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 AI, Hardware Angel Morales 8/25/26 AI, Hardware Angel Morales 8/25/26 NVIDIA Groq 3 LPX Enters Full Production With 3,400 Tokens Per Second on Vera Rubin Read More AI, Hardware, Semiconductor Angel Morales 8/25/26 AI, Hardware, Semiconductor Angel Morales 8/25/26 NVIDIA Vera Rubin and Blackwell Server Prices Could Rise 17% as Memory Costs Surge Read More AI, Hardware, Semiconductor Angel Morales 8/11/26 AI, Hardware, Semiconductor Angel Morales 8/11/26 NVIDIA Vera Rubin Packs 74.7 TB of DRAM as AI Memory Costs Surge Read More AI, Semiconductor, Hardware Angel Morales 7/27/26 AI, Semiconductor, Hardware Angel Morales 7/27/26 NVIDIA and SK Group Seal $500 Billion AI Pact Before Jensen Huang Asks for One More Beer Read More AI, Business Angel Morales 7/21/26 AI, Business Angel Morales 7/21/26 Jensen Huang Wins Over Japan With Local Charm and a 27,500 GPU AI Deal Read More AI, Hardware Angel Morales 7/20/26 AI, Hardware Angel Morales 7/20/26 Jensen Huang Rejects Vera Rubin Delay Claims as Japan Unveils 27,500 GPU AI Factory Read More AI, Hardware Angel Morales 6/18/26 AI, Hardware Angel Morales 6/18/26 CoreWeave And Oracle Begin NVIDIA Vera Rubin NVL72 Validation As Agentic AI Enters Its Next Hardware Era Read More AI, Semiconductor, Hardware Angel Morales 6/18/26 AI, Semiconductor, Hardware Angel Morales 6/18/26 Coherent’s Texas Expansion Powers NVIDIA’s Optical AI Data Center Push Read More AI, Hardware Angel Morales 6/16/26 AI, Hardware Angel Morales 6/16/26 NVIDIA And Google Reportedly Push 800V DC Power As AI Datacenters Hit Grid Limits Read More AI, Hardware Angel Morales 6/15/26 AI, Hardware Angel Morales 6/15/26 NVIDIA GB300 Posts 20x Agentic AI Lead Over H200 In New AA AgentPerf Benchmark 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 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, AI, Hardware Angel Morales 4/21/26 Semiconductor, AI, Hardware Angel Morales 4/21/26 SK hynix Begins Mass Production of 192GB SOCAMM2 for NVIDIA Vera Rubin and Next Generation AI Data Centers Read More Semiconductor, Hardware, GTC 2026 Angel Morales 3/17/26 Semiconductor, Hardware, GTC 2026 Angel Morales 3/17/26 Micron Starts High Volume Production of HBM4, PCIe Gen6 SSDs and SOCAMM2 for NVIDIA Vera Rubin Read More AI, Hardware, GTC 2026 Angel Morales 3/17/26 AI, Hardware, GTC 2026 Angel Morales 3/17/26 NVIDIA Vera Rubin Unveils a New AI Data Center Blueprint With 288 GB HBM4, 22 TB/s Bandwidth and 50 PFLOPs Per GPU Read More AI, Hardware, GTC 2026 Angel Morales 3/17/26 AI, Hardware, GTC 2026 Angel Morales 3/17/26 NVIDIA Adds Groq 3 LPX to Vera Rubin to Push Harder Into Low Latency AI Inference Read More AI, Hardware, Semiconductor Angel Morales 3/6/26 AI, Hardware, Semiconductor Angel Morales 3/6/26 NVIDIA Reportedly Shifts H200 Production Away From China and Toward Vera Rubin Read More Semiconductor Angel Morales 2/14/26 Semiconductor Angel Morales 2/14/26 Samsung HBM4 Enters the Vera Rubin Era as Commercial Shipments Hit 11.7 Gbps and Target 13.0 Gbps Headroom Read More Hardware, Semiconductor Angel Morales 1/27/26 Hardware, Semiconductor Angel Morales 1/27/26 Samsung Reportedly Clears HBM4 Verification and Lines Up Early Placement in NVIDIA Vera Rubin, With Supply Timing as Soon as June Read More Older Posts
