The Hot Take: We need more competition, AMD seems to be very quiet lately and might come out of no where with a beast but they haven't yet. So intel coming back in even to do an Ai bubble grab it still helps us all. Especially when that bubble pops.
Intel's Arc Pro B70 is designed to offer accessible local inference for AI users, delivering more memory at half the price of the competition. Intel Arc Pro B70 vs NVIDIA RTX PRO 4000 Blackwell: 32 GB vs 24 GB, $949 vs $1800, More AI Context, 2x Tokens Per Dollar So we talked about the unveiling of the Intel Arc Pro B70 graphics card in our other post, where we highlighted the specifications, availability, and prices of the product. The B70 is going to be the flagship Pro & AI product from Intel within its Arc Pro stack, and they haveā¦
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By ckasprzak | TkOut | March 27, 2026 |
Hardware
The Hot Take: That's amazing! We need more manufacturers other than TSMC. I still hope they're looking to make a factory States side, so we don't have to rely on the one in S Korea.
Samsung Electronics has reportedly raised the yield of its 2nm wafer foundry process above 60%, a significant jump from around 20% in the second half of 2025. Industry analysts say this improvement not only cuts manufacturing costs but also boosts Samsung's chances of securing new orders.
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The Hot Take: Looks like we're going back to tech silos globally. We still have to address the unfair competition we have domestically more I think anyway.
Russia-based Tramplin Electronics obtains samples of Loongson's LS3C6000 processors with Cyrillic inscriptions, claims these are its own CPUs.
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The Hot Take: ARM wants a piece of that Ai cash pie for sure. I'm wondering how their licensing partners are going to take this.
The chip design firm says Meta, OpenAI, Cerebras, and Cloudflare are among the first customers of its new artificial intelligence hardware.
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The Hot Take: Uh oh, Ai king looks to be in trouble.
U.S. senators Elizabeth Warren (D-Mass.) and Jim Banks (R-Ind.) told Commerce Secretary Howard Lutnick that he should suspend all active export licenses to China for Nvidia AI chips, saying that Nvidia's most advanced AI GPUs are being diverted into the country despite Jensen Huang's assurances.
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The Hot Take: US domestic chip manufacturing appears to be exploding. That's an insane goal, but to bad it's just for his companies.
"Billionaire Elon Musk has announced plans to build a $20 billion chip plant in Austin, Texas" reports a local news station:
Musk announced on Saturday night during a livestream on his social media platform X that the plant, called "Terafab," will be built near Tesla's campus and gigafactory in eastern Travis County. The long-anticipated project is a joint venture between Musk-owned properties Tesla, SpaceX and xAI... The Terafab plant is expected to begin production in 2027.
Musk "has said the semiconductor industry isā¦
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The Hot Take: Green New agenda doesn't fit in with Ai replacement of the plebes for sure. So they push us to Solar & Wind while they get viable power options for a bot?
Microsoft and Nvidia are joining forces to accelerate the construction of nuclear power plants for power-hungry AI data centers. The partnership combines generative AI, digital twin simulation, and Nvidia's Omniverse platform to streamline the nuclear lifecycle from permitting through operations.
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The Hot Take: Nvidia starting to feel the heat of competition and see those $ evaporate as they try other vendors.
Nvidia is preparing to launch a new chip designed to speed up AI responses, breaking with its long-running habit of flogging the same processor for every job.
Nvidia chief executive Jensen Huang is expected to unveil a chip focused on āinferenceā, meaning running models rather than training them.
According to people familiar with the plans for GTC next week, the chip is the first new product to emerge from Decemberās $20bn deal to hire the founders of Groq, a start-up building ālanguage processing unitsā tuned for high-speed answers toā¦
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The Hot Take: Intel doing what it's great at with it's CPUs, software optimizations.
With the introduction of the new Binary Optimization Tool (BOT), Intel is taking a significantly different approach to boosting the performance of modern processors than in the past. While traditional optimizations rely heavily on developers and are determined during the software compilation process, Intel is now focusing on a post-compilation optimization layer based directly on [ā¦]
Source
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The Hot Take: If this proves true ASML better watch out. Their monopoly might come crashing down if they don't get something that competes.
Lace Lithography raised $40 million in Series A funding on Monday to develop a chipmaking tool that uses a helium atom beam instead of light to pattern silicon wafers.
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