Search: AI hardware economics

NVIDIA CEO Jensen Huang Reflects on Selling Shares at $300M to Buy Parents a Mercedes S-Class After the IPO, Saying He Now Regrets the Timing

…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 21, 2026 · Muhammad Zuhair

Huawei's Ascend 950PR AI Chip Just Won Over Chinese Customers By Mimicking CUDA Through CANN Next, Threatening NVIDIA's Moat

…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

NVIDIA’s Strategy Amid GPU Memory Shortages Is to Prioritize "Profit/GB", Turning 8GB GPUs Into Hot Picks Over Higher-VRAM Models

…It won't be wrong to say the consumer business has taken a back seat, given that the AI segment is booming right now. About the author : Muhammad Zuhair is a hardware…

Jan 16, 2026 · Muhammad Zuhair

NVIDIA’s Next Generation of AI Systems Could Alone Gobble Up Millions of Terabytes of NAND SSDs, Potentially Worsening Storage Shortages

…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 12, 2026 · Muhammad Zuhair

AMD Finally Secures Samsung's HBM4 Supply Following NVIDIA's Footsteps, but the Deal Comes With a Surprising Caveat

…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

Intel Teams Up With Amkor On 'EMIB' Advanced Packaging Technology, Outsourcing Production Amid Massive Interest From the AI Industry

…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 1, 2025 · Muhammad Zuhair

Memory Shortages Are Actually So Terrible That Samsung Is Shifting HBM Production Towards DDR5

…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

Western Digital Has No More HDD Capacity Left, as CEO Reveals Massive AI Deals; Brace Yourself For Price Surges Ahead!

…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 14, 2026 · Muhammad Zuhair

Memory Suppliers Have Become the New “Santa Claus,” Selectively Handing Out DRAM Capacity to Customers, Says Taiwan’s Etron Chairman

…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 19, 2025 · Muhammad Zuhair

Taiwan Is Facing Its Worst Rainfall in 75 Years, and the Hardest-Hit Area Is Exactly Where TSMC's Most Advanced Fabs Are

…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

Followed topics

NVIDIA CEO Jensen Huang Reflects on Selling Shares at $300M to Buy Parents a Mercedes S-Class After the IPO, Saying He Now Regrets the Timing

Huawei's Ascend 950PR AI Chip Just Won Over Chinese Customers By Mimicking CUDA Through CANN Next, Threatening NVIDIA's Moat

NVIDIA’s Strategy Amid GPU Memory Shortages Is to Prioritize "Profit/GB", Turning 8GB GPUs Into Hot Picks Over Higher-VRAM Models

NVIDIA’s Next Generation of AI Systems Could Alone Gobble Up Millions of Terabytes of NAND SSDs, Potentially Worsening Storage Shortages

AMD Finally Secures Samsung's HBM4 Supply Following NVIDIA's Footsteps, but the Deal Comes With a Surprising Caveat

Intel Teams Up With Amkor On 'EMIB' Advanced Packaging Technology, Outsourcing Production Amid Massive Interest From the AI Industry

Memory Shortages Are Actually So Terrible That Samsung Is Shifting HBM Production Towards DDR5

Western Digital Has No More HDD Capacity Left, as CEO Reveals Massive AI Deals; Brace Yourself For Price Surges Ahead!

Memory Suppliers Have Become the New “Santa Claus,” Selectively Handing Out DRAM Capacity to Customers, Says Taiwan’s Etron Chairman

Taiwan Is Facing Its Worst Rainfall in 75 Years, and the Hardest-Hit Area Is Exactly Where TSMC's Most Advanced Fabs Are