AI Chips & Compute - Page 3
AI accelerators, HBM/memory, packaging and fabs, Nvidia/Broadcom/TSMC supply, inference and AI-compute financing.
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Samsung’s $73 Billion AI Chip Gambit: Why Memory Is the New Oil
Samsung's $73 Billion AI Chip Gambit: Why Memory Is the New OilThe Korean giant's massive bet validates what tech investors have suspected all along: semiconductors aren't just...
Post-GTC: Who is Winning the AI Infrastructure War
Post-GTC: Who is Winning the AI Infrastructure War?NVIDIA GTC 2026 is over. The $1 trillion forecast is out. Meta fired 20% of its workforce. Here is who...
NVIDIA GTC 2026: The 1 Trillion Bet on AI Inference
NVIDIA GTC 2026: The $1 Trillion Bet on AI InferenceJensen Huang doubled NVIDIA's revenue forecast in four weeks. The message is clear: the AI race has shifted...
Who Wins If Teslas Terafab Succeeds? The Investment Playbook
Who Wins If Tesla's Terafab Succeeds? The Investment PlaybookTesla's Terafab launches March 21. If Elon Musk pulls off a $10 billion chip factory, the winners won't just...
NVIDIA GTC 2026 Preview: What Jensen Huang Will Announce Tomorrow
NVIDIA GTC 2026 Preview: What Jensen Huang Will Announce TomorrowNVIDIA's biggest event of the year kicks off Monday. With Tesla challenging their dominance and AI agents demanding...
Teslas Terafab: Elon Musks 10 Billion Bet on AI Chip Independence
Elon Just Declared War on NvidiaTesla's Terafab launches in 7 days. It's a $10 billion factory that could break Nvidia's chokehold on AI. Here's why the entire...
Meta’s Modular AI Chip Gambit: Why Everyone Is Building Their Own Silicon to Escape Nvidia
Meta just announced custom AI chips with a modular design that can be swapped and upgraded. It's the latest move in a massive trend: tech giants building...
The Stargate Collapse: Why Meta Is Winning the AI Infrastructure War
The $100 billion partnership between OpenAI and Oracle to build the Stargate data center has collapsed.Related: Rogue AI Agents: The Insider Risk No One Saw Coming —...
Nvidia’s New AI Chip Needs 288GB of RAM. Here’s Why That’s a Problem.
Nvidia Rubin requires 288GB of RAM — 800% more than a high-end PC. As AI chips demand exponentially more memory, two Korean companies control the supply. Here is what that means.
Nvidia’s Biggest Holders Are Quietly Selling. The Analysts Say Buy. Who’s Right?
A divergence is emerging in Nvidia's market. Institutional holders are trimming their positions — Candriam cut its stake by 7.2%, and Nvidia itself dumped its holdings in...
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