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US–China Technology Restrictions: Overview and Trade Impact

US–China Technology Restrictions: Overview and ...

Executive Summary The United States announced new export controls on advanced computing, semiconductor manufacturing, and related supply chains, alongside changes to the “unverified list.” Together, these actions are designed to...

US–China Technology Restrictions: Overview and ...

Executive Summary The United States announced new export controls on advanced computing, semiconductor manufacturing, and related supply chains, alongside changes to the “unverified list.” Together, these actions are designed to...

Twitch Cost Cuts Drive Creators Toward YouTube

Twitch Cost Cuts Drive Creators Toward YouTube

Context: Monetization, Bitrates, and Cost Claims One large live-video platform recently moved from a 70/30 to a 50/50 revenue split for top creators (earnings above $100,000 annually) and began capping...

Twitch Cost Cuts Drive Creators Toward YouTube

Context: Monetization, Bitrates, and Cost Claims One large live-video platform recently moved from a 70/30 to a 50/50 revenue split for top creators (earnings above $100,000 annually) and began capping...

Wafer Equipment Spending Scenarios for 2023–2025

Wafer Equipment Spending Scenarios for 2023–2025

Key Takeaways Wafer fab equipment (WFE) spending is rolling over faster than headline estimates suggest; 2022 is likely flat to slightly down year over year, with a sharper decline in...

Wafer Equipment Spending Scenarios for 2023–2025

Key Takeaways Wafer fab equipment (WFE) spending is rolling over faster than headline estimates suggest; 2022 is likely flat to slightly down year over year, with a sharper decline in...

Ada Lovelace vs RDNA 3: Cost Structure Comparison

Ada Lovelace vs RDNA 3: Cost Structure Comparison

Performance Snapshot Nvidia’s Ada Lovelace GPUs deliver substantial gains: roughly 2–4× in next-gen titles emphasizing ray tracing and AI rendering, and ~1.5–1.7× in traditional rasterization versus prior generation. These uplifts,...

Ada Lovelace vs RDNA 3: Cost Structure Comparison

Performance Snapshot Nvidia’s Ada Lovelace GPUs deliver substantial gains: roughly 2–4× in next-gen titles emphasizing ray tracing and AI rendering, and ~1.5–1.7× in traditional rasterization versus prior generation. These uplifts,...

RISC-V as Standard for Non-user-facing Functions

RISC-V as Standard for Non-user-facing Functions

Overview RISC-V adoption is accelerating across embedded and accelerator control domains where cores are not directly exposed to the operating system. In recent mobile SoCs, numerous auxiliary cores handle power...

RISC-V as Standard for Non-user-facing Functions

Overview RISC-V adoption is accelerating across embedded and accelerator control domains where cores are not directly exposed to the operating system. In recent mobile SoCs, numerous auxiliary cores handle power...

Comparing Meta’s AI Hardware Approach with NVIDIA’s Platform Strategy

Comparing Meta’s AI Hardware Approach with NVID...

Scaling Pressure: FLOPs vs. Data Movement AI training workloads are hitting limits where compute scales faster than memory and network bandwidth. A major operator outlined the implication for cluster power:...

Comparing Meta’s AI Hardware Approach with NVID...

Scaling Pressure: FLOPs vs. Data Movement AI training workloads are hitting limits where compute scales faster than memory and network bandwidth. A major operator outlined the implication for cluster power:...