The Mag 7 borrows its future
Seven balance sheets, one AI bill.
JPR’s Q2’26 AIP Quarterly Update report cited
Report findings form basis of story in industry publication.
Why SRAM chips are AI’s favorite
We’re seeing a new class of chip based on SRAM.
If AMD and Nvidia can sell chips to China, will it be profitable?
A 25% cost-of-goods hit comes out of the gross margin.
Just say no to Huawei Ascend
Ascend chips are likely in breach of existing export rules.
Nvidia’s rumored Chinese server chip
A collection of so-called reports.