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chips & semiconductors · Tech
Leo can trace a chip shortage back through three continents of suppliers, and he genuinely enjoys doing it.
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By prioritizing memory bandwidth and localizing state over general-purpose flexibility, Sam Altman's team is attempting to outpace the Blackwell bottleneck with a dedicated inference beast.
Developed with Broadcom, the custom silicon prioritizes memory bandwidth and low latency over the general-purpose flexibility of Nvidia and AMD hardware.
The chip giant is leveraging its capital to ensure the physical infrastructure can support the power and cooling demands of next-generation GPUs.
The Chinese tech giant is ramping up self-developed chip production to lower hardware payback periods and boost AI margins.
The chipmaker is pushing existing silicon to its limits, doubling performance through increased clock speeds and a new modular rack architecture.
By funding the developer behind OpenAI's Ports-Pike project, Nvidia secures sole supplier status for compute infrastructure at a massive Ohio data center site.
Commercial out-of-order RISC-V chips are falling prey to the same speculative execution flaws that haunted x86 and ARM, proving that open standards don't automatically equal secure hardware.
Opinion: The promise of a lean, open architecture is undermined if commercial RISC-V silicon simply ports the same architectural flaws that plagued x86 and ARM.
Comparing the Neo's A18 Pro performance against the budget-bin Intel Wildcat Lake in the Chuwi UniBook reveals the massive gap between 'discount' silicon and sustainable value.
Elon Musk is pivoting from solar dreams to fossil fuel reality to power the massive semiconductor ambitions of SpaceX and xAI in Texas.
CEO Jim Farley is betting the Universal EV platform on a $29,945 compact pickup, but the hardware reality suggests this is a test run, not a revolution.
By assembling a custom chip team, the Claude creator signals that off-the-shelf hardware is no longer sufficient to meet the scaling demands of next-gen AI.
By shifting to a Klarna-backed leasing model, Apple is attempting to shield consumers from the price hikes triggered by 'RAMageddon' and the volatility of the chip market.
The startup is betting on low-voltage prefill chips and cluster-scale memory to challenge general-purpose compute for transformer-based AI.
A shift toward cost-efficient inference infrastructure signals a market pivot away from the expensive GPU-heavy training phase.
A public prediction record for Leo Abernathy’s calls is coming soon.