Opinion: Is anyone going to make money in AI inference?
The market for AI edge inference may not monetize well for the semiconductor vendors
Arm and RISC-V: Can there only be one?
Most see these two as a winner-take-all, zero-sum contest
Intel is refining its computing vision and where it sees the PC going
AI PC: But what does this mean to the average business PC user or consumer?
As long as AMD can offer better GPUs than Intel, and better CPUs than Nvidia, they can have a seat at the table
In the market for data center processors, AMD does not need to outrun the bear
AMD makes AI statement with new hardware and roadmap, set to rival Nvidia in the data center
AMD is now ready to play the (enterprise) game
There's no going back: The new data center is dominated by Nvidia
Can they maintain 70% share? (probably not)
Why it matters: The revenue share figures for data center processors present a clear picture. Nvidia has experienced robust growth for years and currently leads the market. The primary question now is: what is the new normal for their market share?
Intel sales and new accounting: Choose your own adventure
How will Intel's sales team adjust? A lot rides on this seemingly small change in accounting
Telecom equipment makers are having a bad month, and a bad decade
Is telecom merely resting?
IBM extends its goals for AI and quantum computing, shows off roadmap
Forward-looking: While no one doubts the heritage of tech advancements that IBM has made over recent decades, there are certainly those who've started to wonder if the company is able to sustain those types of efforts into the future. At a recent analyst day held at the historic Thomas J. Watson Research Center, IBM made a convincing argument that they are up to the task, especially in the fields of AI as well as quantum computing.
Opinion: The rapidly evolving state of Generative AI
The profound influence that GenAI is poised to exert on businesses is no longer in question
Apple M3 and the state of CPUs
Is it Apple and everyone else, even for CPUs?
The big picture: Apple's M3 launch stood out for its focus on how people actually use computers, the lack of AI acronyms and the fact that they launched three chips all at once. It is only getting harder to compete with them. As with all things Apple, the M3 has been extensively covered in the press, but beyond the performance metrics, a few things stood out for us, and here's our thesis on the overall sector.
Cisco unveils new AI tools to revamp Webex experience, collaboration
From real-time media models to AI codecs
Lenovo moves beyond the PC, shows off data center, enterprise, turnkey AI solutions
Lenovo unites businesses, showcases AI strategy
PC CPUs are getting more interesting, and competition is coming
Why it matters: Five years ago there were only two companies that made CPUs, today there are a dozen. Most of the new entrants went after the big, profitable data center market, but now competitors are coming for PCs. Nvidia and AMD are reportedly preparing Arm-based CPUs for PCs. With Microsoft opening up the market for Arm laptop CPUs, this spells bad news for Qualcomm today, and potentially bad news for Intel over the very long term.
Qualcomm's next-gen Arm SoC runs Windows, can beat Intel and Apple in some applications and efficiency
Something to look forward to: After years of monotony and relative stasis in the PC industry, things are starting to change. And man, it's getting exciting again! Earlier this year, AMD launched the Ryzen 7040, the first PC SoC with a built-in NPU (Neural Processing Unit) – otherwise known as an AI accelerator. Then a few weeks ago, Intel debuted its Core Ultra chip featuring its own AI accelerator. Now Qualcomm is putting an exclamation point on the AI PC trend with the launch of its Snapdragon X Elite SoC for PCs.
What's going on with SiFive and RISC V?
Why it matters: RISC V pioneer SiFive has gone through several iterations, but has now solidified a business model that essentially positions it as a direct competitor to Arm. If they can continue to execute they will benefit from much of the very healthy RISC V momentum.
How to Software: A guide for new tech CEOs
Software is a lot harder than you want to believe
Is there still room to innovate in PC design? HP seems to think so.
Celebrating PC innovation on the Spectre Fold and the Envy Move "portable" AIO
Qualcomm lives to fight another day
There is also the potential for Apple and Qualcomm to mend fences. Maybe.
Microsoft pushes Copilot AI to Windows and Office as soon as next week
The ripple effect of these launches will be felt in the short and long term
Huawei and the Land of Magical Thinking
Did Huawei and SMIC break the laws of physics?
Mainstream GenAI on offer with Google Workspace Duet AI, the company's answer to Microsoft Copilot
GenAI productivity onslaught from Google