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.
European scientists have proposed replacing electrons with light in data centers. Learn how photonic technologies will reduce AI energy consumption and save the internet. Read the analysis.
Startup Casimir raised $12M for MicroSparc chips to power electronics without batteries. We analyze the real technology behind the loud announcement. Learn more.
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.
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.
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.
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.
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.
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.
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.