After refreshing its AI chip roadmap with the next-gen Crescent Island data center GPU following Gaudi, Intel is reportedly eyeing its next move in AI. Bloomberg and Reuters report that the chipmaker in early talks to acquire AI chip startup SambaNova Systems, where CEO Lip-Bu Tan has served as exec...

As hyperscalers kick off their latest earnings reports today, capex is taking center stage amid AI bubble concerns. But for now, those worries may be on hold, as Alphabet, Meta, and Microsoft all plan to ramp up spending significantly, CNBC reports. Among them, Alphabet—Google’s parent—stan...

At NVIDIA’s first-ever Washington GTC from October 27-29, CEO Jensen Huang pushed back against AI bubble concerns while unveiling the next-generation Vera Rubin superchip. According to CNBC, he projected combined GPU revenue of $500 billion from the Blackwell lineup and next year’s Rubin release...

NVIDIA recently marked a major milestone, celebrating the first Blackwell wafer produced on U.S. soil at TSMC’s fab—an achievement that underscores their deepening partnership. That collaboration may soon expand further. According to South Korean outlet EBN News, citing industry sources, NVIDIA ...

The battle for AI data center dominance is heating up. Qualcomm, long focused on mobile chips, has unveiled its next-generation AI inference processors — the AI200 and AI250 — taking direct aim at NVIDIA and AMD. Notably, according to Wccftech, Qualcomm has shifted away from using HBM in its new...