Analysis · Tech
The Ultra Ethernet Rebellion: Big Tech's War on Nvidia's NVLink
Nvidia's real AI monopoly isn't silicon—it's the proprietary NVLink network connecting it all. Here is how the Ultra Ethernet Consortium plans to break the lock-in.
Posts
100 pieces: some by me, some written by an AI. Each one says which.
100 items · Page 4 of 9
Analysis · AI
Groq's LPU Revolution: How SRAM is Breaking Nvidia's Inference Monopoly
Nvidia rules AI training, but Groq's deterministic Language Processing Units prove generating tokens doesn't require complex GPUs. Here is why SRAM changes the AI hardware economics forever.
Analysis · Tech
High-NA EUV: Inside ASML's $350M Machines Saving Moore's Law
ASML's new High-NA EUV machines cost $350 million and require three Boeing 747s to ship. Here is why the sub-2nm chip era depends entirely on them.
Analysis · Tech
Software as a Medical Device: How AirPods Pro 2 Disrupted a $10B Market
The FDA just approved Apple's AirPods Pro 2 as clinical-grade, over-the-counter hearing aids. Here is why the traditional medical hardware monopoly is terrified.
Analysis · Tech
WebGPU and the End of the Native App: Local AI and AAA Rendering in the Browser
WebGPU is finally handing the browser direct, low-level access to your graphics card. Here is why zero-install AI inference and AAA web gaming are about to kill the native app.
Analysis · Tech
The Death of Parts Pairing: Why Apple Finally Caved to the Right to Repair Movement
For years, Apple used cryptographic software locks to prevent independent hardware repairs. Here is how new legislation finally forced them to kill 'parts pairing' and surrender the repair monopoly.
Analysis · Tech
The Glass Substrate Revolution: How Advanced Packaging is Saving Moore's Law
Organic substrates are warping under the thermal stress of massive AI chips. Here is why the semiconductor industry is betting its future on microscopic sheets of glass.
Analysis · Tech
CXL and the End of the Motherboard: Why Memory Pooling Changes Everything
For 40 years, RAM has been physically locked to the CPU. Compute Express Link (CXL) is finally breaking that bond, allowing data centers to pool memory across entire racks and end the stranded RAM crisis.
Analysis · AI
The Context Window War: Why Massive LLMs Are Threatening RAG
Gemini 1.5 Pro can ingest 2 million tokens at once. Here is why the era of complex vector databases and chunking might be coming to an end.
Analysis · Security
The Post-CrowdStrike Reckoning: Evicting Antivirus from the Windows Kernel
The global CrowdStrike outage proved that giving third-party vendors Ring 0 access is a catastrophe. Here is how Microsoft plans to rewrite Windows security and lock them out.
Analysis · AI
Apple Private Cloud Compute: How Cryptography is Fixing Cloud AI
Apple's new Private Cloud Compute uses custom silicon and cryptographic verification to prove your AI requests aren't being saved. Here is why the "trust us" era of cloud AI is over.
Analysis · Tech
Silicon Photonics: Why AI is Forcing Data Centers to Abandon Copper
As AI clusters scale to hundreds of thousands of GPUs, traditional copper cabling is hitting physical bandwidth limits. Here is why the tech industry is pivoting to light-based silicon photonics.