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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...

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.

Want US AI Chips? Build a US Data Center First. Washington’s New Export Playbook.

The Trump administration is drafting new AI chip export rules that would require foreign buyers to invest in US data centers as a condition of purchasing large...

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