India’s chip demand hits $200B by 2035 as imports surge to $30.3B. Forensic breakdown of what domestic fabs and OSAT packaging lines must absorb to survive.
Silicon & Datacenter Chips
Deep architectural analysis of frontier AI silicon: Nvidia Blackwell/Rubin, Google TPU, Groq LPUs, and packaging technologies.
Apple’s M5 Ultra Mac Studio introduces a quad-die silicon packaging topology delivering 1.2 TB/s of unified memory…
“` We got data centres running on gas before GTA 6 because waiting five to seven years…
TL;DR — The Stargate 5-Gigawatt Breakdown di/dt • Grid Shockwave Force Majeure, Not PR: Oracle served legal…
Google’s Project Suncatcher evaluates deploying Trillium TPUs to orbit. We analyze vacuum heat rejection, proton radiation, and 10 Tbps free-space optical DWDM.
We just got the biggest confirmation on Gemini 4 entering post-training. Inside Google DeepMind’s RLVR pipeline, TPU dogfooding, and October release.
The India-EU AI chip and 6G alliance counters UN existential warnings with 140 GHz sub-THz links, imec 2nm pilot lines, and sovereign RISC-V compute.
Zoho bets on fabless chip design after shelving a $700M fab. Sridhar Vembu reveals how AI EDA cuts tape-out cycles 10x for sovereign Netrasemi 12nm edge silicon.
Xiaomi streamed its $3.5M real-time RL run for MiMo-V2.6. An architectural audit of live cluster telemetry, fatal OOM restarts, GRPO mechanics, and benchmark tops.
Inside Microsoft’s 20-year Constellation PPA to revive Three Mile Island Unit 1: 835 MW baseload, PJM grid economics, substation shockwaves, and FERC hurdles.