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Between May 15 and May 18, 2026, NVIDIA’s Ian Buck hand-delivered the first production Vera CPU systems to Anthropic, OpenAI, and SpaceX AI on Friday, followed by Oracle Cloud Infrastructure on Monday. It was a literal white-glove launch — a vice president walking server boxes into customer lobbies with a screwdriver in his pocket. The…
Read MoreThe global graphics processing market has hit another wall. Reports emerging from upstream semiconductor supply channels confirm that Nvidia implemented a $300 USD wholesale price adjustment for its flagship GeForce RTX 5090 and the China-market variant RTX 5090D V2, effective May 13, 2026. This wholesale increment directly impacts Add-In Card (AIC) board partners, including tier-one…
Read MoreFor more than two decades, buying a server meant buying Intel. It was less a decision than a default — a reflex baked into procurement checklists, vendor relationships, and enterprise software licensing. Intel’s Xeon processors controlled more than 99% of the server CPU market for much of the 2000s and 2010s, generating operating margins estimated…
Read MoreWhile the AI super-cycle keeps DRAM, HBM, and 3D TLC NAND in the headlines, a quieter — and arguably more violent — squeeze is unfolding in the corner of the memory market that almost nobody outside of embedded design houses talks about: planar 2D NAND, especially MLC and SLC. Prices on some part numbers are…
Read MoreA practical hardware guide for anyone evaluating on-device AI in 2026 — whether you manage IT for a company or are simply curious about running your own private AI assistant. Open-source AI agents have had a remarkable few months. OpenClaw, the autonomous agent created by developer Peter Steinberger, went from a hobbyist GitHub project (first…
Read MoreIf you’ve tried to buy a server CPU lately, you’ve probably noticed something alarming: prices are up, lead times are stretching into months, and the chips you need might simply be unavailable. This isn’t a supply chain hiccup or a temporary logistics snag. It’s the direct result of a seismic shift happening inside the world’s…
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