Microsoft and Dell are expected to lead the launch as Nvidia muscles into a space dominated by Intel and AMD.
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Nvidia has beaten estimates and lifted guidance again, but the shares slipped on questions about AI’s durability.
The economics of desktop computing have, for the first time in the PC’s long history, been broken by the data centre.
Intel’s Panther Lake and its 18A manufacturing node have put the US chip maker back in the fight with Apple and AMD.
ASML has ambitious plans to capture more of the rapidly growing market for AI chips.
South African tech retailers have warned of further price hikes as global chip shortages squeeze RAM, SSD and GPU supply.
A global shortage of gaming chips could last until the end of this year, an Nvidia executive has warned.
Nvidia heads into quarterly earnings under pressure to prove AI spending isn’t a bubble as rivals close in.
Lenovo has warned about mounting pressure on PC shipments as a worsening memory-chip shortage grips the industry.
OpenAI is unsatisfied with some of Nvidia’s latest AI chips and has sought alternatives, sources have said.