Nvidia co-founder and chief executive officer Jensen Huang paced the stage at the company’s GTC Washington DC event dressed in his standard black leather jacket over a black T-shirt, with black pants and black sneakers, but the messages he delivered during his keynote was decidedly red, white, and blue. …
Qualcomm had datacenter envy back when Intel ruled the bit barns of the world, and now it has it even worse now that Nvidia has shown how AI processing can utterly transform the finances of a chip maker. …
It has taken eight years and $303 million in seed and three rounds of venture funding, but NextSilicon is today delivering several incarnations of its 64-bit dataflow engine, called Maverick-2, which was revealed this time last year when the company dropped out of stealth mode. …
The world’s largest and one might argue most important chip foundry is telling Wall Street that its AI-related sales are running ahead of schedule. …
It is Oracle OpenWorld CloudWorld AI World this week, so we expect a lot of AI infrastructure announcements from Big Red, with AI being the biggest new workload to hit the enterprise in decades. …
It is one thing for the market researchers of the world to make prognostications about hardware, software, and services spending relating to the GenAI boom. …
Of all of the hyperscalers and cloud builders, Meta Platforms has always been the one that we expected to design and have manufactured its own CPU and XPU accelerator compute engines. …
The United States may not have an indigenous foundry that makes high performance XPU compute engines for AI and HPC applications, but it certainly does have a home-based maker of high performance memory in Micron Technology. …
Wouldn’t it be funny if Larry Ellison, who has become the elder statesman of the datacenter, had the last laugh on the cloud builders and model builders by beating them at their own game? …
It is beginning to look like that the period spanning from the second half of 2026 through the first half of 2027 is going to be a local maximum in spending on XPU-accelerated systems for AI workloads. …
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