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Google’s Frozen V2 Could Drop CoWoS by Baking Gemini Architecture Into Silicon
AI, Hardware, Semiconductor Angel Morales 7/29/26 AI, Hardware, Semiconductor Angel Morales 7/29/26

Google’s Frozen V2 Could Drop CoWoS by Baking Gemini Architecture Into Silicon

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NVIDIA’s First GB300 Wafers Emerge From TSMC Arizona but CoWoS Packaging Remains in Taiwan
Semiconductor, Hardware, AI Angel Morales 7/28/26 Semiconductor, Hardware, AI Angel Morales 7/28/26

NVIDIA’s First GB300 Wafers Emerge From TSMC Arizona but CoWoS Packaging Remains in Taiwan

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Singapore Startup Acrab Claims Gelix 1 Beats M4 Pro in AI Prefill
AI, Hardware Angel Morales 7/28/26 AI, Hardware Angel Morales 7/28/26

Singapore Startup Acrab Claims Gelix 1 Beats M4 Pro in AI Prefill

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NVIDIA and SK Group Seal $500 Billion AI Pact Before Jensen Huang Asks for One More Beer
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

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DeepSeek Founder Says NVIDIA Is Digging Its Own Grave as Huawei Narrows AI Compute Gap
AI, Hardware Angel Morales 7/24/26 AI, Hardware Angel Morales 7/24/26

DeepSeek Founder Says NVIDIA Is Digging Its Own Grave as Huawei Narrows AI Compute Gap

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Intel and AMD Reportedly Lock In Year Long CPU Deals With Chinese AI Data Centers
AI, Hardware Angel Morales 7/24/26 AI, Hardware Angel Morales 7/24/26

Intel and AMD Reportedly Lock In Year Long CPU Deals With Chinese AI Data Centers

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Watch the AMD Advancing AI 2026 Keynote Replay
AI, Hardware Angel Morales 7/24/26 AI, Hardware Angel Morales 7/24/26

Watch the AMD Advancing AI 2026 Keynote Replay

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White House Alleges Moonshot Used Claude Fable and NVIDIA GB300 Systems to Build Kimi K3
AI, Business Angel Morales 7/23/26 AI, Business Angel Morales 7/23/26

White House Alleges Moonshot Used Claude Fable and NVIDIA GB300 Systems to Build Kimi K3

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AMD Secures Anthropic for 2 GW MI450 Deployment and Plans US$5 Billion Investment
AI, Business Angel Morales 7/23/26 AI, Business Angel Morales 7/23/26

AMD Secures Anthropic for 2 GW MI450 Deployment and Plans US$5 Billion Investment

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AMD EPYC Venice Revealed With 256 Zen 6 Cores and Twin I/O Dies
AI, Hardware Angel Morales 7/23/26 AI, Hardware Angel Morales 7/23/26

AMD EPYC Venice Revealed With 256 Zen 6 Cores and Twin I/O Dies

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Jensen Huang Says Kimi K3 Will Drive More AI Compute Demand, Not Less
AI, Industry Angel Morales 7/23/26 AI, Industry Angel Morales 7/23/26

Jensen Huang Says Kimi K3 Will Drive More AI Compute Demand, Not Less

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AMD Helios Could Cost 40% More Than NVIDIA Vera Rubin
AI, Hardware Angel Morales 7/22/26 AI, Hardware Angel Morales 7/22/26

AMD Helios Could Cost 40% More Than NVIDIA Vera Rubin

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Jensen Huang Wins Over Japan With Local Charm and a 27,500 GPU AI Deal
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

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NVIDIA Synthetic Video Detector Flags AI Generated Footage With Up to 92% Accuracy
AI, Hardware, Siggraph Angel Morales 7/21/26 AI, Hardware, Siggraph Angel Morales 7/21/26

NVIDIA Synthetic Video Detector Flags AI Generated Footage With Up to 92% Accuracy

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NVIDIA Brings Local AI Agents to DGX Station With Nemotron 3 Ultra and Omniverse
AI, Software, Hardware, Siggraph Angel Morales 7/21/26 AI, Software, Hardware, Siggraph Angel Morales 7/21/26

NVIDIA Brings Local AI Agents to DGX Station With Nemotron 3 Ultra and Omniverse

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Samsung Reportedly Starts V10 NAND Supply for NVIDIA CMX
AI, Hardware, Semiconductor Angel Morales 7/21/26 AI, Hardware, Semiconductor Angel Morales 7/21/26

Samsung Reportedly Starts V10 NAND Supply for NVIDIA CMX

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NVIDIA RTX Spark Receives First Native Windows on Arm Drivers Ahead of Fall Launch
AI, Hardware Angel Morales 7/21/26 AI, Hardware Angel Morales 7/21/26

NVIDIA RTX Spark Receives First Native Windows on Arm Drivers Ahead of Fall Launch

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Kimi K3 Designs AI Chip in 48 Hours as Moonshot Launches 2.8 Trillion Parameter Model
AI, Hardware Angel Morales 7/20/26 AI, Hardware Angel Morales 7/20/26

Kimi K3 Designs AI Chip in 48 Hours as Moonshot Launches 2.8 Trillion Parameter Model

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Jensen Huang Rejects Vera Rubin Delay Claims as Japan Unveils 27,500 GPU AI Factory
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

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TSMC Raises US Investment to $265 Billion With Four More Arizona Facilities
AI, Semiconductor, Industry Angel Morales 7/17/26 AI, Semiconductor, Industry Angel Morales 7/17/26

TSMC Raises US Investment to $265 Billion With Four More Arizona Facilities

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