GPU

Qualcomm

AI

Qualcomm's next diversification play? AI data centers via Nvidia

Nvidia announced NVLink Fusion, tech that could help Qualcomm, among others, carve an AI data center opportunity for its CPUs.

Dan O'Shea May 19, 2025 2:03pm

handout of chip

Intel plunks Gaudi 3 inside Dell AI Factory enterprise servers

May 19, 2025 1:00pm

AMD headquarters

AMD revenue jumps as it keeps pushing against the AI narrative

May 6, 2025 5:46pm

DIGITS in his hand supercomputer

Nvidia, TSMC, others to produce $500B in domestic AI infra

Apr 14, 2025 10:41am

trump holds chart of reciprocal tariffs

Trump tariffs hammer markets and electronics groups are dubious

Apr 3, 2025 2:11pm

AMD ZT Systems

AMD closes ZT Systems acquisition, eyes end-to-end AI offerings

Apr 2, 2025 3:08pm