Hardware, platforms, and the primitives that change what’s possible.
Every story in this section must answer three things: what changed, who pays, and which second-order effect matters next.
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INTELAR · Field photography · Curated for the Technology desk.
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Microsoft, Oracle, Meta, and Crusoe at 191,000 units committed. ROCm 7, the TSMC commitment, and the inference-versus-training split.
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2.1 million accelerators on one Iowa campus, the Gemini 3 training runs that landed there, and the JAX-versus-PyTorch ecosystem split.
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A field study of 612,000 Blackwell units shipped in Q1 2026 — hyperscalers, neoclouds, enterprise direct, and the secondary-market response.
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256GB unified memory, 76 TOPS NPU, and the Fortune 500 pilots that mark the first workstation-class on-device LLM inference at scale.
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Four systems shipped to TSMC, Intel, Samsung, and Imec. The technical issues, the export-control posture, and the timeline for sub-2nm nodes.
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Wafer-start data, named anchor customers, and the H2 2026 GPU pricing curve at TSMC's most consequential leading-node ramp.
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The most important Apple Intelligence launch is not a feature. It is a private inference topology hiding in plain sight.
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What changed when Fastly pivots to private inference, in under five minutes.
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A short argument on Cloudflare and private inference — from someone who would rather be wrong than vague.
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The market is missing the point about Sony and private inference. Here is the read.
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The market is missing the point about Arm and private inference. Here is the read.
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The market is missing the point about AMD and private inference. Here is the read.
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A tested review of TSMC’s private inference, with the price and the failure modes named.
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A working-level account of Qualcomm and private inference. What you only learn from the desk that ships it.
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The short version: Samsung pivots to private inference, and the second-order effects begin this quarter.
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The full scorecard on Apple’s private inference — strengths, weak edges, and where to push back in procurement.
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A working-level account of Starlink and private inference. What you only learn from the desk that ships it.
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The full scorecard on SpaceX’s private inference — strengths, weak edges, and where to push back in procurement.
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The reason Palantir standardizes on private inference is not the reason their press team gave. The numbers tell a colder story.
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A briefing on what Anduril just did to private inference — and who pays for it.
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The market is missing the point about Rivian and private inference. Here is the read.
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The reason Tesla standardizes on private inference is not the reason their press team gave. The numbers tell a colder story.
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The reason Akamai standardizes on private inference is not the reason their press team gave. The numbers tell a colder story.
INTELAR · Field photography
Cloudflare standardizing on private inference is the unfashionable view that is about to be right.
INTELAR · Field photography
The short version: Sony standardizes on private inference, and the second-order effects begin this quarter.
INTELAR · Field photography
Arm standardizing on private inference is the unfashionable view that is about to be right.
INTELAR · Field photography
The short version: Intel standardizes on private inference, and the second-order effects begin this quarter.
INTELAR · Field photography
The reason TSMC standardizes on private inference is not the reason their press team gave. The numbers tell a colder story.
INTELAR · Field photography
Twelve months of buyer data on Samsung and private inference. The pattern is sharper than the press notes suggest.
INTELAR · Field photography
The reason Apple standardizes on private inference is not the reason their press team gave. The numbers tell a colder story.
INTELAR · Field photography
A briefing on what Starlink just did to private inference — and who pays for it.
INTELAR · Field photography
Twelve months of buyer data on Palantir and private inference. The pattern is sharper than the press notes suggest.
INTELAR · Field photography
A briefing on what Anduril just did to private inference — and who pays for it.
INTELAR · Field photography
A structural read on why Rivian overhauling private inference — and what the next twelve months reprice.
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The reason Tesla overhauls private inference is not the reason their press team gave. The numbers tell a colder story.
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What changed when Akamai overhauls private inference, in under five minutes.
131 stories filed in Technology. 95 more in the archive.