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 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 AI, Semiconductor, Hardware Angel Morales 4/9/26 AI, Semiconductor, Hardware Angel Morales 4/9/26 Intel and SambaNova Push a New Inference Playbook as the Industry Moves Beyond GPU Only AI Infrastructure Read More AI, Semiconductor, Hardware Angel Morales 4/8/26 AI, Semiconductor, Hardware Angel Morales 4/8/26 China’s Semiconductor Leadership Calls for a Software Defined Chip Strategy to Reduce AI Dependence on NVIDIA CUDA Read More AI, News, Hardware Angel Morales 4/7/26 AI, News, Hardware Angel Morales 4/7/26 AMD Brings Day 0 Gemma 4 Support to Radeon, Instinct, and Ryzen AI Platforms Read More AI, Hardware Angel Morales 4/2/26 AI, Hardware Angel Morales 4/2/26 NVIDIA Claims Blackwell Ultra Leads MLPerf v6.0 as Extreme Co Design Delivers Big DeepSeek Gains Read More AI, Hardware Angel Morales 4/2/26 AI, Hardware Angel Morales 4/2/26 NVIDIA’s Rubin Ultra Reportedly Pulls Back From a Four Die Package to a Dual Die Approach as Supply Chain Reality Sets In Read More AI, Announcement, Hardware Angel Morales 4/1/26 AI, Announcement, Hardware Angel Morales 4/1/26 AMD Sets Advancing AI 2026 for July 22 to 23 as Lisa Su Returns to Lead the Company’s Flagship AI Showcase Read More AI, Hardware, Semiconductor Angel Morales 3/31/26 AI, Hardware, Semiconductor Angel Morales 3/31/26 Micron Reportedly Eyes Stacked GDDR Memory for AI, a Move That Could Put Even More Pressure on Gaming GPU Supply Read More AI, Hardware, Launch Angel Morales 3/30/26 AI, Hardware, Launch Angel Morales 3/30/26 GMKtec EVO T2 Officially Launches on March 30 With Panther Lake Power, 64GB LPDDR5X, and AI Focused Mini PC Design Read More AI, Hardware Angel Morales 3/30/26 AI, Hardware Angel Morales 3/30/26 ARM CEO Says New AGI CPU Will Not Alienate NVIDIA, but Could Put Fresh Pressure on Intel and AMD Read More Semiconductor, AI, Hardware Angel Morales 3/25/26 Semiconductor, AI, Hardware Angel Morales 3/25/26 Arm Launches Its First Ever Data Center Silicon With the AGI CPU, Marking a Historic Shift Beyond IP Licensing Read More AI, Semiconductor, News Angel Morales 3/23/26 AI, Semiconductor, News Angel Morales 3/23/26 Middle East Conflict Raises a Serious New Risk for Chips, but the Taiwan Power Collapse Scenario Is Still Not a Confirmed Outcome Read More AI, Hardware, News Angel Morales 3/23/26 AI, Hardware, News Angel Morales 3/23/26 Supermicro Faces US Smuggling Charges Over Alleged 2.5 Billion Dollar NVIDIA Server Diversion to China Read More AI, Hardware Angel Morales 3/20/26 AI, Hardware Angel Morales 3/20/26 NVIDIA’s Rubin CPX Disappears From the Roadmap as Groq LPUs Take Over Inference Duties, With a Possible Return in 2028 Read More AI, Hardware Angel Morales 3/19/26 AI, Hardware Angel Morales 3/19/26 NVIDIA Restarts H200 Production for China as Jensen Huang Confirms New Orders Are In Read More AI, Hardware, GTC 2026 Angel Morales 3/17/26 AI, Hardware, GTC 2026 Angel Morales 3/17/26 NVIDIA RTX PRO 4500 Blackwell Server Edition Debuts With 10,496 Cores, 32 GB GDDR7 and a Single Slot Design Read More Semiconductor, AI, Hardware, GTC 2026 Angel Morales 3/17/26 Semiconductor, AI, Hardware, GTC 2026 Angel Morales 3/17/26 Samsung Unveils HBM4E With Up to 4 TB/s Bandwidth Per Stack, While HBM4 Enters Mass Production 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 Refreshes DGX Station With the GB300 Blackwell Ultra Desktop Superchip, Bringing Up to 748 GB of Coherent Memory and 20 PFLOPs of AI Compute Read More AI, Hardware, GTC 2026 Angel Morales 3/17/26 AI, Hardware, GTC 2026 Angel Morales 3/17/26 NVIDIA Feynman Roadmap Points to 3D Stacked Design, Custom HBM and a New Rosa CPU for 2028 Read More Newer Posts Older Posts
