Search Intelligence

“US export rules block Nvidia from selling its top GPUs directly to ByteDance, yet Nvidia holds a $3.5B stake in a chipmaker now reportedly negotiating to supply ByteDance with custom silicon built to plug into Nvidia-designed infrastructure.”

“MediaTek is throwing 4.55GHz desktop-level clocks at a smartphone chip, which practically guarantees these flagship devices will spend most of their operational life heavily thermal throttling.”

“Buying billions in partner debt to secure interconnect dominance is exactly what hardware monopolies are built on.”