NextSilicon's Maverick 2 processor revolutionizes computer architecture by executing operations directly from a graph representation, enhancing performance in HPC and AI applications.
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Dr. Ian Cutress is an industry analyst and YouTube influencer with a focus on semiconductors and market trends.
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The post examines the thermal challenges of 3D HBM-on-logic integration and proposes strategies for mitigation, emphasizing the need for industry-wide changes to achieve viability.
Mark Papermaster discusses AMD's decade-long transformation, highlighting advancements in technology, the influence of AI on chip design, and the importance of innovation and collaboration.
Dr. Krste Asanović shares insights on the development and impact of RISC-V architecture, emphasizing its open-source advantages and the challenges of standardization in the semiconductor industry.
NVIDIA and Synopsys have announced a multi-year partnership aimed at accelerating Synopsys' electronic design automation (EDA), simulation, and multiphysics portfolio using NVIDIA's GPU technology and AI models. This collaboration...
At the AI Infra Summit, Moshe Tanach, CEO of NeuReality, discusses the company's innovative NR1 chip designed to optimize data orchestration for AI workloads, addressing the inefficiencies of traditional CPUs in managing data flow...
6.4AMD and OpenAI: The 6 Gigawatt Bet
2025-10-06 • openai investment amd radeon gpu ai
AMD and OpenAI have announced a strategic partnership involving the purchase and deployment of up to six gigawatts of AMD Instinct GPUs, starting with the MI450 series in 2026, potentially worth $90 billion. In exchange, OpenAI re...
NVIDIA's Groq LP30 chip enhances AI processing with increased SRAM and performance, targeting improved throughput for large models and addressing memory bandwidth challenges.
Apple has unveiled its latest iPhone 17 family, featuring the new A19 and A19 Pro SoCs built on TSMC's advanced 3nm technology. The A19 series promises modest performance improvements over the A18, with enhancements in CPU archite...
Arm has reported record revenue of $1.14 billion for Q2 FY26, marking a 34% year-over-year increase. The growth is attributed to strong demand for chips across various sectors, particularly in AI and data centers. Licensing revenu...
Frank D. Yeary is retiring as Intel's Board Chair, with Dr. Craig H. Barratt taking over, signaling a strategic shift for the company amid its ongoing reset.
The AMD Ryzen 7 9850X3D offers marginal performance improvements over the 9800X3D, but its higher power consumption makes the latter a better value for gamers.
Industry leaders discuss the evolution of AI infrastructure, emphasizing modular design, investment trends, and the balance between standardization and innovation in semiconductor development.
NVIDIA's Q3 FY2026 earnings report reveals a record revenue of $57 billion, marking a 62% year-over-year increase. The company continues to dominate the AI hardware market, with strong demand for its Blackwell architecture product...
AMD is set to hold its 2026 Financial Analyst Day on November 11, 2025, marking its first public event since 2022. The company has reported record revenues of $9.25 billion for Q3 2025, a 36% increase year-over-year, driven by str...
Intel's Q3 2025 financial results show a significant recovery with an 8% increase in stock price to $41.22 after hours. The company reported $13.7 billion in revenue, up 3% year-over-year, and a net income of $4.1 billion, marking...
NVIDIA reported a record $46.7 billion in revenue for Q2'26, marking a 56% year-over-year increase. The company has seen consistent growth across all segments, including data center, gaming, and automotive, despite challenges such...
AMD has reported a record Q2 2025 with $7.69 billion in revenue, a 32% increase year-over-year, driven primarily by its Data Center and Client business units. The company faced challenges due to an $800 million write-down related ...
Arm has reported a record revenue of $1.05 billion for Q1 FY26, marking a 12% year-over-year increase, primarily driven by a 20% rise in royalty revenue. Despite a 1% decline in licensing revenue, the company continues to expand i...
Intel is undergoing significant restructuring as it faces challenges in the chipmaking industry, losing customers to competitors like AMD and TSMC. CEO Lip-Bu Tan has announced layoffs targeting 15% of the workforce, reducing head...
The blog post is a transcript of an interview with Raghib Hussain, the CEO of Altera, discussing the company's transition to a pure-play FPGA company after Intel's divestment. Hussain emphasizes the importance of FPGAs in the tech...
AMD's CES 2026 announcements prioritize platform reinforcement and AI integration over new silicon, focusing on the Ryzen AI 400 series and software optimizations.
Lattice Semiconductor reported Q2 2025 revenue of $124 million, marking a 3.2% sequential increase and a stabilization after previous declines. The company focuses on low-power FPGAs for industrial, communications, and datacenter ...
NVIDIA's $20 billion deal with Groq allows access to its technology while Groq remains independent, highlighting the evolving landscape of AI inference technology.