Shkreli’s Substack essay, titled “Photonic Computing: The Final AI Hardware Frontier,” lays out a simple thesis: GPUs from Nvidia Corp. (NASDAQ: NVDA) spend roughly 99% of their time doing one thing, ...

Building a PC for video editing used to be a case of just throwing CPU grunt and sticks of RAM at the problem. If you kept adding more processor cores you'd get there eventually. That's changed ...

Nvidia is benefiting from the shift to GPU-accelerated computing and the rapid growth of inference workloads. TSMC plays a crucial role in manufacturing cutting-edge chips required to build the global ...

A new group of cloud firms built for artificial intelligence workloads is drawing large investments and major enterprise clients. One example is a US$2 billion investment by Nvidia in Nebius, a ...

Update, March 20: A Pearl Abyss spokesperson confirmed to us: “At the moment, we do not support Intel Arc.” However, it didn't add any further comment on whether this might change in the future.

TL;DR: In Q4 2025, NVIDIA's graphics card market share surged to 94%, while AMD's share dropped to 5% and Intel remained at 1%. Despite a 36% year-over-year shipment increase, high memory prices, ...

AI tech firms like Microsoft and Alphabet are deeply integrating AI across their products. AI companies' spending on data centers and chips is driving high capex rates. Investors should monitor AI ...