GTC 2026 and the rack that draws a megawatt
New silicon, new interconnect, and an industry where the unit of purchase is a room rather than a card.
#hardware
13 pieces tagged hardware,
from January 3, 2025 to March 9, 2026.
CES 2026: the power supply is the product
Another year of AI in appliances, and one genuine trend hiding underneath: everything is now thermally constrained.
Nvidia's quarter and the question nobody can answer
Another enormous beat, another set of concerns about circular financing. Both facts are real.
OpenAI and Nvidia sign a circular deal
Up to $100 billion of investment tied to gigawatts of deployment. The financing structures are getting interesting.
iPhone 17, the Air, and a modem that finally isn't Qualcomm's
A19 Pro, a very thin phone as a technology demonstrator, and Apple's first in-house cellular modem shipping at scale.
Pixel 10 and the on-device model as a platform feature
Tensor G5 moves to TSMC, and Gemini Nano gets an API surface that third-party apps can actually use.
OpenAI buys a hardware company that hasn't shipped anything
$6.5 billion for io, Jony Ive's design studio. The bet is that the phone is the wrong shape for this.
GTC 2025: a roadmap to 2027 and a warning about power
Blackwell Ultra this year, Rubin next, Feynman after. Nvidia is now publishing a schedule like a foundry.
The Mac lineup now requires a spreadsheet
M4 MacBook Air, M3 Ultra Mac Studio, M4 Max Mac Studio. Apple's chip naming has fully decoupled from chronology.
Grok 3 and the case for buying your way to the frontier
xAI's third model arrives on a cluster built in months. The interesting claim isn't the benchmark, it's the schedule.
The day the market priced in efficiency
Nvidia lost roughly $600 billion of market value in a session. The trigger was a paper about training costs.
CES 2025 was a GPU keynote in a robot costume
RTX 50-series, a desktop supercomputer named DIGITS, and an entire show floor that decided AI is a hardware category now.