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 AI, Hardware Angel Morales 6/12/26 AI, Hardware Angel Morales 6/12/26 AMD Instinct MI355X Gains Momentum As TensorWave Raises $350 Million For AI Expansion Read More Semiconductor, Business Angel Morales 5/20/26 Semiconductor, Business Angel Morales 5/20/26 Intel CEO Lip Bu Tan Reshapes Company Strategy After Admitting Intel Lost Data Center Leadership Read More Gaming Angel Morales 5/14/26 Gaming Angel Morales 5/14/26 Foxconn Reportedly Shipped Its Early CPO Racks to NVIDIA Ahead of Schedule, but a Computex No Show Is Not Confirmed Read More Hardware, Announcement Angel Morales 5/13/26 Hardware, Announcement Angel Morales 5/13/26 Micron Pushes AI Server Memory Forward With 256 GB DDR5 RDIMMs at 9200 MT/s Read More AI, Hardware Angel Morales 5/13/26 AI, Hardware Angel Morales 5/13/26 NVIDIA Looks to Space as AI Data Center Pressure Grows on Earth, but Orbital Compute Is Still a Long Game Read More Semiconductor, AI, Hardware Angel Morales 5/11/26 Semiconductor, AI, Hardware Angel Morales 5/11/26 Silicon Motion CEO Warns DRAM and SSD Shortages Could Stretch Into 2028 as AI Demand Keeps Tightening Supply Read More AI, Hardware Angel Morales 5/11/26 AI, Hardware Angel Morales 5/11/26 Goldman Sachs Sees Agentic AI Driving a Massive Token Boom, but Warns Bad Data Could Undercut the Payoff Read More AI, Semiconductor, Hardware Angel Morales 5/8/26 AI, Semiconductor, Hardware Angel Morales 5/8/26 NVIDIA and Corning Expand US Optical Manufacturing for AI With 10x Capacity Target and 3,000 New Jobs Read More Semiconductor, Hardware, Technology Angel Morales 5/7/26 Semiconductor, Hardware, Technology Angel Morales 5/7/26 PCI-SIG Pushes PCIe 8.0 Toward 1 TB/s by 2028, Targeting the Bandwidth Wall Facing AI and Data Center Infrastructure Read More AI, Hardware Angel Morales 5/7/26 AI, Hardware Angel Morales 5/7/26 Rambus Unveils PCIe 7.0 Switch IP With Time Division Multiplexing to Tackle AI Data Bottlenecks Read More Older Posts
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
AI, Hardware Angel Morales 6/12/26 AI, Hardware Angel Morales 6/12/26 AMD Instinct MI355X Gains Momentum As TensorWave Raises $350 Million For AI Expansion Read More
Semiconductor, Business Angel Morales 5/20/26 Semiconductor, Business Angel Morales 5/20/26 Intel CEO Lip Bu Tan Reshapes Company Strategy After Admitting Intel Lost Data Center Leadership Read More
Gaming Angel Morales 5/14/26 Gaming Angel Morales 5/14/26 Foxconn Reportedly Shipped Its Early CPO Racks to NVIDIA Ahead of Schedule, but a Computex No Show Is Not Confirmed Read More
Hardware, Announcement Angel Morales 5/13/26 Hardware, Announcement Angel Morales 5/13/26 Micron Pushes AI Server Memory Forward With 256 GB DDR5 RDIMMs at 9200 MT/s Read More
AI, Hardware Angel Morales 5/13/26 AI, Hardware Angel Morales 5/13/26 NVIDIA Looks to Space as AI Data Center Pressure Grows on Earth, but Orbital Compute Is Still a Long Game Read More
Semiconductor, AI, Hardware Angel Morales 5/11/26 Semiconductor, AI, Hardware Angel Morales 5/11/26 Silicon Motion CEO Warns DRAM and SSD Shortages Could Stretch Into 2028 as AI Demand Keeps Tightening Supply Read More
AI, Hardware Angel Morales 5/11/26 AI, Hardware Angel Morales 5/11/26 Goldman Sachs Sees Agentic AI Driving a Massive Token Boom, but Warns Bad Data Could Undercut the Payoff Read More
AI, Semiconductor, Hardware Angel Morales 5/8/26 AI, Semiconductor, Hardware Angel Morales 5/8/26 NVIDIA and Corning Expand US Optical Manufacturing for AI With 10x Capacity Target and 3,000 New Jobs Read More
Semiconductor, Hardware, Technology Angel Morales 5/7/26 Semiconductor, Hardware, Technology Angel Morales 5/7/26 PCI-SIG Pushes PCIe 8.0 Toward 1 TB/s by 2028, Targeting the Bandwidth Wall Facing AI and Data Center Infrastructure Read More
AI, Hardware Angel Morales 5/7/26 AI, Hardware Angel Morales 5/7/26 Rambus Unveils PCIe 7.0 Switch IP With Time Division Multiplexing to Tackle AI Data Bottlenecks Read More
