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Brief · Markets
Chip stocks had their worst stretch in 16 months as investors grow less patient with heavy AI spending. Broadcom's CEO comments and China competition in memory are cited as pressures.
Brief · Tech
Built on Nvidia's RTX Spark chips, from $2,600, alongside a $6,000 RTX Spark dev box.
Analysis · Tech
Nvidia's flagship NVL72 Blackwell racks are drawing 120kW and overheating. Here is why the AI hardware limits aren't just about silicon anymore—they are about thermodynamics.
Analysis · AI
Nvidia's trillion-dollar empire isn't built on silicon, it's built on CUDA. Here is how OpenAI and a coalition of tech giants are rewriting the software layer to break the monopoly.
Analysis · Tech
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.
Analysis · AI
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
The Steam Deck and ROG Ally had their fun, but the Switch 2 is finally coming. Armed with custom Nvidia Ampere silicon and DLSS, Nintendo is about to remind everyone who owns the handheld market.
Analysis · Tech
RTX 5090, DLSS 4 multi-frame gen, RX 9070 XT at $599 — 2025 reshuffled the GPU market harder than any year in a decade. Here's what actually happened.