Chips

AMD’s landmark partnership with OpenAI signals the first true challenge to Nvidia’s reign over the AI infrastructure market — and could redefine the industry’s balance of power.

AMD’s sweeping partnership with OpenAI goes beyond GPU supply. With a six-gigawatt buildout and the Helios rack-scale platform, AMD is redefining power, scale, and trust in the next era of AI data center infrastructure.

Nvidia and Intel have joined forces in a partnership that will reshape the future of AI PCs and cloud AI infrastructure, challenging competitors and setting the stage for intelligent computing at every scale.

Quantum Motion has deployed the first full-stack quantum computer built using standard silicon chip fabrication, a milestone that could accelerate scalable quantum systems.

This high-stakes deal could either restore America’s semiconductor leadership or serve as a warning about failed industrial policy.

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Qualcomm Bets on W5+ Gen 2 To Expand Wearable Adoption

The launch of Qualcomm’s Snapdragon W5+ Gen 2 and W5 Gen 2 platforms goes beyond a routine upgrade, tackling battery life, design, and connectivity barriers limiting wearable adoption.

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3 Competing Visions for Intel’s Next Chapter

Intel’s future hangs on three competing visions from Pat Gelsinger, Craig Barrett, and Lip-Bu Tan. Each offers different tradeoffs for investors, employees, and customers.

AMD's Threadripper 9000 series redefines high-performance computing with unmatched cores, massive bandwidth, and a bold Lenovo partnership that reshaped the workstation market.

Tesla’s $16.5B Samsung deal goes beyond chipmaking, boosting AI ambitions, strengthening supply chains, and reshaping its role in automotive tech.

China’s indium selenide wafer breakthrough marks a leap beyond silicon. It won’t upend the chip industry overnight, but signals a new phase in the U.S. – China race for next-gen semiconductors.

Intel’s turnaround plan includes major layoffs and outsourcing marketing to Accenture’s AI. Can the chipmaker regain its edge — or is it a risky bet?

AI is driving a new era of hardware disruption, echoing past tech revolutions and raising existential risks for today’s leading chipmakers.

ANALYST COMMENTARY

AMD's AI Surge Challenges Nvidia's Dominance

With open-source tools and strong benchmark results, AMD is challenging the AI market status quo and expanding its role in next-gen performance computing.

With sweeping product announcements across GPUs, CPUs, and AI PCs, AMD is signaling that its transformation from a high-performance computing stalwart to a full-spectrum AI leader is well underway.

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