AMD's MI400 disclosure — and the data-center accelerator pricing curve.
Microsoft, Oracle, Meta, and Crusoe at 191,000 units committed. ROCm 7, the TSMC commitment, and the inference-versus-training split.
All 131 stories filed in Technology, newest first.
Microsoft, Oracle, Meta, and Crusoe at 191,000 units committed. ROCm 7, the TSMC commitment, and the inference-versus-training split.
2.1 million accelerators on one Iowa campus, the Gemini 3 training runs that landed there, and the JAX-versus-PyTorch ecosystem split.
A field study of 612,000 Blackwell units shipped in Q1 2026 — hyperscalers, neoclouds, enterprise direct, and the secondary-market response.
256GB unified memory, 76 TOPS NPU, and the Fortune 500 pilots that mark the first workstation-class on-device LLM inference at scale.
Four systems shipped to TSMC, Intel, Samsung, and Imec. The technical issues, the export-control posture, and the timeline for sub-2nm nodes.
Wafer-start data, named anchor customers, and the H2 2026 GPU pricing curve at TSMC's most consequential leading-node ramp.
The most important Apple Intelligence launch is not a feature. It is a private inference topology hiding in plain sight.
INTELAR · Field photography
What changed when Fastly pivots to private inference, in under five minutes.
INTELAR · Field photography
A short argument on Cloudflare and private inference — from someone who would rather be wrong than vague.
INTELAR · Field photography
The market is missing the point about Sony and private inference. Here is the read.
INTELAR · Field photography
The market is missing the point about Arm and private inference. Here is the read.
INTELAR · Field photography
The market is missing the point about AMD and private inference. Here is the read.
INTELAR · Field photography
A tested review of TSMC’s private inference, with the price and the failure modes named.
INTELAR · Field photography
A working-level account of Qualcomm and private inference. What you only learn from the desk that ships it.
INTELAR · Field photography
The short version: Samsung pivots to private inference, and the second-order effects begin this quarter.
INTELAR · Field photography
The full scorecard on Apple’s private inference — strengths, weak edges, and where to push back in procurement.
INTELAR · Field photography
A working-level account of Starlink and private inference. What you only learn from the desk that ships it.
INTELAR · Field photography
The full scorecard on SpaceX’s private inference — strengths, weak edges, and where to push back in procurement.
INTELAR · Field photography
The reason Palantir 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 Anduril just did to private inference — and who pays for it.
INTELAR · Field photography
The market is missing the point about Rivian and private inference. Here is the read.
INTELAR · Field photography
The reason Tesla standardizes on private inference is not the reason their press team gave. The numbers tell a colder story.
INTELAR · Field photography
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.
INTELAR · Field photography
The reason Tesla overhauls private inference is not the reason their press team gave. The numbers tell a colder story.
INTELAR · Field photography
What changed when Akamai overhauls private inference, in under five minutes.
INTELAR · Field photography
From inside the rooms where Cloudflare overhauls private inference. Notes from operators, not analysts.
INTELAR · Field photography
What changed when Arm overhauls private inference, in under five minutes.
INTELAR · Field photography
A working-level account of Qualcomm and private inference. What you only learn from the desk that ships it.
INTELAR · Field photography
A briefing on what Samsung just did to private inference — and who pays for it.
INTELAR · Field photography
A structural read on why Starlink redesigning private inference — and what the next twelve months reprice.
INTELAR · Field photography
The reason Palantir redesigns private inference is not the reason their press team gave. The numbers tell a colder story.
INTELAR · Field photography
Field notes from teams who have already lived through Boston Dynamics redesigning private inference.
INTELAR · Field photography
What changed when Rivian redesigns private inference, in under five minutes.
INTELAR · Field photography
A briefing on what Tesla just did to private inference — and who pays for it.
INTELAR · Field photography
Field notes from teams who have already lived through Sony redesigning private inference.
INTELAR · Field photography
A structural read on why Arm redesigning private inference — and what the next twelve months reprice.
INTELAR · Field photography
AMD redesigning private inference is the unfashionable view that is about to be right.
