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 Semiconductor Angel Morales 5/5/26 Semiconductor Angel Morales 5/5/26 NVIDIA Reportedly Pulls Co Packaged Optics Forward to 2028 With Feynman, Accelerating a Key AI Interconnect Shift Read More AI, Hardware, Semiconductor Angel Morales 4/27/26 AI, Hardware, Semiconductor Angel Morales 4/27/26 Qualcomm’s Rumored Datacenter CPU Arrives at the Perfect Moment as Agentic AI Pushes CPU Demand Back Into Focus Read More Semiconductor, AI, Hardware Angel Morales 4/27/26 Semiconductor, AI, Hardware Angel Morales 4/27/26 Meta Adds Tens of Millions of AWS Graviton Cores as Agentic AI Becomes a Major CPU Story Read More AI, Hardware Angel Morales 4/22/26 AI, Hardware Angel Morales 4/22/26 Nscale Expands Its AI Datacenter Rollout With 30,000 More NVIDIA Vera Rubin GPUs, Taking the Total Beyond 130,000 Read More Semiconductor, Hardware Angel Morales 4/21/26 Semiconductor, Hardware Angel Morales 4/21/26 DRAM Makers Are Expanding, but Memory Supply Still May Not Catch Up for Years Read More AI, Hardware Angel Morales 4/17/26 AI, Hardware Angel Morales 4/17/26 NVIDIA Says AI Infrastructure Should Be Measured by Cost Per Token, Not FLOPS Per Dollar Read More Semiconductor, AI, Hardware Angel Morales 4/13/26 Semiconductor, AI, Hardware Angel Morales 4/13/26 Samsung’s Memory Surge Is Becoming One of the Defining Profit Stories of the AI Race Read More Semiconductor, Hardware Angel Morales 4/7/26 Semiconductor, Hardware Angel Morales 4/7/26 DRAM Contract Prices Keep Climbing, but NVIDIA Still Looks Better Positioned Than Most of the AI Market Read More Older Posts
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
Semiconductor Angel Morales 5/5/26 Semiconductor Angel Morales 5/5/26 NVIDIA Reportedly Pulls Co Packaged Optics Forward to 2028 With Feynman, Accelerating a Key AI Interconnect Shift Read More
AI, Hardware, Semiconductor Angel Morales 4/27/26 AI, Hardware, Semiconductor Angel Morales 4/27/26 Qualcomm’s Rumored Datacenter CPU Arrives at the Perfect Moment as Agentic AI Pushes CPU Demand Back Into Focus Read More
Semiconductor, AI, Hardware Angel Morales 4/27/26 Semiconductor, AI, Hardware Angel Morales 4/27/26 Meta Adds Tens of Millions of AWS Graviton Cores as Agentic AI Becomes a Major CPU Story Read More
AI, Hardware Angel Morales 4/22/26 AI, Hardware Angel Morales 4/22/26 Nscale Expands Its AI Datacenter Rollout With 30,000 More NVIDIA Vera Rubin GPUs, Taking the Total Beyond 130,000 Read More
Semiconductor, Hardware Angel Morales 4/21/26 Semiconductor, Hardware Angel Morales 4/21/26 DRAM Makers Are Expanding, but Memory Supply Still May Not Catch Up for Years Read More
AI, Hardware Angel Morales 4/17/26 AI, Hardware Angel Morales 4/17/26 NVIDIA Says AI Infrastructure Should Be Measured by Cost Per Token, Not FLOPS Per Dollar Read More
Semiconductor, AI, Hardware Angel Morales 4/13/26 Semiconductor, AI, Hardware Angel Morales 4/13/26 Samsung’s Memory Surge Is Becoming One of the Defining Profit Stories of the AI Race Read More
Semiconductor, Hardware Angel Morales 4/7/26 Semiconductor, Hardware Angel Morales 4/7/26 DRAM Contract Prices Keep Climbing, but NVIDIA Still Looks Better Positioned Than Most of the AI Market Read More
