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Hyperscalers Are 'Scratching Their Heads' with Rising Memory Costs, But NVIDIA Might Be the Only One Smiling

…His coverage focuses on the corporate strategies and technological roadmaps of industry giants like TSMC, NVIDIA, Samsung, and Intel. Zuhair's expertise lies in deconstructing complex topics such as fabrication nodes (e…

Apr 3, 2026 · Muhammad Zuhair

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You Pay $3,000+ for NVIDIA’s RTX 5090… and Amazon Delivers Rocks and a Towel Instead; A Costly Reminder That High-End GPUs Are Scam Targets Right Now

…His coverage focuses on the corporate strategies and technological roadmaps of industry giants like TSMC, NVIDIA, Samsung, and Intel. Zuhair's expertise lies in deconstructing complex topics such as fabrication nodes (e…

Jan 24, 2026 · Muhammad Zuhair

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NVIDIA Has Sold Over Three Million Blackwell AI GPUs This Year, Expects to Hit A Whopping $1 Trillion in Revenue by 2027

…His coverage focuses on the corporate strategies and technological roadmaps of industry giants like TSMC, NVIDIA, Samsung, and Intel. Zuhair's expertise lies in deconstructing complex topics such as fabrication nodes (e…

Mar 18, 2025 · Muhammad Zuhair

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NVIDIA's Rubin Ultra Reportedly Scaled Back to Dual-Die Design, Instead of the Ambitious Four-Die One, Amid Supply Chain Concerns

…His coverage focuses on the corporate strategies and technological roadmaps of industry giants like TSMC, NVIDIA, Samsung, and Intel. Zuhair's expertise lies in deconstructing complex topics such as fabrication nodes (e…

Apr 1, 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

…His coverage focuses on the corporate strategies and technological roadmaps of industry giants like TSMC, NVIDIA, Samsung, and Intel. Zuhair's expertise lies in deconstructing complex topics such as fabrication nodes (e…

Jan 8, 2026 · Muhammad Zuhair

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"Like Selling Nuclear Weapons to North Korea": Anthropic CEO Dario Amodei Blasts U.S. Decision to Approve NVIDIA's H200 AI Chip Exports to China

…His coverage focuses on the corporate strategies and technological roadmaps of industry giants like TSMC, NVIDIA, Samsung, and Intel. Zuhair's expertise lies in deconstructing complex topics such as fabrication nodes (e…

Jan 20, 2026 · Muhammad Zuhair

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

…His coverage focuses on the corporate strategies and technological roadmaps of industry giants like TSMC, NVIDIA, Samsung, and Intel. Zuhair's expertise lies in deconstructing complex topics such as fabrication nodes (e…

Mar 18, 2026 · Muhammad Zuhair

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NVIDIA CEO Pushes Back on “Shift” Narrative, Saying the U.S. Chip Production Target Requires TSMC to Add More Capacity, Rather Than Abandoning Taiwan

…His coverage focuses on the corporate strategies and technological roadmaps of industry giants like TSMC, NVIDIA, Samsung, and Intel. Zuhair's expertise lies in deconstructing complex topics such as fabrication nodes (e…

Jan 29, 2026 · Muhammad Zuhair

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

…His coverage focuses on the corporate strategies and technological roadmaps of industry giants like TSMC, NVIDIA, Samsung, and Intel. Zuhair's expertise lies in deconstructing complex topics such as fabrication nodes (e…

Jan 7, 2026 · Muhammad Zuhair

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Samsung's Memory Production To See A "Measly" 5% Increase Despite Exploding Demand, Leaving Customers Stuck In A Severe Bottleneck

…His coverage focuses on the corporate strategies and technological roadmaps of industry giants like TSMC, NVIDIA, Samsung, and Intel. Zuhair's expertise lies in deconstructing complex topics such as fabrication nodes (e…

Jan 16, 2026 · Muhammad Zuhair