Category

Hardware & Devices

Phones, laptops, chips, robotics, EVs.

Hardware & Devices covers the silicon and the physical products it ships in. AI accelerators from Nvidia, AMD, Intel, and the custom silicon coming out of the hyperscalers. Smartphones, laptops, wearables, and the AR/VR category that keeps trying to break out. Robotics, autonomous vehicles, drones, and the industrial-automation push.

We track the supply chain too: TSMC, Samsung Foundry, ASML, packaging capacity, and the geopolitics of where chips get fabbed and assembled. Hardware launches get covered for what they signal about roadmaps and margins, not just spec-sheet upgrades.

Maya Iverson covers chips and AI accelerators. The full team weighs in on the rest of the hardware stack as launches and earnings warrant.

Marvell Jumped 21% After Jensen Called It the Next Trillion-Dollar Company

Marvell shares popped 21% after Nvidia CEO Jensen Huang singled it out onstage at Computex Taipei. The custom-silicon connection between the two is the part worth reading carefully.

Maya Iverson

Nvidia's New Vera CPU Targets Agent Workloads at 88 Cores and 1.2 TB/s

Jensen Huang unveiled Vera at GTC Taipei on June 1. It is Nvidia's first CPU purpose-built for AI agent workloads, with 88 custom Arm cores and 1.2 TB/s of memory bandwidth.

Maya Iverson

Lenovo Hit a Record $21.6B in Q4. AI Server Revenue Jumped 84%.

Lenovo posted record Q4 revenue of $21.6 billion, AI revenue grew 84%, and the stock has more than doubled in May. AI hardware demand is spreading past the hyperscalers.

Maya Iverson

Micron Hit a $1 Trillion Market Cap. Memory Is the AI Bottleneck Now.

Micron shares jumped about 18% to push its market cap to $1 trillion, as HBM demand for AI accelerators reprices the memory business.

Maya Iverson

Blackwell, Explained: Nvidia's Current-Generation AI GPU Architecture

Blackwell is the GPU architecture behind Nvidia's B200, GB200, and Blackwell 300 chips that now drive most of its data-center revenue. Here is what is in it and why it matters.

Maya Iverson

Samsung's 18-Day Strike Starts Today. Memory Chip Supply for AI Servers Is in the Crosshairs.

Samsung union begins an 18-day strike May 21 with 45,000 workers. Memory chip production for AI data centers, smartphones, and laptops faces disruption.

Maya Iverson

Photonic's $75M Series C Is a Bet on Quantum Networking at Interconnect Scale

Photonic raised $75M Series C for quantum networking infrastructure. The company targets the photonics fabric that links quantum computers together, an underbet category.

Maya Iverson

Marvell's $540M Buy of XConn Is About the AI Interconnect Bottleneck

Marvell is acquiring XConn Technologies for $540M to bolster high-performance interconnect. Why interconnect is becoming the next AI infrastructure constraint.

Maya Iverson

China's Hanyuan-2 Is the First Dual-Core Neutral-Atom Quantum Computer

CAS Cold Atom launched Hanyuan-2, a 200-qubit dual-core neutral-atom quantum computer. The architecture matters more than the qubit count.

Maya Iverson

Apple Quietly Hedges Its Bet on TSMC

Apple is in early talks with Intel and Samsung to manufacture core device chips in the US — the first real diversification away from TSMC. What is actually on the table.

Maya Iverson