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NVIDIA Reveals Why the Company Is “Immune” to Memory Shortages — and How The Firm Prepaid Inventory to Keep the AI Boom Running

…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 6, 2026 · Muhammad Zuhair

Memory Manufacturers Now Have a New Threat Looming Over Their Heads, as Failing to Produce in the U.S. Could Trigger a Whopping 100% Tariff

…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 18, 2026 · Muhammad Zuhair

TSMC Ex-Executive Now Heading to Intel Allegedly Carries 2nm Secrets “Written in Notes,” Sparking Fears of a Technology Transfer

…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…

Nov 18, 2025 · Muhammad Zuhair

Samsung Is Luring Customers With a "Slight Discount" Into Five-Year Contracts to Keep the Memory Boom Alive for Longer

…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 18, 2026 · Muhammad Zuhair

Frank Yeary, the Intel Board Chair Who Pushed the Foundry Spin-Off and Orchestrated Pat Gelsinger's Exit, Is Retiring This Year

…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 4, 2026 · Muhammad Zuhair

Japan's Most Ambitious Chip Project Surfaces as Fujitsu Pairs With Rapidus to Build One of the World's First 1.4nm Chips

…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 31, 2026 · Muhammad Zuhair

NVIDIA Unveils Its Newest 'Rubin CPX' AI GPUs, Featuring 128 GB GDDR7 Memory & Targeted Towards High-Value Inference Workloads

…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…

Sep 9, 2025 · Muhammad Zuhair

NVIDIA Has a Single Point of Failure, and That Is Jensen Himself; as Questions Mount Over Team Green’s Missing Successor

…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 27, 2026 · Muhammad Zuhair

Intel Has Secured a Massive Deal With India’s Tata On Semiconductor Grounds, Strengthening Its Global Strategy

…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…

Dec 8, 2025 · Muhammad Zuhair

Fearing Sudden Pullouts and Policy Shocks, NVIDIA Makes H200 AI Chip Sales to Chinese Customers Pay-First, With Zero Room for Refunds

…A prime example of this is how recently, after the US lifted the ban on the H20 AI chips, China decided to hinder its access to domestic hyperscalers, through regulatory investigations and…

Jan 8, 2026 · Muhammad Zuhair

Followed topics

NVIDIA Reveals Why the Company Is “Immune” to Memory Shortages — and How The Firm Prepaid Inventory to Keep the AI Boom Running

Memory Manufacturers Now Have a New Threat Looming Over Their Heads, as Failing to Produce in the U.S. Could Trigger a Whopping 100% Tariff

TSMC Ex-Executive Now Heading to Intel Allegedly Carries 2nm Secrets “Written in Notes,” Sparking Fears of a Technology Transfer

Samsung Is Luring Customers With a "Slight Discount" Into Five-Year Contracts to Keep the Memory Boom Alive for Longer

Frank Yeary, the Intel Board Chair Who Pushed the Foundry Spin-Off and Orchestrated Pat Gelsinger's Exit, Is Retiring This Year

Japan's Most Ambitious Chip Project Surfaces as Fujitsu Pairs With Rapidus to Build One of the World's First 1.4nm Chips

NVIDIA Unveils Its Newest 'Rubin CPX' AI GPUs, Featuring 128 GB GDDR7 Memory & Targeted Towards High-Value Inference Workloads

NVIDIA Has a Single Point of Failure, and That Is Jensen Himself; as Questions Mount Over Team Green’s Missing Successor

Intel Has Secured a Massive Deal With India’s Tata On Semiconductor Grounds, Strengthening Its Global Strategy

Fearing Sudden Pullouts and Policy Shocks, NVIDIA Makes H200 AI Chip Sales to Chinese Customers Pay-First, With Zero Room for Refunds