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Sandisk's Plan to Remove $300K of DRAM from a Single Storage Server

...and save over 10kW for AI factories using that type of server.

Helping Normalize NVIDIA Vera to AMD EPYC

This is a hotly requested topic, so we help cut through the framing

Qualcomm Dragonfly C1000 and HBC Are Coming

Some thoughts from discussions at Qualcomm Investor Day 2026

Everpure's Array Business Impacted by NAND, but Betting Its Future on a Huge Data Shift

This may be the bigger AI-SaaS shift

HPE is Taking a Diverging Path

At HPE Discover 2026, the stark contrast to Dell Tech World 2026 could not be ignored

Finding a Launch Date for Intel Xeon 7 Diamond Rapids

It is not as much of a mystery as you might think. We can narrow down the potential launch dates

I Attended 6 Big Keynotes Here Are My Thoughts

In the span of a few days, I sat through NVIDIA, Intel, Marvell, Qualcomm, Dell, and Supermicro keynotes

Here is Why the Qualcomm Cloud AI 100 is Not Everywhere

We compared it to common LPDDR options from AMD, NVIDIA, and Apple

The AI Boom is About to Reset Apple

You can see it in the company's changing lineup

The CPU Land Grab is Officially On

Today's Meta and AWS Graviton Deal along with Intel results paint a clear picture

The Low-Hanging AI Compute Fruit: A New PCIe GPU

The market needs this, but where is it?

Arm Dives into Data Center Chips

Here are some quick-reaction thoughts on the impact.

The Rise of Desk-Side AI: Why Employee-Scale Agentic Computing Is Inevitable

Where we are, and what needs to be solved (beyond just saying "security")

NVIDIA's Co-Packaged Optics Switch is Hinting at Something BIG

A fun note from a recent showcase of an engineering sample

Clearwater Questions after Intel's January 2026 Earnings Call

Highly touted, to almost hidden in just three months

The Memory Shortage is Having Another Impact on a Class of AI Workstations

A quick note asking about AMD Ryzen AI Max+ 395 Systems from CES 2026

10,000 Precision Welds and AI Clusters

Engineering for scale deployment is just different

This is Meta's Massive Plan to Recycle DDR4 Memory and Save Huge. Big wins for AMD and Marvell?

We found the prototypes. Every enterprise server vendor needs to offer this.

Intel Cancels its Mainstream Future Xeon: We Go Into the Impacts

A major shift in Intel Diamond Rapids is a sign of the times

With MLPerf Training 5.1 Configurations in Question We Look at the Server CPUs

Taking a CPU-centric look at the MLPerf Training benchmark