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
AI, Hardware Angel Morales 8/25/26 AI, Hardware Angel Morales 8/25/26 NVIDIA Groq 3 LPX Enters Full Production With 3,400 Tokens Per Second on Vera Rubin Read More
AI, Hardware, Semiconductor Angel Morales 8/25/26 AI, Hardware, Semiconductor Angel Morales 8/25/26 NVIDIA Vera Rubin and Blackwell Server Prices Could Rise 17% as Memory Costs Surge Read More
AI, Hardware, Semiconductor Angel Morales 8/11/26 AI, Hardware, Semiconductor Angel Morales 8/11/26 NVIDIA Vera Rubin Packs 74.7 TB of DRAM as AI Memory Costs Surge Read More
AI, Semiconductor, Hardware Angel Morales 7/27/26 AI, Semiconductor, Hardware Angel Morales 7/27/26 NVIDIA and SK Group Seal $500 Billion AI Pact Before Jensen Huang Asks for One More Beer Read More
AI, Business Angel Morales 7/21/26 AI, Business Angel Morales 7/21/26 Jensen Huang Wins Over Japan With Local Charm and a 27,500 GPU AI Deal Read More
AI, Hardware Angel Morales 7/20/26 AI, Hardware Angel Morales 7/20/26 Jensen Huang Rejects Vera Rubin Delay Claims as Japan Unveils 27,500 GPU AI Factory Read More
AI, Hardware Angel Morales 6/18/26 AI, Hardware Angel Morales 6/18/26 CoreWeave And Oracle Begin NVIDIA Vera Rubin NVL72 Validation As Agentic AI Enters Its Next Hardware Era Read More
AI, Semiconductor, Hardware Angel Morales 6/18/26 AI, Semiconductor, Hardware Angel Morales 6/18/26 Coherent’s Texas Expansion Powers NVIDIA’s Optical AI Data Center Push Read More
AI, Hardware Angel Morales 6/16/26 AI, Hardware Angel Morales 6/16/26 NVIDIA And Google Reportedly Push 800V DC Power As AI Datacenters Hit Grid Limits Read More
AI, Hardware Angel Morales 6/15/26 AI, Hardware Angel Morales 6/15/26 NVIDIA GB300 Posts 20x Agentic AI Lead Over H200 In New AA AgentPerf Benchmark 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
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, AI, Hardware Angel Morales 4/21/26 Semiconductor, AI, Hardware Angel Morales 4/21/26 SK hynix Begins Mass Production of 192GB SOCAMM2 for NVIDIA Vera Rubin and Next Generation AI Data Centers Read More
Semiconductor, Hardware, GTC 2026 Angel Morales 3/17/26 Semiconductor, Hardware, GTC 2026 Angel Morales 3/17/26 Micron Starts High Volume Production of HBM4, PCIe Gen6 SSDs and SOCAMM2 for NVIDIA Vera Rubin Read More
AI, Hardware, GTC 2026 Angel Morales 3/17/26 AI, Hardware, GTC 2026 Angel Morales 3/17/26 NVIDIA Vera Rubin Unveils a New AI Data Center Blueprint With 288 GB HBM4, 22 TB/s Bandwidth and 50 PFLOPs Per GPU Read More
AI, Hardware, GTC 2026 Angel Morales 3/17/26 AI, Hardware, GTC 2026 Angel Morales 3/17/26 NVIDIA Adds Groq 3 LPX to Vera Rubin to Push Harder Into Low Latency AI Inference Read More
AI, Hardware, Semiconductor Angel Morales 3/6/26 AI, Hardware, Semiconductor Angel Morales 3/6/26 NVIDIA Reportedly Shifts H200 Production Away From China and Toward Vera Rubin Read More
Semiconductor Angel Morales 2/14/26 Semiconductor Angel Morales 2/14/26 Samsung HBM4 Enters the Vera Rubin Era as Commercial Shipments Hit 11.7 Gbps and Target 13.0 Gbps Headroom Read More
Hardware, Semiconductor Angel Morales 1/27/26 Hardware, Semiconductor Angel Morales 1/27/26 Samsung Reportedly Clears HBM4 Verification and Lines Up Early Placement in NVIDIA Vera Rubin, With Supply Timing as Soon as June Read More
