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All posts related to the industry in general.
Intel’s 288-Core Clearwater Forest Xeon 6+ Lands on 18A, Claiming 30% Performance & 50% Efficiency Lead Over AMD’s 192-Core EPYC
NVIDIA Vera Rubin Enters Full Production, Ready To Bring The Full Force of NVIDIA’s AI Might To Agentic AI Factories
Intel Foundry’s Rio Rancho Facility To Become Its Crown Jewel In Production of Next-Gen Glass Substrates
AMD’s Next-Gen Zen 7 “Grimlock” CPUs To Utilize TSMC 1.4nm Process Tech & FOPLP Packaging, Launching in 2028
NVIDIA’s Jensen Huang & AMD’s Lisa Su Touch Down in Taipei as Computex Showdown Looms, Showcasing Next-Gen Technologies
Intel Xeon 6+ “Clearwater Forest” Enters Mass Production on 18A With 288 Darkmont E-Cores, & 576 MB Cache
AMD’s EPYC Venice Becomes Industry’s First 2nm HPC CPU To Achieve Volume Ramp As It Races Towards Agentic AI Leadership
AMD Invests $10 Billion In Taiwan as Helios AI Racks With Venice EPYC & MI450X Head Toward Multi-Gigawatt Deployments
NVIDIA’s Vera Rubin Rack Hit With 435% Memory Price Surge, Pushing HBM4 & LPDDR5X Bill to $2M of $7.8M Total
NVIDIA To Become The Worlds Leading CPU Supplier With Vera Hitting $20 Billion Revenue This Year
NVIDIA Confirms Vera Rubin Launch In Q3 With Volume Ramp by Q4, As Blackwell Continues To See Massive Demand
Intel CEO Lip-Bu Tan Threatens to Fire Anyone Whose Chip Exceeds B0 Stepping, as 14A’s ‘Holy Grail’ PDK 0.9 Lands October 2026
Intel CEO Lip-Bu Tan Calls Foundry a “National Treasure” as External Customers Knock on His Door After 18A Yield Turnaround
NVIDIA Hand-Delivers First Vera CPUs to Anthropic, OpenAI, SpaceX and Oracle as Grace’s Successor Powers the Agentic AI Era
NVIDIA’s Rubin AI Platform Alone Will Devour More LPDDR Memory in 2027 Than Apple and Samsung Combined, Starving Smartphone Supply
Chinese Memory Makers Accelerate DDR5 Development, Reaching 8000 MT/s DRAM Speeds As They Near Samsung, SK Hynix & Micron Levels
Intel Returns To The F1 Racing Pits, Powering McLaren Racing As Its Official Compute Partner
NVIDIA To Claw Back Lost China Market With H200 Approval After US Curbs Crushed Its 95% Share Down To Nothing
AMD’s EPYC Steamrolls the Server Market With Record 46.2% Revenue Share, Now Commands 30% of the Entire CPU Segment
NVIDIA Drains Foxconn’s Entire CPO Rack Supply Ahead of Schedule, Forcing the Assembler to Skip Showcase at Computex This Year
NVIDIA Says Five-Year-Old GPUs Are Aging Like ‘Fine Wine,’ As Prices Climb Due To Growing AI Demand
NVIDIA’s CEO Jensen Huang Secretly Boards Air Force One for Trump’s China Visit, Defying Earlier Reports He’d Skip the Trip
NVIDIA Silently Builds an Orbital AI Empire With 5 Partners, Racing Elon Musk to Put Datacenters in Space
TSMC Joins Applied Materials at $5B Silicon Valley Hub to Crack the 3D Transistor Wall Slowing Down Advanced AI Chips
Korea’s DRAM & NAND Export Statistics Show Massive Bump In Prices Versus Last Month: SSD Prices Up 63%, Memory Up 29%, HBM Up 19%
Elon Musk and Tim Cook Join US President Trump’s China Trip This Week, Yet NVIDIA’s Jensen Wasn’t On The List
MSG Maker, Ajinomoto, To Raise Prices By 30% As ABF Substrate Supply-Demand Gap Extends To 2027 Due To AI Supercycle
Another Chinese DRAM Maker Breaks Into DDR5 Memory, Mass Producing 64GB RDIMMs as Samsung and SK Hynix Run Dry
Silicon Motion CEO Warns Memory & SSD Shortages Will Drag Into 2028 as AI Firms Lock Up Supply Through Long-Term Contracts
Intel’s Lip-Bu Tan Teases “Exciting New Products” With NVIDIA as He Hoods Jensen Huang at Carnegie Mellon Doctorate Ceremony
200MW of US-UAE’s Jointly Planned 5GW AI Campus Is Coming Online Soon, Powered by 1000s of Next-Gen Chips
SK Hynix Buried Under Customer Cash Offers to Expand Memory Output, but Insider Warns Available Capacity Is ‘Essentially Zero’
AMD Finally Overtakes Intel in Q1 Data Center Revenue as Agentic AI Forces Hyperscalers to Hoard CPUs Over GPUs
Intel’s Comeback Had A Trump & Musk Factor, But CEO Lip-Bu Tan’s Biggest Oppurtunity Lies Ahead
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AMD EPYC Venice CPUs Stomp NVIDIA’s Vera With 20% Faster Single-Core & 2.2x Higher Throughput With Up to 256 “Zen 6” Cores, 203 Billion Transistors & Over 5 GHz+ Clocks
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