#semiconductors

AI Hardware

Nvidia's Asian Supply Chain Exposure Hits 90% - A Looming Bottleneck?

Nvidia's production costs are now overwhelmingly tied to Asian supply chains, a dramatic leap that could create significant headwinds for the AI giant. This seismic shift is driven by both its established data center hardware and its rapidly expanding physical AI ambitions.

AI Hardware

From Wafer to Weights: The Brutal Physics of Building AI Chips

A silicon wafer spins at 1,500 RPM under a plasma storm. That's where AI dreams turn real. But luck with GPUs won't last forever.