Why 2nm Chips Are More Difficult to Manufacture
Every new chip generation is harder than the last, but 2nm-class manufacturing is a particularly steep climb. The industry is
The Race to Build Smaller Semiconductor Nodes
For decades, the chip industry has measured progress by shrinking transistors. Smaller transistors mean more of them on a chip,
Why TSMC Is So Important to the Global AI Industry
Most people have never bought anything with the TSMC name on it. Yet almost every advanced AI chip in the
Why Semiconductor Supply Chains Matter for AI
AI headlines focus on models, chatbots, and data centers. But behind every model is a physical supply chain that has
How Microsoft, Google and Amazon Are Competing for AI Infrastructure
The three biggest cloud providers are fighting the same war on several fronts at once: who has the most capacity,
Why Big Tech Companies Are Building Their Own Data Centers
For most of the cloud era, companies rented data center space from specialists and focused on software. That has changed.
How Apple Is Bringing More AI Processing to Its Devices
While much of the AI industry races to build bigger data centers, Apple has taken a different path: put as
Why NVIDIA Is Expanding Beyond GPUs
NVIDIA built its fortune on the graphics processing unit. But if you read the company’s own announcements today, GPUs are
Why AI Data Centers Need Much More Power
A decade ago, data centers were a rounding error in most countries’ electricity plans. Today, utilities, regulators, and tech companies
Why Meta Needs Massive AI Infrastructure
Meta doesn’t sell cloud computing, and it doesn’t rent out its chips. Yet it is one of the biggest spenders