Hardware
Chips, GPUs, and the silicon underneath
24 articles in this section.
NVIDIA’s chip shortage isn’t about NVIDIA being successful. It’s about the rest of the semiconductor industry being so behind that they can’t catch up to a company that’s been building GPUs for decades. When the world depends on one company for AI compute and that company can’t s
The worlds most valuable tech companies are sitting in a problem that no amount of code can fix: nobody built enough power plants to run their AI dream. Meta just spent $2.6 billion on electricity. Amazons data centers are bidding on nearly every new power plant in the US. Micros
Microsoft is throwing everything at Copilot. Word, Excel, PowerPoint, Teams, Windows, GitHub. It is integrated everywhere. The ambition is clear: Copilot should be the AI layer over every Microsoft product you use. But ambition is not the same as execution. Copilot is still figur
AMD just shipped its next-gen AI chip, and it looks like the most credible challenge to NVIDIA GPU dominance we have seen in years. NVIDIA has been sitting on its throne for a long time. Their data center revenue has grown so fast it is almost comical. But AMD MI350 claims to bea
