AI hardware is bigger than Nvidia and the hyperscalers
Investors looking for the generative-AI buildout can widen the lens beyond the obvious winners and hunt for the less crowded infrastructure plays.
By Lama Al-Rashid·· 3 min
12 briefings · “chip”
Investors looking for the generative-AI buildout can widen the lens beyond the obvious winners and hunt for the less crowded infrastructure plays.
Grimes County just moved SpaceX's Terafab forward, but residents are pushing back over scale, transparency, and the project’s long-term impact.
C.C. Wei says TSMC can only support so much customer demand, underscoring how AI chip appetite is stressing even the industry’s biggest supplier.
Intel is betting a cheaper, memory-heavy datacenter GPU can win the prefill work Nvidia paused, which could reshape AI infrastructure buying decisions.
Nvidia’s laptop-chip push is no experiment: Huang says the company is already charting multiple generations, aiming for voice-controlled computers and droids.
The billionaire hedge fund manager argues that the rush toward chip stocks is blinding markets to the enduring value of Big Tech giants.
How Lip-Bu Tan's brutal candor and capital-raising blitz turned a $50B debt crisis into a comeback story in 13 months.
The MSI Claw, powered by Intel's Panther Lake chip, signals a major shift in the battle for next-gen portable computing.
The tech giant details a roadmap to commercial quantum computing, signaling a massive shift in computational power and industry timelines.
Satya Nadella unveils a new developer machine and a pivot toward local, always-on AI processing, fundamentally changing the laptop landscape.
Perplexity says its new hybrid orchestrator decides, task by task, what stays local and what hits the cloud, which could reshape privacy, latency, and chip demand.
The new, miniature Surface RTX Spark Dev Box sets a high bar for local AI performance, signaling a major shift in the developer hardware landscape.