Nvidia Stopped Selling Chips. It Sells Gigawatts Now — at $40 Billion Each.
Nvidia now measures itself in revenue per gigawatt: about $40 billion for Vera Rubin. The math says as much about who's buying…
Chips
Every prompt/power story on Chips, including “Nvidia Stopped Selling Chips. It Sells Gigawatts Now — at $40 Billion Each.” and “The HBM4 Fight Is Over. The Re…
14 stories
The HBM4 Fight Is Over. The Real Memory War Just Moved to the Packaging Line.
SK Hynix won Nvidia's HBM4 race. The real bottleneck moved to TSMC's packaging line, where lead times now run past a year.
Micron Just Booked a $54 Billion Quarter. Now Comes the Hard Part: Believing It Lasts.
Revenue up 379%, an 87% gross margin and HBM sold out. Micron's quarter is spectacular, and that is exactly why you should…
The Memory ‘Shortage’ and the Theater of Margins
An OEM chief says memory makers are talking their book. A record supplier quarter says demand is real. Both can be true.
The Hotline Summit: Trump, Xi, and the Chip War That Didn’t Move
Washington got an AI incident hotline and a two-month tariff truce. It got no movement on the export controls that are the…
Nvidia’s China Freeze Is Now Just the Weather
Nvidia now guides to zero China data-center revenue as its baseline. When the world's most valuable chipmaker stops pricing China in, the…
Nvidia says the roadmap is intact. It won’t say which roadmap.
Jensen Huang denied the Rubin delay rumor and unveiled a 27,500-GPU Japanese AI factory. The Kyber rack report that sank supplier stocks…
AMD Ryzen 7 7700X3D review: a good chip with nowhere to stand
AMD's $330 Ryzen 7 7700X3D lands within 5% of the 7800X3D and just 2% ahead of the $240 7600X3D. With DDR5 this…
Intel shipped High-NA with an escape hatch. TSMC is living in it.
Intel was first to ship chips from ASML's High-NA scanners, with a fallback to older tools built in. TSMC's Arizona pledge shows…
Intel puts €5 billion into Leixlip — the Magdeburg apology tour arrives in Ireland
Intel commits €5 billion to Intel 3 output at Leixlip's Fab 34, Europe's only volume EUV fab, a year after scrapping Magdeburg.…