prices Defy Depreciation as H200 Premium Reaches 143% Read More
AI, Hardware Angel Morales 10/21/26 AI, Hardware Angel Morales 10/21/26 Amazon's $220 Billion AI Spending Pushes Free Cash Flow Negative as NVIDIA GPUs Wait for Power Read More
AI, Hardware Angel Morales 10/13/26 AI, Hardware Angel Morales 10/13/26 NVIDIA and Cisco Unveil USFP Optics With Up to 12.8 Tb/s Capacity Read More
AI, Hardware Angel Morales 10/13/26 AI, Hardware Angel Morales 10/13/26 NVIDIA Opens Vera Rubin Rack and Compute Tray Designs Through OCP Read More
AI, Hardware, Semiconductor Angel Morales 9/18/26 AI, Hardware, Semiconductor Angel Morales 9/18/26 Huawei Accelerates Ascend AI Roadmap With 960 Chips and 4,096 NPU Atlas SuperPoD Read More
AI, Industry Angel Morales 9/18/26 AI, Industry Angel Morales 9/18/26 Microsoft Says UK Needs More Data Centers as Slough Residents Push Back Read More
AI, Hardware Angel Morales 9/17/26 AI, Hardware Angel Morales 9/17/26 NVIDIA B200 Residual Value Rises to 158% of Original Cost as AI Demand Stays Strong Read More
Hardware, Semiconductor, Announcement Angel Morales 9/16/26 Hardware, Semiconductor, Announcement Angel Morales 9/16/26 Micron Packs 512 GB Into a Single DDR5 RDIMM at Up to 9200 MT/s Read More
Hardware, AI Angel Morales 8/31/26 Hardware, AI Angel Morales 8/31/26 NVIDIA Pauses AI Cloud Credit Deals as Antitrust Concerns Surface Read More
AI, Hardware, Industry Angel Morales 8/27/26 AI, Hardware, Industry Angel Morales 8/27/26 AWS Expands NVIDIA GPU Deployment Beyond 3 Million as AI Demand Surges Read More
Semiconductor Angel Morales 8/20/26 Semiconductor Angel Morales 8/20/26 Chinese Chip Tool Profits Jump Over 400% as Global Equipment Backlogs Hit 24 Months Read More
AI, Hardware, Semiconductor Angel Morales 8/17/26 AI, Hardware, Semiconductor Angel Morales 8/17/26 NVIDIA CPO Timeline Holds as Coherent Targets New Optics Revenue in 2H 2026 Read More
AI, Hardware, Industry Angel Morales 8/14/26 AI, Hardware, Industry Angel Morales 8/14/26 CoreWeave Extends NVIDIA A100 AI Use Through 2029, Giving Ampere a 9 Year Run Read More
AI, News Angel Morales 8/7/26 AI, News Angel Morales 8/7/26 DeepSeek Plans Significant API Price Increase as V4 Flash Demand Tests Its Compute Capacity Read More
AI, Hardware, Semiconductor Angel Morales 8/4/26 AI, Hardware, Semiconductor Angel Morales 8/4/26 Google Could Unlock 252.7 Billion$ by Expanding TPU Access Beyond Cloud Read More
AI, Hardware Angel Morales 7/31/26 AI, Hardware Angel Morales 7/31/26 Microsoft Will Deploy AMD Helios and NVIDIA Vera Rubin Despite Reported Price Gap Read More
AI, Hardware Angel Morales 7/22/26 AI, Hardware Angel Morales 7/22/26 AMD Helios Could Cost 40% More Than NVIDIA Vera Rubin Read More
AI, Hardware Angel Morales 6/29/26 AI, Hardware Angel Morales 6/29/26 NVIDIA Becomes No. 1 in Data Center Ethernet Switching as Market Reaches $15.4 Billion Read More
