AI Hardware
The AI Gold Rush is Real, and TSMC is Selling All the Shovels
TSMC’s record profits, driven by the AI boom, reveal the immense scale of the tech revolution and its impact on software, startups, and developers.
The 25% AI Chip Tax: Unpacking the White House’s New Gambit in the Tech War with China
The White House is imposing a 25% tariff on Nvidia & AMD AI chips sold to China, a major shift in the US-China tech war. What does this mean for AI?
The 25% AI Chip Tax: Why the White House’s New Tariff on Nvidia and AMD Will Reshape Global Tech
A new 25% tariff on Nvidia & AMD AI chip sales to China is here. We break down what this means for AI, startups, and the global tech landscape.
Nvidia’s AI Empire: Genius Investment or a Trillion-Dollar Bubble?
Nvidia’s valuation has soared on AI hype. Is it a generational tech leader or a bubble waiting to burst? We break down the risks and rewards.
Nvidia’s High-Stakes Gamble: How the H200 Chip is Redefining the US-China AI War
Nvidia is ramping up H200 AI chip production for China, a strategic move to navigate U.S. export controls and maintain its dominance in a key market.
Nvidia’s Shock Move: Is the AI Chip Giant Acquiring a Rival… or Just Its Brains?
Nvidia is poaching top talent and licensing tech from AI chip startup Groq. Is this a strategic move to neutralize a rival or absorb its innovation?
The $10 Billion AI Dream on Hold: Why Oracle’s Michigan Mega-Project Is a Warning Sign for the Tech Industry
Oracle’s ambitious $10bn AI data center in Michigan is in limbo as funding talks stall, a warning sign of the financial pressures facing the AI industry.
Beijing’s AI Firewall: China Mandates Domestic Chips, Challenging Nvidia’s Reign
China mandates state firms use domestic AI chips from Huawei and Cambricon, a major move to sideline Nvidia and achieve tech self-sufficiency.
Nvidia vs. Google: Is the AI Chip King’s Throne Truly Safe?
Nvidia claims it’s a “generation ahead” of competitors like Google. We dive deep into the AI chip war, CUDA’s dominance, and what it means for you.
The AI Chip Wars: Is Google Poised to Topple Nvidia’s Trillion-Dollar Throne?
Nvidia’s AI chip dominance is facing a serious challenge from Google’s custom TPU, a rivalry with huge implications for the stock market and tech economy.
The Trillion-Dollar Handshakes: How Samsung is Building the Grand Alliance of AI
Samsung’s chairman is forging a powerful AI alliance with leaders from Nvidia, OpenAI, and Reliance. Discover the strategy behind these power meetings.
AI’s Gold Rush: How a Memory Chip Revolution is Fueling Japan’s Startup Boom
AI’s insatiable demand for High-Bandwidth Memory (HBM) is reshaping the semiconductor industry while a new wave of venture capital fuels Japan’s startup boom.