4 articles
The November 2025 US trade deficit just hit a 34-year high, jumping 95% in a single month. Mainstream analysis blames consumer spending, but the data reveals a massive corporate 'bank run' on AI hardware.
NVIDIA isn't waiting for the Rubin generation. The Blackwell Ultra (B300) is arriving with a 288GB HBM3e upgrade, locking hyperscalers into a permanent CapEx cycle just to stay competitive.
With a reported training cost of just $5.6M, DeepSeek-V3 isn't just a GPT-4o competitor - it's an economic indictment of the closed-source model. Here is how MLA and MoE architectures are rewriting the rules of intelligence.
Google is breaking its 'Walled Garden' rule by selling TPUs directly to Meta and Apple. This breakdown covers the Trillium OCS architecture, the Meta deal, and why this shift threatens Nvidia's monopoly.