Search: AI chips & geopolitics

Intel–OpenAI Partnership Is Possible but “Unlikely in the Near Term,” With Team Blue’s AI Chip Performance Being the Main Barrier

…The company's Gaudi-class AI chips are considered 'obsolete' compared to what competitors like NVIDIA/AMD offer, and regarding future products, Intel's plans remain uncertain. The firm has recently showcased…

Nov 14, 2025 · Muhammad Zuhair

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…

Jan 19, 2026 · Muhammad Zuhair

NVIDIA CEO Doesn’t Rule Out ‘Rubin’ for China, Says Newer Chips Will Become Available Once U.S. Export Restrictions Ease

…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 7, 2026 · Muhammad Zuhair

Intel's Chip Production Isn't Good Enough Yet, Claims Qualcomm CEO, But There's Still a Possibility for Team Blue to Make Chips for Them

…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 5, 2025 · Muhammad Zuhair

The SSD Markets Are About to Get Hammered With NAND Shortages & Price Hikes, And There's Probably Nothing We Can Do

…Related Story Samsung’s Memory Business Alone Is Now More Profitable Than Amazon, Meta, And Microsoft, Quietly Becoming One of the Biggest Winners of the AI Race Given that NAND chip prices…

Jan 25, 2026 · Muhammad Zuhair

AI Sparks a 'DRAM Supercycle' After Years of Stagnation, Driven by Massive HBM Adoption as Big Tech Rushes to Build Custom ASICs

…For those unaware, the AI industry is in dire need of DRAM production scaling up, as every AI cluster requires HBM capacity per chip, which in turn generates massive demand for DRAM…

Oct 2, 2025 · Muhammad Zuhair

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Intel–OpenAI Partnership Is Possible but “Unlikely in the Near Term,” With Team Blue’s AI Chip Performance Being the Main Barrier

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

NVIDIA CEO Doesn’t Rule Out ‘Rubin’ for China, Says Newer Chips Will Become Available Once U.S. Export Restrictions Ease

Intel's Chip Production Isn't Good Enough Yet, Claims Qualcomm CEO, But There's Still a Possibility for Team Blue to Make Chips for Them

The SSD Markets Are About to Get Hammered With NAND Shortages & Price Hikes, And There's Probably Nothing We Can Do

AI Sparks a 'DRAM Supercycle' After Years of Stagnation, Driven by Massive HBM Adoption as Big Tech Rushes to Build Custom ASICs

NVIDIA GTC 2024 Scheduled For 18th March: CEO Jensen Keynote & Blackwell AI/HPC GPUs Expected

Intel Reportedly Increases ASML High-NA EUV Equipment Orders, Aiming to Nail Cutting-Edge Chips Like 14A

Intel’s Foundry Revenue This Year Was 1000× Lower Than TSMC’s, as the American Chipmaker Bets on 18A & 14A to Survive

IDC Paints a 'Doomer Narrative' for the PC Industry, as Memory Shortages Make Survival "Nearly Impossible"