Arm stops hinting and starts shipping
Launches first production silicon CPU for AI data centers.
Supply, the growth limiter, not circular investment
Supply chain management is as important today as design.
Nvidia is (re)-proving the Jevons paradox
The more you buy, the more you save.
AMD and Samsung partnership on AI memory
Can’t be too rich, too thin, or have too much memory.
Nvidia’s Groq tie-in
Why Nvidia keeps making smart decisions.
Nvidia GTC 2026 keynote
The AI leader shows how it will continue to lead.
Meta’s AI chips epitomize hybrid hyperscalers
MTIA targets inference at scale agnostically.
Begging for chips
Supply chain takes the lead in importance.
Nvidia Nemotron 3 Super
Solving the agentic AI efficiency problem.
Happy birthday, GeForce 3
25 years old and it can still run ‘Doom.’
Nvidia results for fourth-quarter and Fiscal 2026
Another record-breaking quarter.
An AI processor by any other name
Flux, no, Olix, raises $220 million for AI processor development.