Search: AI infrastructure roadmap

NVIDIA’s 'Revolutionary' Rubin AI Chips Enter Full Production Well Ahead of Schedule, Proving Jensen’s Pace Is Unmatched

…Zuhair's expertise lies in deconstructing complex topics such as fabrication nodes (e.g., 2nm process), the economic impact of policies like the CHIPS Act, and the strategic development of AI infrastructure…

Jan 5, 2026 · Muhammad Zuhair

DDR5 Prices in China Face a "Complete Collapse" as Memory Markets Shift From Desperate Scarcity to Sudden Uncertainty

…Retailers are panicking about Google's TurboQuant reducing the need for memory in the AI infrastructure buildout, ignoring Jevons Paradox and the fact that, with inference, the need for memory is projected…

Mar 31, 2026 · Muhammad Zuhair

Intel Isn’t Backing Down From High-End Desktop GPUs Yet, Posting a New Job Opening to Advance “Cutting-Edge” Technology

…Zuhair's expertise lies in deconstructing complex topics such as fabrication nodes (e.g., 2nm process), the economic impact of policies like the CHIPS Act, and the strategic development of AI infrastructure…

Sep 23, 2025 · Muhammad Zuhair

TSMC Is Set to Talk About the Biggest Risk It Faces with Chip Production Right Now; One That Could Derail the AI Frenzy

…Zuhair's expertise lies in deconstructing complex topics such as fabrication nodes (e.g., 2nm process), the economic impact of policies like the CHIPS Act, and the strategic development of AI infrastructure…

Apr 6, 2026 · Muhammad Zuhair

Even CPUs Aren’t Safe from ‘Delayed Launches’ Anymore, With Intel’s Nova Lake-S Reportedly Pushed to 2027

…Zuhair's expertise lies in deconstructing complex topics such as fabrication nodes (e.g., 2nm process), the economic impact of policies like the CHIPS Act, and the strategic development of AI infrastructure…

Feb 21, 2026 · Muhammad Zuhair

Middle East Conflict Could Trigger a 'Black Swan' For Chips, Pushing the Industry Into a Period That Could Be Devastating for AI

…Zuhair's expertise lies in deconstructing complex topics such as fabrication nodes (e.g., 2nm process), the economic impact of policies like the CHIPS Act, and the strategic development of AI infrastructure…

Mar 22, 2026 · Muhammad Zuhair

Memory Suppliers Are Reportedly Taking “Zero” Chances on Being at the Losing End of DRAM Contracts, Hardwiring Higher Prices Into Every New Agreement

…It won't be wrong to say that the entire DRAM industry is currently in a state of 'panic', driven by the gigantic DRAM demand driven by the AI infrastructure buildout. About…

Feb 6, 2026 · Muhammad Zuhair

AI Giants Are Entering Into Years-Long Memory Contracts, Proving To Be the 'Best Case' Scenario For Suppliers, But Terrible For Everyone Else

…Zuhair's expertise lies in deconstructing complex topics such as fabrication nodes (e.g., 2nm process), the economic impact of policies like the CHIPS Act, and the strategic development of AI infrastructure…

Apr 5, 2026 · Muhammad Zuhair

The Middle East Conflict Is Brewing a Chip & Memory Supply Chain Disaster That Could Derail the AI Buildout

…Zuhair's expertise lies in deconstructing complex topics such as fabrication nodes (e.g., 2nm process), the economic impact of policies like the CHIPS Act, and the strategic development of AI infrastructure…

Mar 9, 2026 · Muhammad Zuhair

Intel Isn't Impressed By ARM's AGI CPU, With Executive Saying There Isn't Anything New With it, Despite Marketing Claims

…Zuhair's expertise lies in deconstructing complex topics such as fabrication nodes (e.g., 2nm process), the economic impact of policies like the CHIPS Act, and the strategic development of AI infrastructure…

Apr 4, 2026 · Muhammad Zuhair

Followed topics

NVIDIA’s 'Revolutionary' Rubin AI Chips Enter Full Production Well Ahead of Schedule, Proving Jensen’s Pace Is Unmatched

DDR5 Prices in China Face a "Complete Collapse" as Memory Markets Shift From Desperate Scarcity to Sudden Uncertainty

Intel Isn’t Backing Down From High-End Desktop GPUs Yet, Posting a New Job Opening to Advance “Cutting-Edge” Technology

TSMC Is Set to Talk About the Biggest Risk It Faces with Chip Production Right Now; One That Could Derail the AI Frenzy

Even CPUs Aren’t Safe from ‘Delayed Launches’ Anymore, With Intel’s Nova Lake-S Reportedly Pushed to 2027

Middle East Conflict Could Trigger a 'Black Swan' For Chips, Pushing the Industry Into a Period That Could Be Devastating for AI

Memory Suppliers Are Reportedly Taking “Zero” Chances on Being at the Losing End of DRAM Contracts, Hardwiring Higher Prices Into Every New Agreement

AI Giants Are Entering Into Years-Long Memory Contracts, Proving To Be the 'Best Case' Scenario For Suppliers, But Terrible For Everyone Else

The Middle East Conflict Is Brewing a Chip & Memory Supply Chain Disaster That Could Derail the AI Buildout

Intel Isn't Impressed By ARM's AGI CPU, With Executive Saying There Isn't Anything New With it, Despite Marketing Claims