Intel’s forecast-beating results and surging AI demand vindicate CEO Lip-Bu Tan’s turnaround strategy.
Browsing: Intel
IBM has unveiled what it says is the world’s first sub-nanometre chip technology.
Nvidia’s ARM-based “superchip” takes Nvidia into Qualcomm, Intel and AMD’s territory at the premium end.
The aggressive pricing push shows Dell competing across every tier of a squeezed consumer PC market.
Microsoft and Dell are expected to lead the launch as Nvidia muscles into a space dominated by Intel and AMD.
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.
Soaring demand for AI inference workloads has seen Intel selling stockpiled CPUs once written off entirely.
ASML has ambitious plans to capture more of the rapidly growing market for AI chips.