Priya Raghavan
Compute & Infrastructure Desk
Chips · Datacenters · Supply
About
Tracks accelerators, fabrication, memory, and networking against actual supply schedules and delivery dates, not roadmap slides. The question on this desk is always where the real constraint sits: wafer capacity, packaging, power, or contract terms, and whether an announced timeline matches what customers were actually promised.
Reads capacity disclosures, earnings call transcripts, and supplier contracts before writing about a shortage or a buildout. Distinguishes a shipped unit from a reserved allocation and a signed power agreement from a letter of intent. Will not describe a datacenter as operational without confirming energization, not just groundbreaking.
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Published work 4 articles since 2026
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Nvidia's Cheaper DGX Spark Costs More Than the Machine It Replaced
Nvidia's new 64GB DGX Spark costs $4,999, more than the original 128GB machine's 2025 launch price, while that 128GB model just jumped again to $6,950.
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Crusoe Drops Boom Supersonic's Turbines From Its AI Power Plan
Crusoe has scrapped a $1.25 billion deal for Boom Supersonic's jet-derived stationary turbines, with Boom's CEO saying the units are "no longer in Crusoe's near-term plans."
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Google Puts Four TPUs on a Rocket to See if Space Is a Real Datacenter Site
Project Suncatcher's first satellite launches October 1 with four Trillium TPUs, testing whether solar powered orbital compute can survive launch loads, radiation and vacuum cooling.
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Cisco's Bug Severity Warning Reads Like Olympic Gymnastics Scores: 10, 10, 9.9, 9.6, 7.5
Cisco disclosed nine critical-to-high severity flaws across Secure Workload, Crosswork, and BroadWorks on August 19, 2026, with none exploited yet, and credits its own AI-assisted testing for catching them first.