https://sudonull.com/chips-1000-times-faster-magnetic-switch-from-the-university-of-tokyo
Scientists at the University of Tokyo have created a magnetic switch that accelerates chips 1000 times without overheating. Learn how this will change the AI industry and data centers.
https://sudonull.com/photonic-chips-will-save-the-internet-from-the-energy-crisis-eu-analysis
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https://sudonull.com/casimir-chips-12m-for-quantum-energy
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https://sudonull.com/50-000-x-chips-elon-musk-switches-to-self-developed-ai-chips
Elon Musk deploys 50,000 of his own AI chips on X servers to accelerate Grok. Why this is an admission of defeat in the infrastructure race and how the market will change. Read the analysis.
https://sudonull.com/japan-invests-1-billion-in-mass-production-of-2nm-chips
The Japanese government allocated $943 million to Rapidus for the transition to mass production of 2nm microchips. Learn how government support is changing the balance of power in the semiconductor race.
https://ymaho.com/biden-2-5-billion-on-us-chips-chips-act-and-china
Analysis of the new $2.5 billion CHIPS Act package: factories in Ohio and Texas, hidden support for Nvidia, political context, and quantum lend-lease against China. Read the details.
https://ymaho.com/intel-and-qualcomm-stocks-growth-on-chips-and-contracts
Analysis of the reasons for the rally of Intel and Qualcomm stocks in May 2026: Apple agreement, AI contracts and a new CPU supercycle. Find out who wins and how to profit from it.
https://ymaho.com/nvidia-shares-hit-all-time-high-ai-chips-rubin-ultra
Nvidia shares rose 5% to $3.1 trillion after announcement of Rubin Ultra chips and Vera CPU. Analysis of drivers, risks, and forecast. Read more.
https://ymaho.com/broadcom-jumped-11-analysis-of-demand-for-data-center-chips
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https://ymaho.com/neuralink-robot-automatic-chip-implantation-into-the-brain
Neuralink introduced a robot that implants chips into the brain in 20 minutes without opening the membrane. Learn how the technology is changing neurosurgery and the BCI market.
https://ymaho.com/bitcoin-and-resource-scarcity-a-new-role-for-cryptocurrency
How the Shortage of Energy and Chips Makes Bitcoin an Attractive Asset. Find Out Why Investors Are Changing Their View on BTC.
https://ymaho.com/cerebras-ipo-at-185-betting-on-inference-against-nvidia
Cerebras raised IPO price to $185 amid 20x oversubscription. Find out why investors are betting on AI inference chips and what the risk is. Analysis.
https://ymaho.com/nvidia-record-revenue-81-6-billion-ai-boom-analysis-and-risks
NVIDIA reported record revenue of $81.6 billion (+85%). We analyze the reasons for growth, hidden risks of customer concentration, margin decline, and stock forecast. Read details.
https://ymaho.com/apple-bought-rivos-for-2-9-billion-a-blow-to-nvidia-and-meta
Apple closed the deal to buy AI chip maker Rivos for $2.9 billion. Why this is a strategic blow to Nvidia and Meta — analysis of insights. Read the details.
https://ymaho.com/nvidia-stock-drop-of-8-causes-and-analysis
Nvidia shares fell 8% after the report. Analysis of real reasons, impact on the AI market, forecasts and hidden factors. Read details.
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