The AI infrastructure era is consolidating around three firms that sit at the intersection of design, fabrication, and deployment: Nvidia for compute architectures and software stacks, TSMC for the advanced manufacturing that turns designs into reality, and Microsoft for the cloud fabric and...
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A surge of analyst upgrades and bold forecasts has rippled through the artificial intelligence (AI) and semiconductor sector in recent days, signaling rising confidence in a small cadre of tech giants. Key market players like Microsoft, Nvidia, Tesla, Samsung, and their hardware partners are at...
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Intel’s confirmation of sweeping job cuts that may leave nearly a third of its workforce jobless by the end of 2025 sends shockwaves through not only the world’s largest chipmaking company but also the wider technology industry. The company’s recent announcement—quietly embedded in its latest...
Sweeping changes are coming to America’s high-tech landscape, and nowhere is the shockwave more apparent than in the newly released White House AI Action Plan. Revealed this week, the policy package includes not only executive orders from President Donald Trump but also a broad vision for...
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The latest wave of technology earnings and regulatory developments is sending shockwaves across the AI industry, payments sector, and the wider tech ecosystem. As chip manufacturing giants like TSMC post results that echo the ongoing AI gold rush, software titans and ambitious startups grapple...
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A rare sell rating on Nvidia by Seaport Research Partners has ignited discussion across financial circles, challenging the prevailing narrative of unbridled optimism surrounding the company’s role in artificial intelligence. At a time when Nvidia’s stock price recently closed at $114.50, buoyed...
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Within the high-octane world of enterprise technology, few companies are as synonymous with the AI revolution as Nvidia. But as markets jostle, stock prices lurch, and competitors mount their challenges, questions swirl: can Nvidia maintain its place as the kingpin of GPU-fueled compute, or is...
It’s getting hard to tell whether Qualcomm and Arm are longtime frenemies or just an old married couple who refuse to divorce for the sake of the microcircuits. No sooner had the dust begun to settle after their last courtroom dance than Qualcomm decided to open up new salvos—this time with Arm...
In an unforeseen twist to the telecommunications saga, Intel—long hailed as a titan in chip manufacturing—is now facing a formidable challenger. Ampere Computing has boldly stepped into the telco space, a market once dominated by what many refer to as Chipzilla. This move, announced amid Intel’s...
In a recent episode (Episode 356) of the Windows Central Podcast, hosts Daniel Rubino and Zac Bowden delivered deep insights into some of the most stirring developments in the Microsoft universe. From the official shutdown of HoloLens and IVAS to discussions about AI misfires and Arm’s bold...
Windows 8 tablets will be tightly controlled by Microsoft, according to insiders speaking to Bloomberg . The company is pressuring chip manufacturers to partner with just a single system builder for their tablet machines, and an optional second system builder for clamshell type machines. Each...
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In Silicon Valley’s best-known David-and-Goliath story, Thomas McCoy was the guy who slung the stone. The general counsel of Advanced Micro Devices didn’t topple mighty Intel, but his impact was at least felt in the chip giant’s pocketbook. McCoy, 59, said Wednesday that he is...
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Many of us use either ATI or Nvidia to provide a solution to our graphical needs but have you ever considered what actually goes into making one of these chips?
This article provides an insight into the highs and lows that engineers go through and some of the tough decisions that they have to...