Memory
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Apple Updates Mini and Studio, AI Computers, OpenAI Jalapeño
Apple and OpenAI have two completely different hardware announcements; both represent pressure on Nvidia.
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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.
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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.
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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.
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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.
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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.
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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.
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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.