Category: AI Agents & Supercomputing
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Why Linux on an RTX Spark Laptop Is a Warning Shot
A developer put Linux on an RTX Spark laptop to skip a Microsoft account. The real story is about ownership, friction, and where PC computing is headed.
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MintNeuro’s $5M Bet: Shrinking Neural Chips for Implants
MintNeuro raised $5M to scale its chip platform for neural devices, betting compact, low-power silicon can make brain implants practical and affordable.
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GlobalFoundries’ $5B Bet: Why Mature Chips Still Matter
GlobalFoundries doubles its US investment to $5 billion, betting that mature-node chips powering cars and factories remain critical to the AI boom.
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TSMC Stock by 2030: Reading the Silicon Giant’s Long Game
A grounded look at where Taiwan Semiconductor could stand by 2030, from AI demand and advanced nodes to the risks behind the bullish $1,000 prediction.
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TSMC in 2030: What a $1,000 Bet Really Hinges On
A $1,000 TSMC bet by 2030 hinges on AI demand, node leadership, and Taiwan risk. We break down the realistic bull and bear cases.
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TSMC Stake Sale Shows AI Trade Entering New Phase
A fund’s TSMC stock sale offers a window into how investors are repositioning as the AI trade matures and chip demand forecasts get harder.
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TSMC Stake Sale Reveals Quiet Shift in Chip Investing
A $TSM stake sale by TB Alternative Assets hints at how investors are rethinking semiconductor exposure as AI demand reshapes chipmaking economics.
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Intel’s Razor Lake AX: Robotics Takes Center Stage
Intel’s Razor Lake AX robotics SoC lands in 2028, signaling a serious push into embodied AI and physical machines beyond the data center.
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Taiwan Moves to Criminalize Nvidia Chip Smuggling to China
Taiwan is drafting criminal penalties for smuggling Nvidia AI chips to China, closing a legal gray zone as export controls tighten across Asia.
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TSMC Can’t Keep Up With AI Demand: What It Means
TSMC says AI chip demand still outpaces supply. We break down what the shortage means for Nvidia, chip stocks, and the broader AI buildout.