Hardware
Breaking the CUDA Monopoly: AMD ROCm for Clinical AI Fine-Tuning
The MedQA project demonstrates that AMD ROCm is becoming a viable, accessible alternative to Nvidia’s CUDA for specialized clinical AI fine-tuning.
Hardware
Hardware
Chips, GPUs, and the silicon underneath
18 articles in this section.
Hardware
AI Power Crisis The Energy Infrastructure Race Is On
AI power consumption is so extreme that energy infrastructure has become the primary constraint on AI development. And the companies who solve this problem first will control the bottleneck that’s stopping everyone else from scaling. The intersection of AI and energy isn’t a side
Hardware
Groq LPU Speed Record The Crack In NVIDIA Monopoly
Groq has set a new speed record for AI inference, and it’s the first crack in NVIDIA’s monopoly. Not because Groq is better than NVIDIA. Because Groq is different, and sometimes “different” is exactly what the market needs. Groq’s LPU (tensor Processing unit) can process large la
Hardware
TSMC 2nm Manufacturing Crisis Delay That Could Stunt AI
TSMC’s 2nm manufacturing delay isn’t just a schedule slip. It’s the kind of delay that could stunt the entire AI industry’s next phase of growth. TSMC has been the world’s most critical semiconductor company for years — and 2nm is supposed to be its greatest achievement. The dela
Hardware
NVIDIA Chip Shortage The Real Scarcity Sowing Chaos
NVIDIA’s chip shortage isn’t about NVIDIA being successful. It’s about the rest of the semiconductor industry being so behind that they can’t catch up to a company that’s been building GPUs for decades. When the world depends on one company for AI compute and that company can’t s
Hardware
The Gigawatt Problem AI Is Eating Power Grids
The worlds most valuable tech companies are sitting in a problem that no amount of code can fix: nobody built enough power plants to run their AI dream. Meta just spent $2.6 billion on electricity. Amazons data centers are bidding on nearly every new power plant in the US. Micros
Hardware
NVIDIA $25B Quarter: A Monopoly at the Peak?
Microsoft is throwing everything at Copilot. Word, Excel, PowerPoint, Teams, Windows, GitHub. It is integrated everywhere. The ambition is clear: Copilot should be the AI layer over every Microsoft product you use. But ambition is not the same as execution. Copilot is still figur
Hardware
AMD Just Pulled Off Its Best GPU Counterattack
AMD just shipped its next-gen AI chip, and it looks like the most credible challenge to NVIDIA GPU dominance we have seen in years. NVIDIA has been sitting on its throne for a long time. Their data center revenue has grown so fast it is almost comical. But AMD MI350 claims to bea