AI, Hardware Angel Morales 5/11/26 AI, Hardware Angel Morales 5/11/26 NVIDIA’s Vera Rubin Timeline Looks Intact as July Customer Shipments and 2H 2026 Partner Availability Stay on Track Read More Semiconductor, Hardware, AI Angel Morales 5/8/26 Semiconductor, Hardware, AI Angel Morales 5/8/26 Arm Sees Agentic AI Demand Surge as AGI CPU Customer Orders Top 2 Billion Dollars by Fiscal 2028 Read More Semiconductor, Hardware Angel Morales 5/4/26 Semiconductor, Hardware Angel Morales 5/4/26 Memory Prices May Not Fall Even as Supply Pressure Eases, Korean Research Note Warns Hyperscalers Are Locking In for the Long Haul Read More AI, Hardware Angel Morales 4/10/26 AI, Hardware Angel Morales 4/10/26 Dell CEO Warns AI Memory Demand Could Reach “Unimaginable” Levels by 2028 as Supply Constraints Continue to Tighten 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 Hardware Angel Morales 3/16/26 Hardware Angel Morales 3/16/26 Intel Warns CPU Shortage Is Hitting “Everyone” as Supply Tightens Across Consumer and Enterprise Markets Read More Semiconductor, Hardware Angel Morales 3/13/26 Semiconductor, Hardware Angel Morales 3/13/26 Memory Shortages Could Last Into H2 2027 as AI Demand Keeps Tightening DRAM Supply Read More Hardware Angel Morales 2/4/26 Hardware Angel Morales 2/4/26 DRAM Prices Could Nearly Double in Q1 2026 as Hyperscalers Lock in Server Allocations and Suppliers Push Aggressive Contract Hikes Read More 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 Read More 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 Read More Hardware Angel Morales 1/15/26 Hardware Angel Morales 1/15/26 AMD & Intel Are Reportedly Considering to Raise Server CPU Prices by Up to 15% Read More AI, Hardware, CES 2026 Angel Morales 1/6/26 AI, Hardware, CES 2026 Angel Morales 1/6/26 NVIDIA Says Rubin Is In Full Production In Q1 2026 After 3 Years Of Development Read More AI, Hardware Angel Morales 12/23/25 AI, Hardware Angel Morales 12/23/25 NVIDIA GB300 Blackwell Ultra AI Servers Reportedly See Major Yield Gains After Design Choices, Setting Up a Big 2026 Ramp Read More
AI, Hardware Angel Morales 5/11/26 AI, Hardware Angel Morales 5/11/26 NVIDIA’s Vera Rubin Timeline Looks Intact as July Customer Shipments and 2H 2026 Partner Availability Stay on Track Read More
Semiconductor, Hardware, AI Angel Morales 5/8/26 Semiconductor, Hardware, AI Angel Morales 5/8/26 Arm Sees Agentic AI Demand Surge as AGI CPU Customer Orders Top 2 Billion Dollars by Fiscal 2028 Read More
Semiconductor, Hardware Angel Morales 5/4/26 Semiconductor, Hardware Angel Morales 5/4/26 Memory Prices May Not Fall Even as Supply Pressure Eases, Korean Research Note Warns Hyperscalers Are Locking In for the Long Haul Read More
AI, Hardware Angel Morales 4/10/26 AI, Hardware Angel Morales 4/10/26 Dell CEO Warns AI Memory Demand Could Reach “Unimaginable” Levels by 2028 as Supply Constraints Continue to Tighten 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
Hardware Angel Morales 3/16/26 Hardware Angel Morales 3/16/26 Intel Warns CPU Shortage Is Hitting “Everyone” as Supply Tightens Across Consumer and Enterprise Markets Read More
Semiconductor, Hardware Angel Morales 3/13/26 Semiconductor, Hardware Angel Morales 3/13/26 Memory Shortages Could Last Into H2 2027 as AI Demand Keeps Tightening DRAM Supply Read More
Hardware Angel Morales 2/4/26 Hardware Angel Morales 2/4/26 DRAM Prices Could Nearly Double in Q1 2026 as Hyperscalers Lock in Server Allocations and Suppliers Push Aggressive Contract Hikes Read More
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 Read More
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 Read More
Hardware Angel Morales 1/15/26 Hardware Angel Morales 1/15/26 AMD & Intel Are Reportedly Considering to Raise Server CPU Prices by Up to 15% Read More
AI, Hardware, CES 2026 Angel Morales 1/6/26 AI, Hardware, CES 2026 Angel Morales 1/6/26 NVIDIA Says Rubin Is In Full Production In Q1 2026 After 3 Years Of Development Read More
AI, Hardware Angel Morales 12/23/25 AI, Hardware Angel Morales 12/23/25 NVIDIA GB300 Blackwell Ultra AI Servers Reportedly See Major Yield Gains After Design Choices, Setting Up a Big 2026 Ramp Read More
