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There is perhaps no more consequential debate around the technology industry today than whether the current AI infrastructure buildout represents a bubble destined for collapse or the logical, sustainable deployment of mature technology. The numbers are indeed staggering, a root cause of people’s an
Read the report →This will be a brief research note, mostly because I’m just talking about something cool. Back in March when Apple launched M3 Ultra in the Mac Studio, they graciously sent over a 512GB Unified Memory SKU of the system. It was insane for running LLMs, powering something like 4-bit quantized Deepseek
Read the report →The Architecture Graphics Built The GPU exists because graphics demanded a very specific kind of silicon—hardware capable of running identical mathematical operations across massive data volumes in parallel, repeatedly, without stalling. What looked like “drawing pictures” was always a continuous si
Read the report →This year on Black Friday, one of my favorite products of the year: NVIDIA’s DGX Spark! My list of favorite products is by no means short, but this was a quick add simply because I’ve had so much fun playing with this. Unlike most other products I’ve used this year, it’s something that feels rewardi
Read the report →The semiconductor industry has experienced cycles of varying magnitude throughout its history. The PC era brought sustained growth. The smartphone revolution created what many called a supercycle. The cloud computing buildout extended that expansion further. What is happening now is something catego
Read the report →Dell delivered one of its strongest quarters ever, powered by surging demand for AI servers and resilient performance across its core commercial PC business. Revenue rose double digits, profitability reached new Q3 records, and the company raised full-year guidance in a sign of confidence that its A
Read the report →In mobile computing, performance is defined by the energy cost of operations. The limiting factors for modern Systems on a Chip (SoC) are thermal headroom and battery constraints, shifting the architectural focus to the infrastructure that feeds the silicon. The power delivery network (PDN) design f
Read the report →In the broader narrative of the AI boom, a new category of infrastructure provider has emerged, colloquially termed the “neocloud.” The economic logic of the neocloud is, at first glance, simple arbitrage: the hyperscalers (AWS, Azure, Google Cloud) are supply-constrained and expensive, creating an
Read the report →Microsoft Ignite 2025 opened with a clear message: the AI era has moved beyond experimentation and is now fully about implementation, governance, and measurable outcomes. Microsoft focused on what matters most to the Ignite audience: the architects, developers, and IT leaders responsible for actuall
Read the report →Today, Google announced Gemini 3 as well as a bunch of new product updates powered by Gemini 3 Pro! We’ll get into those in a moment, because I want to talk about my experience using Gemini 3 Pro, codename riftrunner, as well as Google’s new developer IDE called Antigravity! I got early access from
Read the report →The Las Vegas Grand Prix is no ordinary race. The city-centre circuit with its tight turns, the Strip backdrop and high spectator density makes for one of the most challenging viewing experiences in all of F1. That’s why the recent announcement by T-Mobile is so significant. 360° Cameras and Drone F
Read the report →At the 2025 Chrome Summit in New York City, Google delivered its most cohesive vision yet for how artificial intelligence will power the next generation of work. Under the theme “Connected Work Experiences, AI at the Core,” the company showcased how its Gemini AI model now threads through every laye
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