INTELAR · Field photography
Twelve months of buyer data on Intel and private inference. The pattern is sharper than the press notes suggest.
INTELAR · Field photography
What changed when TSMC redesigns private inference, in under five minutes.
INTELAR · Field photography
The market is missing the point about Qualcomm and private inference. Here is the read.
INTELAR · Field photography
A structural read on why Apple redesigning private inference — and what the next twelve months reprice.
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
What changed when Anduril absorbs private inference, in under five minutes.
INTELAR · Field photography
The reason Rivian absorbs private inference is not the reason their press team gave. The numbers tell a colder story.
INTELAR · Field photography
A structural read on why Tesla absorbing private inference — and what the next twelve months reprice.
INTELAR · Field photography
A first-principles review of Fastly’s private inference. Scored, sourced, and ready for a buyer’s desk.
INTELAR · Field photography
A structural read on why Sony absorbing private inference — and what the next twelve months reprice.
INTELAR · Field photography
A briefing on what Arm just did to private inference — and who pays for it.
INTELAR · Field photography
A working-level account of AMD and private inference. What you only learn from the desk that ships it.
INTELAR · Field photography
A working-level account of Intel and private inference. What you only learn from the desk that ships it.
INTELAR · Field photography
From inside the rooms where TSMC absorbs private inference. Notes from operators, not analysts.
INTELAR · Field photography
What changed when Samsung absorbs private inference, in under five minutes.
INTELAR · Field photography
Twelve months of buyer data on Starlink and private inference. The pattern is sharper than the press notes suggest.
INTELAR · Field photography
What changed when SpaceX consolidates around private inference, in under five minutes.
INTELAR · Field photography
A structural read on why Palantir consolidating around private inference — and what the next twelve months reprice.
INTELAR · Field photography
What changed when Boston Dynamics consolidates around private inference, in under five minutes.
INTELAR · Field photography
A tested review of Rivian’s private inference, with the price and the failure modes named.
INTELAR · Field photography
A structural read on why Tesla consolidating around private inference — and what the next twelve months reprice.
INTELAR · Field photography
A tested review of Akamai’s private inference, with the price and the failure modes named.
INTELAR · Field photography
A working-level account of Cloudflare and private inference. What you only learn from the desk that ships it.
INTELAR · Field photography
What changed when Sony consolidates around private inference, in under five minutes.
INTELAR · Field photography
A short argument on AMD and private inference — from someone who would rather be wrong than vague.
INTELAR · Field photography
What changed when Intel consolidates around private inference, in under five minutes.
INTELAR · Field photography
The market is missing the point about TSMC and private inference. Here is the read.
INTELAR · Field photography
A tested review of Qualcomm’s private inference, with the price and the failure modes named.
INTELAR · Field photography
The reason Samsung consolidates around private inference is not the reason their press team gave. The numbers tell a colder story.
INTELAR · Field photography
The market is missing the point about Apple and private inference. Here is the read.
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 SpaceX and private inference. The pattern is sharper than the press notes suggest.
INTELAR · Field photography
What changed when Palantir retreats from private inference, in under five minutes.
INTELAR · Field photography
Twelve months of buyer data on Anduril and private inference. The pattern is sharper than the press notes suggest.
INTELAR · Field photography
Twelve months of buyer data on Rivian and private inference. The pattern is sharper than the press notes suggest.
INTELAR · Field photography
A first-principles review of Tesla’s private inference. Scored, sourced, and ready for a buyer’s desk.
INTELAR · Field photography
From inside the rooms where Fastly retreats from private inference. Notes from operators, not analysts.
INTELAR · Field photography
From inside the rooms where Akamai retreats from private inference. Notes from operators, not analysts.
INTELAR · Field photography
The short version: Cloudflare retreats from private inference, and the second-order effects begin this quarter.
INTELAR · Field photography
From inside the rooms where Sony retreats from private inference. Notes from operators, not analysts.
INTELAR · Field photography
A working-level account of Arm and private inference. What you only learn from the desk that ships it.
INTELAR · Field photography
A short argument on AMD and private inference — from someone who would rather be wrong than vague.
