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Huawei Says Atlas SuperPoD 950 Will Challenge NVIDIA Vera Rubin and It Is Set for Its First Public Debut at MWC
AI, Hardware Angel Morales 3/2/26 AI, Hardware Angel Morales 3/2/26

Huawei Says Atlas SuperPoD 950 Will Challenge NVIDIA Vera Rubin and It Is Set for Its First Public Debut at MWC

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NVIDIA Reportedly Reaches 19% of TSMC Revenue in 2025 as AI Demand Reshapes the Foundry Power Map
AI, Semiconductor, Hardware Angel Morales 3/2/26 AI, Semiconductor, Hardware Angel Morales 3/2/26

NVIDIA Reportedly Reaches 19% of TSMC Revenue in 2025 as AI Demand Reshapes the Foundry Power Map

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Micron Confirms 24Gb GDDR7 Modules With 36 Gbps Speeds For Next Wave Discrete GPUs
AI, Semiconductor, Hardware Angel Morales 2/26/26 AI, Semiconductor, Hardware Angel Morales 2/26/26

Micron Confirms 24Gb GDDR7 Modules With 36 Gbps Speeds For Next Wave Discrete GPUs

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NVIDIA Feynman Rumors Point to a GTC 2026 Debut and a Potential First Step Toward Groq LPU Adoption
Semiconductor, AI, Hardware Angel Morales 2/26/26 Semiconductor, AI, Hardware Angel Morales 2/26/26

NVIDIA Feynman Rumors Point to a GTC 2026 Debut and a Potential First Step Toward Groq LPU Adoption

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Intel Misses Another AI Opportunity With SambaNova as Acquisition Talks Cool Off, Settling for Xeon CPU Collaboration Instead
AI, Semiconductor, Hardware Angel Morales 2/25/26 AI, Semiconductor, Hardware Angel Morales 2/25/26

Intel Misses Another AI Opportunity With SambaNova as Acquisition Talks Cool Off, Settling for Xeon CPU Collaboration Instead

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AMD Deepens Meta Partnership With 6 Gigawatt AI Deployment and a Performance Based Warrant That Could Hand Over Up to 160M Shares
AI, Business Angel Morales 2/25/26 AI, Business Angel Morales 2/25/26

AMD Deepens Meta Partnership With 6 Gigawatt AI Deployment and a Performance Based Warrant That Could Hand Over Up to 160M Shares

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Taalas Claims 10x Higher TPS on Meta Llama 3.1 8B With 20x Lower Production Cost Using Model Specific ASIC Silicon
AI, Hardware Angel Morales 2/23/26 AI, Hardware Angel Morales 2/23/26

Taalas Claims 10x Higher TPS on Meta Llama 3.1 8B With 20x Lower Production Cost Using Model Specific ASIC Silicon

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NVIDIA Expected to Commit Around 30 Billion Dollars to OpenAI Funding Round, Far Below the Up to 100 Billion Figure Many Assumed
AI, Business Angel Morales 2/23/26 AI, Business Angel Morales 2/23/26

NVIDIA Expected to Commit Around 30 Billion Dollars to OpenAI Funding Round, Far Below the Up to 100 Billion Figure Many Assumed

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NVIDIA Says GeForce RTX and DGX Spark Users Can Run OpenClaw Locally With Faster AI Performance
AI, Hardware Angel Morales 2/21/26 AI, Hardware Angel Morales 2/21/26

NVIDIA Says GeForce RTX and DGX Spark Users Can Run OpenClaw Locally With Faster AI Performance

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NVIDIA Says Blackwell Cuts AI Cost Per Token by Up to 10x Versus Hopper, Spotlighting GB200 NVL72 and MoE Parallelism
AI, Hardware Angel Morales 2/14/26 AI, Hardware Angel Morales 2/14/26

NVIDIA Says Blackwell Cuts AI Cost Per Token by Up to 10x Versus Hopper, Spotlighting GB200 NVL72 and MoE Parallelism

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NVIDIA RTX 6000D 84 GB PCB Leak Shows 28x 3 GB GDDR7 Layout and 448 Bit Memory Bus
AI, Hardware Angel Morales 2/13/26 AI, Hardware Angel Morales 2/13/26

NVIDIA RTX 6000D 84 GB PCB Leak Shows 28x 3 GB GDDR7 Layout and 448 Bit Memory Bus

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Micron Faces HBM4 Validation Headwinds, Opening a Clear Lane for Samsung to Regain Share in the Rubin and MI400 Era
Semiconductor, AI, Hardware Angel Morales 2/10/26 Semiconductor, AI, Hardware Angel Morales 2/10/26

Micron Faces HBM4 Validation Headwinds, Opening a Clear Lane for Samsung to Regain Share in the Rubin and MI400 Era

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Jensen Huang’s Fried Chicken Diplomacy Highlights How NVIDIA Is Locking Down HBM4 and SOCAMM Supply
AI, Hardware, Business Angel Morales 2/10/26 AI, Hardware, Business Angel Morales 2/10/26

Jensen Huang’s Fried Chicken Diplomacy Highlights How NVIDIA Is Locking Down HBM4 and SOCAMM Supply

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Jensen Huang Calls Big Tech AI CapEx Surge Sustainable, Rejects Overspending Narrative
AI, Hardware Angel Morales 2/9/26 AI, Hardware Angel Morales 2/9/26

Jensen Huang Calls Big Tech AI CapEx Surge Sustainable, Rejects Overspending Narrative

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Google’s Project Genie Shows Meaningful Progress in Content Generation, But It Can’t Replace Creative Vision, Says Analyst
AI, Gaming Angel Morales 2/5/26 AI, Gaming Angel Morales 2/5/26

Google’s Project Genie Shows Meaningful Progress in Content Generation, But It Can’t Replace Creative Vision, Says Analyst

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Google Project Genie Triggers Investor Whiplash as Game Stocks Slide on AI Only Development Fears
AI, Gaming Angel Morales 2/2/26 AI, Gaming Angel Morales 2/2/26

Google Project Genie Triggers Investor Whiplash as Game Stocks Slide on AI Only Development Fears

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NVIDIA CEO Privately Questions OpenAI Discipline as $100 billion Megadeal Reportedly Stalls
AI, Business Angel Morales 2/2/26 AI, Business Angel Morales 2/2/26

NVIDIA CEO Privately Questions OpenAI Discipline as $100 billion Megadeal Reportedly Stalls

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DeepSeek, ByteDance, Alibaba and Tencent Among the First to Receive New China Compliant NVIDIA H200 AI Chips
AI, Hardware Angel Morales 2/2/26 AI, Hardware Angel Morales 2/2/26

DeepSeek, ByteDance, Alibaba and Tencent Among the First to Receive New China Compliant NVIDIA H200 AI Chips

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SOCAMM Memory Standard May Expand Beyond NVIDIA as AMD and Qualcomm Explore Adoption for Next Gen AI Racks
AI, Hardware Angel Morales 1/29/26 AI, Hardware Angel Morales 1/29/26

SOCAMM Memory Standard May Expand Beyond NVIDIA as AMD and Qualcomm Explore Adoption for Next Gen AI Racks

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SK hynix Plans U.S. Based AI Solutions Arm Called AI Company to Expand Beyond Memory Into the AI Data Center Stack
AI, Hardware Angel Morales 1/29/26 AI, Hardware Angel Morales 1/29/26

SK hynix Plans U.S. Based AI Solutions Arm Called AI Company to Expand Beyond Memory Into the AI Data Center Stack

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