Rethinking AI TCO: Why Cost per Token Is the Only Metric That Matters
Is FP4 precision supported ? Can the inference stack make use of FP4 while maintaining high accuracy?
Blowing Off Steam: How Power-Flexible AI Factories Can Stabilize the Global Energy Grid
At the half-time whistle of the UEFA EURO 2020 round of 16 football match between England and Germany, millions of viewers stepped away from their screens in the U.K. to do the same thing at the same time — turn on their…
[Daily Due Diligence] NVDA NVDA
[Daily Due Diligence] NVDA NVDA Why this is trending Press Start on April: GeForce NOW Brings 10 Games to the Cloud NVDA NVDA is in focus today. This note reviews sentiment, catalysts, and near term risk factors tied to the latest coverage. Near term perspective Our base case expects a constructive skew in the short … Read more
Local political revolts threaten to derail US data center projects — mounting delays are already costing AI hyperscalers billions
Rejected proposals, moratoriums, cancelled rezoning, rallies, and fliers are all hampering the AI build out.
From RTX to Spark: NVIDIA Accelerates Gemma 4 for Local Agentic AI
Vision, Video and Audio Capabilities: E nables rich multimodal interactions for object recognition, automated speech recognition, and document or video intelligence.
Broadcom to supply Meta with custom silicon through 2029 — Broadom CEO Hock Tan departs Meta’s board
Assumes a different role that will allow him to control Meta’s custom silicon plans.
Elon Musk demonstrates first sample of Tesla AI5 processor, accidentally thanks TSC rather than TSMC — claims 40X performance boost over the predecessor
“I think about Dojo 3 and the AI6 as the first [converged architecture designs],” Musk said in a July 23 earnings call (via Investing.com ). “It seems like intuitively, we want to try to find convergence there where it i…
Asus TUF Gaming A14 (2026) review: Big CPU power in a mispriced gaming laptop
Our charts focus on the 1080p numbers, but we also test at the system’s native resolution if different, which is 2560 x 1600 for the Asus and a slightly higher 2880 x 1800 for the Acer.
Elon Musk pushing forward with Terafab at ‘light speed’ — staff reaching out to various suppliers and are reportedly willing to pay a premium to gain priority
The world’s richest person is willing to throw massive amounts of money at his latest project to leapfrog established fabs.
Legendary Qualcomm, Apple, and Nuvia alumni form new CPU startup — Nuvacore promises to ‘rewrite the rules of silicon’
Having developed multiple generations of successful client platforms, Williams, Bruno, and Gulati founded Nuvia to develop high-performance Arm-based data center-grade CPU cores. Nuvia was acquired by Qualcomm in 2021 wi…
