31 articles · newest first
The earnings numbers show real momentum for AMD in AI data centers — the RX 9070 XT vs RTX 5060 Ti benchmarks tell a very different story.
Ravi Malhotra · 5d ago · 7 min
A memory chip shortage just forced Nvidia to do something it usually avoids: pass the bill straight to its biggest customers.
Ravi Malhotra · Aug 23 · 6 min
somewhere between the memory shortage and the markup, Nvidia's flagship broke pricing so badly that skipping the DIY build is the actual smart move
Ravi Malhotra · Aug 22 · 7 min
the 30-year Treasury hit its highest yield since 2007 on August 18, and the stocks that actually cratered were the memory makers, not the AI chip leader everyone worries about.
Lena Fischer · Aug 21 · 7 min
The RTX 5060 Ti 16GB launched $120 under the RTX 5070 to win on value. This week, several retailers have that flipped completely.
Ravi Malhotra · Aug 19 · 7 min
the 16GB version is up 88% since launch. the 8GB version barely moved. here's the real math if you're buying for local AI, not just gaming.
Ravi Malhotra · Aug 16 · 7 min
UBS thinks Nvidia will beat its own guidance by billions when it reports August 26, driven by Rubin GPUs ramping faster than anyone expected.
Lena Fischer · Aug 15 · 6 min
Nvidia's mid-range GPU is up 36% in two months — here's whether it still makes sense for running models at home, or if $900 changes the answer entirely.
Ravi Malhotra · Aug 15 · 6 min
The RTX PRO 6000 nearly doubled in eight months. Here's what your money actually buys against every real alternative for running big models at home.
Ravi Malhotra · Aug 14 · 8 min
Nvidia's trading at its cheapest valuation in a decade. Meanwhile the price of renting a GPU by the hour nearly doubled. Both are true at once.
Ravi Malhotra · Aug 13 · 7 min
six of the biggest names in finance just agreed to lend against Nvidia's GPUs. Nvidia is personally covering the loss if those chips turn out to be worth less than expected.
Lena Fischer · Aug 13 · 7 min
MSI just told investors gaming hardware prices are rising 15 to 30% this year, and the actual culprit is a DRAM shortage AI datacenters are causing, not GPU chips themselves.
Ravi Malhotra · Aug 13 · 6 min
Everyone benchmarks FPS. Nobody warns you that Nvidia's own control panel is the thing you'll actually resent.
Ravi Malhotra · Aug 13 · 6 min
Nemotron 3.5 Lightning is a 30-billion-parameter model with only about 3 billion active per token — Nvidia says that's why it runs up to 4x faster than comparable open models on a single consumer GPU.
Ravi Malhotra · Aug 13 · 7 min
Jensen Huang called it 'the GPT moment for graphics.' Everyone with an RTX 40 card or older just got told to wait.
Diego Santos · Aug 11 · 7 min
For four days in Texas you could buy an RTX 5090 at launch price. This week, Newegg's median RTX 5070 costs $240 more than it did in June.
Nadia Rahman · Aug 11 · 6 min
The card was reportedly finished and sitting with board partners — and Nvidia shelved the whole Super lineup anyway.
Ravi Malhotra · Aug 9 · 7 min
cuFile lets a GPU pull data straight off an SSD in microseconds, skipping the CPU hop that's been quietly starving AI training jobs of work to do.
Lena Fischer · Aug 7 · 7 min
Owners with decade-old GTX cards still running fine say the real lifespan number isn't what upgrade-cycle marketing wants you to believe.
Ravi Malhotra · Aug 7 · 6 min
QuakeCon 2026 is, right now, the one place on the planet where Nvidia's flagship still costs what it said on the box.
Nadia Rahman · Aug 7 · 6 min
AMD finalized this price increase weeks ago and sat on it, waiting to see if Nvidia would take the backlash first. Now that Nvidia's moved, so has AMD.
Nadia Rahman · Aug 6 · 6 min
GDDR7 modules and TSMC wafer costs just pushed every RTX 50 card higher this week — but the ugliest number isn't the one everyone's quoting.
Ravi Malhotra · Aug 4 · 6 min
A new open-source physics engine lets Nvidia GPUs simulate thousands of surgical robot training runs in parallel — and hospitals, not gamers, are the ones lining up to use it.
Lena Fischer · Aug 4 · 7 min
South Korea is the canary. TSMC wafer costs and $20 memory chips just pushed the RTX 5090 to 2.5x its sticker price — here's the actual buy-or-skip math for running AI models at home.
Ravi Malhotra · Aug 4 · 8 min
Same 16GB of VRAM, wildly different price and software maturity in August 2026 — I ran the actual numbers.
Ravi Malhotra · Aug 4 · 6 min
A third price hike in one year is reportedly coming for the RTX 50 series — and if you're buying VRAM for local AI, not frame rates, the calculation isn't the same as 'wait for a sale.'
Ravi Malhotra · Aug 4 · 7 min
It launched at $249 promising a fresh budget option. A few months later, a used RTX 3070 for about the same money makes it a hard sell.
Ravi Malhotra · Aug 3 · 6 min
MSI and Colorful just repriced their RTX 5070 Ti cards in China, and the increase traces straight back to memory costs squeezed by AI server demand.
Ravi Malhotra · Aug 3 · 6 min
the 5080 Super, 5070 Ti Super and 5070 Super are reportedly built, boxed, and sitting at board partners — Nvidia just won't let anyone sell them yet.
Ravi Malhotra · Aug 2 · 6 min
Kimi K3 is free to download, runs about 70% cheaper than Claude per token, and it just proved open-weight AI doesn't mean second-rate anymore.
Lena Fischer · Aug 1 · 7 min
A $299 budget GPU got $75 pricier in 72 hours flat. Here's the actual chain of events, and the honest call on buying now versus waiting.
Ravi Malhotra · Aug 1 · 7 min