Nvidia's revenue skyrockets to record $57 billion per quarter — all GPUs are sold out By Anton Shilov published 20 November 25 As Blackwell Ultra ramps, Nvidia gets even more money.
Server memory prices to double year-over-year in 2026, LPDDR5X prices could follow — 'seismic shift' means even smartphone-class memory isn't safe from AI-induced crunch By Anton Shilov published 19 November 25 Shortage and high DRAM prices can undermine.
Apple 3D prints titanium chassis for Apple Watch — additive manufacturing cuts raw material usage in half By Anton Shilov published 19 November 25 Apple’s first large-scale use of metal 3D printing lets it mass-produce titanium Apple Watch and iPhone components while halving raw material consumption.
High-ranking TSMC executive faces Taiwan legal investigation over murky return to Intel — report alleges employee took technical documents with him By Anton Shilov published 18 November 25 From Intel to TSMC and back?
AMD and Eviden unveil Europe's second exascale system — EPYC 'Venice' and Instinct MI430X powered system breaks the ExaFLOP barrier By Anton Shilov published 18 November 25 Some racks will even use Rhea2.
Elon Musk wants foundry partners to build astounding '100 – 200 billion AI chips' per year — Musk says chipmaking industry can't deliver on his goals By Anton Shilov last updated 18 November 25 This is orders of magnitude more than the industry can build these days.
Arm joins Nvidia's NVLink Fusion ecosystem — Arm's Neoverse CPUs to get access to Nvidia GPUs By Anton Shilov published 17 November 25 Arm enters into Nvidia's NVLink Fusion ecosystem, lets Arm licensees build CPUs that natively connect to Nvidia GPUs: They can now use custom CPUs and Nvidia AI accelerators.
Nvidia's Vera Rubin platform in depth — Inside Nvidia's most complex AI and HPC platform to date By Anton Shilov published 17 November 25 Premium Diving deep into Nvidia's upcoming platform.
AMD continues to chip away at Intel's X86 market share — company now sells over 25% of all x86 chips and powers 33% of all desktop systems By Anton Shilov published 14 November 25 AMD continued to its CPU market share gains Q3 2025, surpassing one-quarter of all x86 CPU shipments and one-third of desktop shipments as Intel declined in desktops, laptops, and servers.
After six years of promises and no shipping silicon, Tachyum revises Prodigy processor specs to 1,024 cores with 1,600W of power consumption — likely another 5-year delay, company claims its chip is 20 times faster than Nvidia's Rubin NVL576 rack By Anton Shilov published 14 November 25 Premium Final specifications after six years of waiting may set the stage for another major delay
JP Morgan says Nvidia is gearing up to sell entire AI servers instead of just AI GPUs and components — Jensen's master plan of vertical integration will boost Nvidia profits, purportedly starting with Vera Rubin By Anton Shilov published 13 November 25 Higher supply chain consolidation under Nvidia?
Micron says New York chipmaking fabs still on track according to its latest timelines — accelerates second fab in Idaho and reallocates CHIPS Act funding (Updated) By Anton Shilov last updated 11 November 25 No delays after all
Chinese scientists discover method to cut defects by 99% with DUV chipmaking equipment, but it destroys EUV pattern fidelity — analyzing photoresist clustering with cryo-ET at 105°C By Anton Shilov published 10 November 25 Premium But chipmakers already know this empirically.
Elon Musk says building his own 'TeraFab' chip fab may be the only answer to Tesla's colossal AI semiconductor demand — Nvidia CEO Jensen Huang warns against 'extremely hard' challenge By Anton Shilov last updated 7 November 25 A new approach to chipmaking?
Google deploys new Axion CPUs and seventh-gen Ironwood TPU — training and inferencing pods beat Nvidia GB300 and shape 'AI Hypercomputer' model By Anton Shilov last updated 6 November 25 Chips complete Google's portfolio of custom silicon.
Cooling system for a single Nvidia Blackwell Ultra NVL72 rack costs a staggering $50,000 — set to increase to $56,000 with next-generation NVL144 racks By Anton Shilov published 5 November 25 More power, more expensive cooling.
SK hynix reveals DRAM development roadmap through 2031 — DDR6, GDDR8, LPDDR6, and 3D DRAM incoming By Anton Shilov published 5 November 25 No, HBF will not replace DRAM.
Producer of stinky thermal paste that corrodes copper has known about the issue since 2024 - the paste emits acidic vapors, corrodes copper, 'glues' heatsinks to processors, and permanently damages coolers By Anton Shilov published 3 November 25 Stinks, corrodes, does not improve?
American startup Substrate promises 2nm-class chipmaking with particle accelerators, at a tenth of the cost of EUV — X-ray lithography system has potential to surpass ASML's EUV scanners By Anton Shilov published 31 October 25 If it can build a fab to match its tool.
Nvidia's market capitalization hits $5.12 trillion — AI powerhouse is the first company in history to hit seismic milestone By Anton Shilov published 29 October 25 GTC announcements drive Nvidia's market capitalization by over $200 billion in one day, making the company the world's first firm to reach a market capitalization of over $5 trillion.
Nvidia reveals Vera Rubin Superchip for the first time — incredibly compact board features 88-core Vera CPU, two Rubin GPUs, and 8 SOCAMM modules By Anton Shilov published 29 October 25 First images of Nvidia's Vera Rubin Superchip depicting two Rubin GPUs and a multi-chiplet Vera CPU surrounded by SOCAMM2 memory modules emerge.
Nvidia and partners to build seven AI supercomputers for the U.S. gov't with over 100,000 Blackwell GPUs —combined performance of 2,200 ExaFLOPS of compute By Anton Shilov published 28 October 25 And even more.
Nvidia announces reference design for colossal gigawatt-scale Omniverse DSX data centers — single data center requires a nuclear reactor's worth of power generation By Anton Shilov published 28 October 25 Nvidia introduces Omniverse DSX Blueprint, a digital-twin-based reference design for gigawatt-scale AI data centers that standardizes how partners can build and optimize 'AI factories.'
Musk says Samsung's Texas fab outclasses TSMC's US-based fabs — with AI5 still in development, questions remain over whether Tesla will need advanced tools By Anton Shilov published 28 October 25 Premium AI5 is set to be deployed in cars, robots, and data centers
Nvidia unveils Vera Rubin supercomputers for Los Alamos National Laboratory — announcement comes on heels of AMD's recent supercomputer wins By Anton Shilov published 28 October 25 Vera Rubin forges into supercomputers.
