wired.com

The Nvidia Shield TV Is 7 Years Old. It Just Got a $100 Price Hike

The price of anything with memory is skyrocketing thanks to AI. Aging streaming devices are no exception.

wired.com

Apple Mac Mini M6 and Mac Studio M5 Ultra: Specs, Price, Release Date

Both include new chips optimized for AI, with the M6 Mac Mini getting a $200 price bump.

ai-supremacy.com

AI Things, Bits and Bites

Nvidia makes a rather outrageous claim that AI factory compute is becoming an investable asset. It's a $500 Billion third-party financing gig. Nvidia has cash to spare and will backstop up to $125 billion, or 25% of the potential deals.

notboring.co

Weekly Dose of Optimism #205

All of which means that Elon seems to be going after ASML and TSMC at the same time by building a particle accelerator. Now that's vertical integration.

dwarkesh.com

Jensen Huang – TPU competition, why we should sell chips to China, & Nvidia’s supply chain moat

In the end, something has to transform electrons to tokens. The transformation of electrons to tokens and making those tokens more valuable over time is hard to completely commoditize.

ai-supremacy.com

Mythos, BigAI, Datacenters and Bottlenecks

Helium is as far as the Iran War and the semiconductor supply chain goes: as close to a "fundamental physical constraint" as we can get.

wired.com

Arm Is Now Making Its Own Chips

The chip design firm says Meta, OpenAI, Cerebras, and Cloudflare are among the first customers of its new artificial intelligence hardware.