INTELAR · Field photography
The reason Intel retreats from private inference is not the reason their press team gave. The numbers tell a colder story.
INTELAR · Field photography
The reason TSMC retreats from private inference is not the reason their press team gave. The numbers tell a colder story.
INTELAR · Field photography
The reason Qualcomm retreats from private inference is not the reason their press team gave. The numbers tell a colder story.
INTELAR · Field photography
Samsung retreating from private inference is the unfashionable view that is about to be right.
INTELAR · Field photography
Twelve months of buyer data on Apple and private inference. The pattern is sharper than the press notes suggest.
INTELAR · Field photography
The short version: Starlink ships private inference, and the second-order effects begin this quarter.
INTELAR · Field photography
A working-level account of SpaceX and private inference. What you only learn from the desk that ships it.
INTELAR · Field photography
Field notes from teams who have already lived through Palantir shipping private inference.
INTELAR · Field photography
Field notes from teams who have already lived through Anduril shipping private inference.
INTELAR · Field photography
The full scorecard on Boston Dynamics’s private inference — strengths, weak edges, and where to push back in procurement.
INTELAR · Field photography
A short argument on Rivian and private inference — from someone who would rather be wrong than vague.
INTELAR · Field photography
Field notes from teams who have already lived through Tesla shipping private inference.
INTELAR · Field photography
Fastly shipping private inference is the unfashionable view that is about to be right.
INTELAR · Field photography
A briefing on what Akamai just did to private inference — and who pays for it.
INTELAR · Field photography
The market is missing the point about Cloudflare and private inference. Here is the read.
INTELAR · Field photography
A first-principles review of Sony’s private inference. Scored, sourced, and ready for a buyer’s desk.
INTELAR · Field photography
The short version: Arm ships private inference, and the second-order effects begin this quarter.
INTELAR · Field photography
From inside the rooms where AMD ships private inference. Notes from operators, not analysts.
INTELAR · Field photography
A first-principles review of Intel’s private inference. Scored, sourced, and ready for a buyer’s desk.
INTELAR · Field photography
What changed when TSMC ships private inference, in under five minutes.
INTELAR · Field photography
A short argument on Qualcomm and private inference — from someone who would rather be wrong than vague.
INTELAR · Field photography
Twelve months of buyer data on Apple and private inference. The pattern is sharper than the press notes suggest.
INTELAR · Field photography
A tested review of Starlink’s private inference, with the price and the failure modes named.
INTELAR · Field photography
From inside the rooms where SpaceX rolls out private inference. Notes from operators, not analysts.
INTELAR · Field photography
The full scorecard on Palantir’s private inference — strengths, weak edges, and where to push back in procurement.
INTELAR · Field photography
Field notes from teams who have already lived through Anduril rolling out private inference.
INTELAR · Field photography
From inside the rooms where Boston Dynamics rolls out private inference. Notes from operators, not analysts.
INTELAR · Field photography
From inside the rooms where Rivian rolls out private inference. Notes from operators, not analysts.
INTELAR · Field photography
Field notes from teams who have already lived through Tesla rolling out private inference.
INTELAR · Field photography
Field notes from teams who have already lived through Fastly rolling out private inference.
INTELAR · Field photography
From inside the rooms where Akamai rolls out private inference. Notes from operators, not analysts.
INTELAR · Field photography
Twelve months of buyer data on Cloudflare and private inference. The pattern is sharper than the press notes suggest.
INTELAR · Field photography
A briefing on what Sony just did to private inference — and who pays for it.
INTELAR · Field photography
From inside the rooms where Arm rolls out private inference. Notes from operators, not analysts.
The full scorecard on AMD’s private inference — strengths, weak edges, and where to push back in procurement.
From inside the rooms where Intel rolls out private inference. Notes from operators, not analysts.
Twelve months of buyer data on TSMC and private inference. The pattern is sharper than the press notes suggest.
The short version: Qualcomm rolls out private inference, and the second-order effects begin this quarter.
From inside the rooms where Samsung rolls out private inference. Notes from operators, not analysts.
From inside the rooms where Apple rolls out private inference. Notes from operators, not analysts.