We are still mulling over all of the new HPC-AI supercomputer systems that were announced in recent months before and during ...

This year, about 45 percent of the revenues at Big Blue will come from software. But IBM wants to push this up to half of ...

We have been expecting a new Arm server CPU design out of the Annapurna Labs folks who create the CPUs, XPUs, DPUs, and scale up switches for Amazon Web Services since the launch of the Graviton4 ...

It was only a matter of time before Marvell was going to make another silicon photonics acquisition, and the $2.5 billion ...

In June, after a year and a half of poking and prodding, the US Department of Justice finally gave the OK for the $14 billion acquisition of Juniper ...

With a profitable PC business that has 25 percent of global shipments (thanks in large part to its acquisition of IBM’s PC ...

Nvidia may have cornered the market for the compute engines and networks that link them to train GenAI models, and the ...

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 ...

Once a hyperscaler or a cloud builder gets big enough, it can afford to design custom compute engines that more precisely match its needs. It is not clear that the companies that make custom CPUs and ...

If AI is to become pervasive, as the model builders and datacenter builders who are investing enormous sums of money are clearly banking on it to be, then it really goes have to be a global phenomenon ...