Category: Hardware & Silicon
In-depth analyses mapping the foundational vectors of technological progress. This category explores critical shifts in semiconductor design, silicon manufacturing, hardware architecture, and supply chain dynamics that are shaping the future of computing.
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NVIDIA Rubin CPX: GDDR7 Prefill Offload Reshapes TCO
NVIDIA Rubin CPX moves prefill to a GDDR7-backed accelerator, disaggregating inference to cut HBM exposure, densify liquid-cooled racks, and improve…
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Quantum subsurface radar moves from lab to field
Quantum subsurface radar is leaving the lab and entering real field trials, promising cleaner maps at the same power when…
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iPhone 17 camera and security shift
iPhone 17 camera is the headline change this cycle, backed by a quieter but consequential security shift called Memory Integrity…
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Tensor G5 puts Gemini on‑device in Google’s Pixel 10
Tensor G5 anchors Google’s assistant‑first Pixel 10, bringing more of Gemini’s intelligence directly onto the phone for instant, private, and…
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NVIDIA’s AI Networking Playbook: From Scale-Across to Low-Latency Stacks
AI performance is no longer just about the GPU; it’s increasingly limited by the network. Recognizing this, NVIDIA has released…
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Denser On-Prem AI Hardware: How Blades + NVMe Redefine Racks, Power, and Cooling
Denser on-prem AI hardware is collapsing the data center footprint and widening the I/O firehose, forcing organizations to completely rethink…
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Quantum-Enhanced Subsurface Radar: From Lab Bench to Field Trials
Introduction Quantum-enhanced subsurface radar has moved from theoretical ideas to working prototypes with a clear path to field trials. Lab…
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Hot Chips 2025 Accelerator Shift: Reasoning, Memory, and Integration
At Hot Chips 2025, Google, AMD, and NVIDIA each presented new accelerator designs. For data‑center architects, the signal was less…
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The Hardening of the AI Infrastructure Stack
Executive Summary Performance leadership will hinge on end-to-end bandwidth orchestration—within packages and across racks—rather than peak FLOPs. The hardened stack…