Memory
-
Memory Chips and China, Microsoft and Chinese Models
The big three memory makers may come to regret opening up the door to Chinese memory makers; Microsoft, meanwhile, is very incentivized to use Chinese models.
-
Apple Price Increases, Apple Intelligence and the E.U.
Apple is (finally) raising prices, but they’re not shipping Siri AI to the E.U.
-
The Inference Shift
Agentic inference is going to be different than the inference we use today, and it will change compute infrastructure because speed won’t matter when humans aren’t involved.
-
Microsoft Earnings, Apple Earnings
Microsoft unveils its new agentic business model, and Apple confronts shortages in memory and chips even as the Mac benefits from AI.
-
MacBook Neo, The (Not-So) Thin MacBook, Apple and Memory
The MacBook Neo was built to be cheap; that it is still good is not only a testament to Apple Silicon, but also the fact that the most important software runs in the cloud.
-
Thin Is In
Thick clients were the dominant form of device throughout the PC and mobile era; in an AI world, however, thin clients make much more sense.
-
Apple Earnings, Supply Chain Speculation, China and Industrial Design
Apple’s earnings could have been higher but the company couldn’t get enough chips; then, once again a new design meant higher sales in China.
-
An Interview with OpenAI CEO Sam Altman About DevDay and the AI Buildout
An interview with OpenAI CEO Sam Altman about the infrastructure buildout, expanding ChatGPT, and the vision that unites it all.