Intel’s upcoming Nova Lake processors appear to be using a mix of Xe3-LPG and Xe3P GPU architectures according to conflicting leaks. The strategy could create performance fragmentation across different mobile segments while keeping costs controlled for most users.
Nvidia reported staggering quarterly results with $57 billion in revenue and $32 billion in profit. Despite initial market excitement, the stock quickly reversed course and fell over 4%. The plunge reflects deeper concerns about AI infrastructure spending and interest rate uncertainty.
An AI infrastructure founder faces federal charges for allegedly smuggling Nvidia’s most powerful chips to China. The scheme involved falsifying shipping documents and routing through third countries to evade Biden-era export controls.
Nvidia’s latest earnings beat and optimistic forecast are giving Asian markets a tech boost. Japan’s Nikkei appears poised for gains, while Hong Kong shows mixed signals. The AI chip giant’s performance is restoring confidence across the technology sector.
Nvidia’s better-than-expected earnings and bullish forecast sparked a rally across Asian semiconductor stocks. Suppliers including SK Hynix, Samsung, and Tokyo Electron saw gains of 4-7% as AI demand continues to drive the chip sector. The results eased some concerns about an AI bubble.
NVIDIA continues its explosive growth trajectory with Q3 revenue hitting $57 billion, up 25% from last quarter. CEO Jensen Huang says Blackwell sales are “off the charts” as the AI ecosystem scales globally. The company appears to be in a virtuous cycle of accelerating demand.
Intel is making major moves across its entire product stack. The company revealed details about its 14A node progress, a surprising partnership with NVIDIA, and strategic pricing changes to navigate current market challenges.
GlobalFoundries has acquired Singapore-based Advanced Micro Foundry in a move that positions the US chipmaker as the world’s largest pure-play silicon photonics foundry. The deal strengthens GF’s capabilities in optical networking and AI infrastructure while expanding its Singapore manufacturing foo
Intel’s CEO is taking direct charge of the company’s AI strategy following the departure of key executives. The move comes after months of inconsistent execution and leadership changes in Intel’s AI division.
Microsoft CEO Satya Nadella revealed the company has IP rights to OpenAI’s custom AI semiconductors being developed with Broadcom. The deal extends Microsoft’s exclusive rights through 2032 and includes post-AGI models. This gives Microsoft unprecedented access to OpenAI’s hardware innovations while
