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Here's How NVIDIA's Blackwell Ultra GB300 AI Racks Are Dominating Long-Context DeepSeek 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…

Feb 21, 2026 · Muhammad Zuhair

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NVIDIA & AMD Are Back in China Once Again —This Time With Far More Powerful AI Chips, But Regulatory Guardrails Have Tightened Significantly

…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 23, 2025 · Muhammad Zuhair

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Aletheia Warns HBM Prices Will Double in 2027 as Memory Becomes AI's Most Critical Component

…critical components in the AI hardware system as their combined content value are expected to cross over 70% in 2027 vs mid-40%s in 2025." The impact of this on NVIDIA…

Jun 15, 2026 · Ramish Zafar

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Intel Reportedly Told PC Makers Their CPUs Are Getting More Expensive, and the Timing Couldn't Be Worse

…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 19, 2026 · Muhammad Zuhair

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TSMC's 3nm Chip Capacity Has Become So Constrained That Only "Long-Term, Loyal" Customers Are Getting Priority

…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 27, 2026 · Muhammad Zuhair

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NVIDIA CEO’s “Fried Chicken” Dinners With Samsung and SK hynix Leaders Are What Keep Him Ahead in the Race to Source Memory Products

…Related Story “I Produce The Lowest Cost Tokens In The World” Says NVIDIA CEO As He Highlights The Full-Stack Approach To AI For those who remember, NVIDIA's Jensen Huang met…

Feb 9, 2026 · Muhammad Zuhair

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The “Famous” Claude Code Has Managed to Port NVIDIA’s CUDA Backend to ROCm in Just 30 Minutes, and Folks Are Calling It the End of the CUDA Moat

…Related Story “I Produce The Lowest Cost Tokens In The World” Says NVIDIA CEO As He Highlights The Full-Stack Approach To AI Well, there are a lot of intricacies to discuss…

Jan 22, 2026 · Muhammad Zuhair

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Here’s How You Could Afford a House in Shanghai Using DDR5 Modules, as Prices Have Reached Astronomical Levels in the Region

…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 8, 2026 · Muhammad Zuhair

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AI Giants Are Entering Into Years-Long Memory Contracts, Proving To Be the 'Best Case' Scenario For Suppliers, But Terrible For Everyone Else

…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…

Apr 5, 2026 · Muhammad Zuhair

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This AI Startup Demands AMD to Build a 96 GB RDNA 5 GPU for a Wild Venture, and Is Already Seeking Investors

…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 8, 2026 · Muhammad Zuhair