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Local AI May 26, 2026

Open Source AI Wins: Five Frontier Models Ship in 30 Days

DeepSeek V4, Cohere Command A+, ZAYA1-8B, and NVIDIA Nemotron 3 mark the busiest month for open-weight AI ever.

Analysis Apr 1, 2026

AI Is Eating Your CPU: How the Chip Shortage Hits Consumers

TSMC is prioritizing AI chips over everything else. Intel and AMD CPUs now have 6-month lead times, and your next PC will cost more.

Analysis Mar 24, 2026

AMD Lands $60B Meta Deal as MI450 Chip Takes Aim at NVIDIA

AMD's 6GW data center agreement with Meta represents the largest challenge yet to NVIDIA's AI chip dominance

Analysis Mar 8, 2026

Nvidia and AMD Bet $500M on Light: Ayar Labs to Replace AI's Copper Bottleneck

The chip rivals jointly backed a photonics startup that promises 20x better performance per watt. Volume production targets 2028 AI systems.

Analysis Mar 7, 2026

Trump's Own Commerce Department Drafts 'Diffusion 2.0' Global AI Chip Controls He Already Killed

Draft regulations would require government approval for nearly all Nvidia and AMD chip exports worldwide - echoing Biden rules Trump rescinded just months ago.

Analysis Feb 25, 2026

Meta's $100B AMD Deal: Breaking Free from Nvidia to Chase 'Personal Superintelligence'

Meta commits up to $100 billion to AMD chips over five years, gaining a 10% stake option and reducing Nvidia dependence as Zuckerberg pursues AI for everyone

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