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
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
AI, Semiconductor, Hardware Angel Morales 4/9/26 AI, Semiconductor, Hardware Angel Morales 4/9/26 Intel and SambaNova Push a New Inference Playbook as the Industry Moves Beyond GPU Only AI Infrastructure Read More
AI, Semiconductor, Hardware Angel Morales 4/8/26 AI, Semiconductor, Hardware Angel Morales 4/8/26 China’s Semiconductor Leadership Calls for a Software Defined Chip Strategy to Reduce AI Dependence on NVIDIA CUDA Read More
AI, News, Hardware Angel Morales 4/7/26 AI, News, Hardware Angel Morales 4/7/26 AMD Brings Day 0 Gemma 4 Support to Radeon, Instinct, and Ryzen AI Platforms Read More
AI, Hardware Angel Morales 4/2/26 AI, Hardware Angel Morales 4/2/26 NVIDIA Claims Blackwell Ultra Leads MLPerf v6.0 as Extreme Co Design Delivers Big DeepSeek Gains Read More
AI, Hardware Angel Morales 4/2/26 AI, Hardware Angel Morales 4/2/26 NVIDIA’s Rubin Ultra Reportedly Pulls Back From a Four Die Package to a Dual Die Approach as Supply Chain Reality Sets In Read More
AI, Announcement, Hardware Angel Morales 4/1/26 AI, Announcement, Hardware Angel Morales 4/1/26 AMD Sets Advancing AI 2026 for July 22 to 23 as Lisa Su Returns to Lead the Company’s Flagship AI Showcase Read More
AI, Hardware, Semiconductor Angel Morales 3/31/26 AI, Hardware, Semiconductor Angel Morales 3/31/26 Micron Reportedly Eyes Stacked GDDR Memory for AI, a Move That Could Put Even More Pressure on Gaming GPU Supply Read More
AI, Hardware, Launch Angel Morales 3/30/26 AI, Hardware, Launch Angel Morales 3/30/26 GMKtec EVO T2 Officially Launches on March 30 With Panther Lake Power, 64GB LPDDR5X, and AI Focused Mini PC Design Read More
AI, Hardware Angel Morales 3/30/26 AI, Hardware Angel Morales 3/30/26 ARM CEO Says New AGI CPU Will Not Alienate NVIDIA, but Could Put Fresh Pressure on Intel and AMD Read More
Semiconductor, AI, Hardware Angel Morales 3/25/26 Semiconductor, AI, Hardware Angel Morales 3/25/26 Arm Launches Its First Ever Data Center Silicon With the AGI CPU, Marking a Historic Shift Beyond IP Licensing Read More
AI, Semiconductor, News Angel Morales 3/23/26 AI, Semiconductor, News Angel Morales 3/23/26 Middle East Conflict Raises a Serious New Risk for Chips, but the Taiwan Power Collapse Scenario Is Still Not a Confirmed Outcome Read More
AI, Hardware, News Angel Morales 3/23/26 AI, Hardware, News Angel Morales 3/23/26 Supermicro Faces US Smuggling Charges Over Alleged 2.5 Billion Dollar NVIDIA Server Diversion to China Read More
AI, Hardware Angel Morales 3/20/26 AI, Hardware Angel Morales 3/20/26 NVIDIA’s Rubin CPX Disappears From the Roadmap as Groq LPUs Take Over Inference Duties, With a Possible Return in 2028 Read More
AI, Hardware Angel Morales 3/19/26 AI, Hardware Angel Morales 3/19/26 NVIDIA Restarts H200 Production for China as Jensen Huang Confirms New Orders Are In Read More
AI, Hardware, GTC 2026 Angel Morales 3/17/26 AI, Hardware, GTC 2026 Angel Morales 3/17/26 NVIDIA RTX PRO 4500 Blackwell Server Edition Debuts With 10,496 Cores, 32 GB GDDR7 and a Single Slot Design Read More
Semiconductor, AI, Hardware, GTC 2026 Angel Morales 3/17/26 Semiconductor, AI, Hardware, GTC 2026 Angel Morales 3/17/26 Samsung Unveils HBM4E With Up to 4 TB/s Bandwidth Per Stack, While HBM4 Enters Mass Production 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 Refreshes DGX Station With the GB300 Blackwell Ultra Desktop Superchip, Bringing Up to 748 GB of Coherent Memory and 20 PFLOPs of AI Compute Read More
AI, Hardware, GTC 2026 Angel Morales 3/17/26 AI, Hardware, GTC 2026 Angel Morales 3/17/26 NVIDIA Feynman Roadmap Points to 3D Stacked Design, Custom HBM and a New Rosa CPU for 2028 Read More
