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More videosThe 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…
NVIDIA’s Next-Gen Rubin AI Servers to Ship to Customers by August This Year, as Key Supplier Quanta Confirms No Complications in Mass Production
…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…
AI Sparks a 'DRAM Supercycle' After Years of Stagnation, Driven by Massive HBM Adoption as Big Tech Rushes to Build Custom ASICs
…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…
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'In China we have now dropped to zero': Nvidia CEO Jensen Huang wants US to export AI 'like crazy'
…As Huang himself explains, the AI industry is like a layer cake with five levels: energy production, AI chips, infrastructure like data centers, AI models and finally AI applications. By Huang's…
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…
The CEO of Allbirds' new AI biz has a plan, but no employees | TechCrunch
…Demand for AI infrastructure is a powerful force in the market, driving up the stock prices for chipmakers, cloud providers, and energy companies, even convincing investors that orbital data centers are a…
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NVIDIA To Claw Back Lost China Market With H200 Approval After US Curbs Crushed Its 95% Share Down To Nothing
…These created a massive rift between US and Chinese tech companies, forcing China to adopt a domestic policy, pushing AI firms to utilize locally produced chips. This resulted in Huawei gaining big…
China’s Largest Memory Manufacturer, CXMT, Plans to Allocate a “Large Chunk” of Its DRAM Production to HBM3, Hoping to Compete in the AI Race
…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…
Qualcomm's new midrange Snapdragon chips offer flagship gaming and audio features
…The chipmaker announced the new budget chips with key performance upgrades, with gaming, camera, and AI performance taking focus. The two midrange processors also prioritize efficiency and longer battery life, as Qualcomm…