The iPhone Duo's best feature isn't the fold, it's the software built around it
Apple's first foldable arrives four years late, and it might be worth the wait
Arm's new Mali G2-Ultra NX GPU adds neural accelerators for sub-1-watt AI graphics on mobile
Arm just showed how deep the agentic AI push goes, down to phone chips and robots
Nvidia's $63 billion stock portfolio is a map of its own supply chain
The chipmaker's 13F filing shows it now owns big pieces of the companies it sells to, builds with, and depends on
The takeaway: Nvidia's latest 13F reveals a $63.4 billion portfolio of US stocks, and it is very lopsided. Intel and SpaceX account for roughly 80% of it. But the filing's most interesting detail is what didn't happen: seven of the eight positions were untouched last quarter, but the portfolio more than tripled in value anyway.
How "tokenomics" might save AI PCs
AI PCs finally have a reason to exist: cutting your company's AI bill
Nvidia may have just built its own hyperscaler without owning a single data center
The neoclouds are burning cash by the billion. Nvidia just lined up the money to keep them building
Why it matters: Nvidia has quietly assembled every piece of a cloud giant, and it doesn't even need to own the buildings. That is the theory making the rounds, and once you see it laid out, the last two years stop looking like a chip company having a very good run and start looking like a plan. The financing arrangement Nvidia signed this month with BlackRock, Goldman Sachs, and four other Wall Street heavyweights, aimed at funneling more than $500 billion of outside capital into AI data centers, would be the last piece clicking into place. Most outlets filed it under the now usual "more AI money" headline, but there is a more interesting read.
License plate readers can now track your phone too, thanks to new surveillance tech
SignalTrace says it doesn't identify people, but experts say that claim doesn't hold up
AMD's Helios rack is finally shipping, and it's coming for Nvidia's AI dominance
AMD claims 20% better performance than Nvidia's Vera CPU with new Epyc chips
Nvidia is challenging 20 years of datacenter CPU design with new Vera chip
Nvidia joins the battle of making the CPU interesting again
The big picture: Nvidia lifted the embargo on its Vera CPU deep dive this week, and the disclosure amounts to a direct challenge to two decades of x86 datacenter design philosophy. This is the most detail the company has shared on the chip since it first appeared on the Rubin roadmap, and it confirms something I have suspected for a while: Nvidia is not treating the CPU as an attach story anymore. It is treating it as a battleground with a lot of potential dollars at play.
Samsung Galaxy Z Fold 8 and Fold 8 Ultra debut with Flex Titanium displays and Snapdragon 8 Gen 5
Samsung keeps refining foldables, but Apple's long anticipated iPhone Fold could get all the credit
HPE is quietly pivoting from servers to networking, and Cisco should be paying attention
HPE focuses on the network side of agentic AI
Qualcomm unveils sweeping AI infrastructure strategy to take on Nvidia in the data center
Qualcomm's bold AI gamble goes far beyond phones
The Real Reason Nvidia Has Abandoned PC Gamers
Nvidia's shift away from PC gaming wasn't driven by AI alone. Slowing GPU gains, rising manufacturing costs, and longer upgrade cycles made gamers a far less attractive business.
Nvidia RTX Spark CPU is now official: "superchip" will power Windows laptops and desktops
Nvidia wants to make your Windows PC an agentic and creator powerhouse
Why it matters: Nvidia just announced what it calls the most efficient PC chip ever built. RTX Spark is a Grace Blackwell system on a chip, 70 billion transistors on TSMC 3nm, with a Blackwell RTX GPU, a 20-core Arm CPU built with MediaTek, and up to 128GB of unified memory. It is purpose-built for agents, and it runs full RTX gaming and creation on the same thin-and-light laptop. It is a genuinely impressive piece of silicon.
Was Ray Tracing a Scam?
Eight years after Nvidia promised ray tracing would revolutionize gaming, most gamers still disable it. So what happened, and did RTX buyers get sold a fantasy instead of the future?
Dell makes its strongest case yet for keeping AI out of the cloud
Dell counts 5,000 enterprise customers for its AI Factory, moving from pitch to proof
This is Why You Won't Buy a Steam Machine in 2026
Valve's Steam Machine was supposed to be an affordable gaming PC for the living room. Rising memory and storage prices have turned that dream into a pricing nightmare.
Google is assembling the pieces for enterprise AI agents, now adoption becomes the challenge
From agent monitoring to cross-cloud data access, Google is trying to solve the barriers to large-scale deployment
If Apple built a $299 "Neo" desktop PC, Windows would have a real problem
The MacBook Neo already rattled the PC industry. Now imagine what Apple could do next
Crystal ball: Let's be clear upfront: there is no Mac Neo desktop. No leak, no supply chain rumor, no analyst note. What follows is conjecture – but conjecture worth taking seriously, because the pieces are sitting right there on Apple's workbench.
Everything is becoming agentic, and we're not fully ready for it
The big picture: If you follow tech news, it's impossible to miss how quickly everything is becoming "agentic." AI agents are being folded into major platforms, operating systems, browsers, and just about every category of software. In many ways, the shift is already tangible.
HP wants your next work PC to be an AI assistant
HP refreshes enterprise PC lineup with AI features, new EliteBooks, and workstations
Arm just changed the rules, building its first-ever CPU and betting big on agentic AI
The AI boom made GPUs king. Arm thinks CPUs are next
I saw DLSS 5 running across multiple games. It's not a face filter.
Ryan Shrout shares hands-on impressions of DLSS 5 as the internet debates Nvidia's AI graphics overhaul
Sounding off: I went hands-on with Nvidia's DLSS 5 across multiple games at GTC and the "it's just a face filter" isn't the right take. The improvements to shadows, water, foliage, clothing, and even a coffee maker in Starfield are just as impressive as the character enhancements. Here are my full impressions including some details on the dual-GPU demo setup and the developer control story that I think matters quite a bit.
The MacBook Neo is a $500 Wake-Up Call for the Entire PC Industry
Apple's $599 MacBook Neo isn't for you. But it might be the most important laptop announcement in years - and the budget Windows market should be paying close attention.
At MWC 2026, the telecom industry pivoted from 5G to AI-powered 6G
Qualcomm, Nvidia, Nokia, and Ericsson are already mapping the infrastructure for the AI-native wireless era
Were We Wrong About Ryzen's Best Feature All Along?
Platform longevity helped define Ryzen's rise, but was it really the secret sauce? As Nova Lake and Zen 6 approach, we revisit AM4 to see how much socket support truly shaped the CPU market.
