Archive

Year: 2026

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Nvidia’s AI CPU Push Threatens Intel and AMD

Meta's new AI agent rocketed to the top of the App Store in just ten days, and the computing resources it consumes behind the scenes reveal a quiet battle reshaping which semiconductor companies actually…

Dr. Robert Castellano · 1 week ago

Why Higher Rates Are Becoming NVIDIA’s Biggest Threat

A single quarter-point rate hike just wiped out hundreds of billions in NVIDIA's market value, and the forces behind that move are only getting more entangled with the AI buildout's financing structure.

Omor Ibne Ehsan · 1 week ago