TSMC Drops 18-Month AI Chip Crunch Reality Check
TSMC says the GPU shortage lasts another 18 months. AI startups are screwed, Big Tech is hoarding silicon, and your GPT-5 dreams just got postponed.
Tagged: ai-infrastructure
AMD Just Punched Nvidia in the Mouth
AMD's MI300X benchmarks show 30% better performance than Nvidia's H100. The AI hardware monopoly might finally be cracking.