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OpenAI Is Set to Be the Biggest Customer for the Upcoming NVIDIA-Groq AI Chip, Allocating 3GW of Dedicated ‘Inference Capacity’

…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 28, 2026 · Muhammad Zuhair

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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

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TSMC's 3nm Chip Capacity Has Become So Constrained That Only "Long-Term, Loyal" Customers Are Getting Priority

…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 27, 2026 · Muhammad Zuhair

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Huawei's Ascend 950PR AI Chip Just Won Over Chinese Customers By Mimicking CUDA Through CANN Next, Threatening NVIDIA's Moat

…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 27, 2026 · Muhammad Zuhair

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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

blogs.nvidia.com › blog › sap-specialized-agents

NVIDIA and SAP Bring Trust to Specialized Agents

…energy, chips, infrastructure, models and applications.  Applications sit at the top, where AI creates economic value and drives productivity for knowledge workers. As a global leader in enterprise applications and business AI…

May 12, 2026 · Justin Boitano

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Amazon CEO Says Chip Business Is 'On Fire,' Graviton & Trainium Now Competing At Intel, AMD, And NVIDIA Scale

…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 10, 2026 · Muhammad Zuhair

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NVIDIA Looks to Intel’s 18A/14A Process and EMIB Packaging for Next-Gen Feynman AI Chips, Signaling a Major Foundry Shift Beyond TSMC

…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 28, 2026 · Muhammad Zuhair

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Intel’s Advanced Packaging Is Getting the Attention It Needs From AI Customers, With EMIB Gaining Ground Against TSMC’s CoWoS

…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

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Elon Musk's Plans for the 'World's Largest' Chip Fab Will Be Unveiled Next Week, to End Reliance on Foreign Foundries

…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 14, 2026 · Muhammad Zuhair