As cloud computing evolves, Amazon's AWS looks for its role in generative AI
Amazon unveils new capabilities in Bedrock for improved AI applications
Bending metal: The changing server business
OEMs, ODMs, chipmakers, hyperscalers and the cloud
10 Things We Hate About Nvidia
Nvidia has immense momentum, but its position can still be challenged
Google enhances Workspace with Gemini Pro 1.5 and new Vids application
GenAI does video enhancements in Meet, dynamic content generation in Gmail, and more
How will AI reshape the data center?
Why it matters: The rise of AI compute is poised to reshape the economics of the data center. That may be as simple as Nvidia displacing Intel, but it could also lead to much wider, systematic change.
Not just the hardware: How deep is Nvidia's software moat?
The inherent inertia of software ecosystems
The big picture: Starting tomorrow, Nvidia is hosting its GTC developer conference. Once a sideshow for semis, the event has transformed into the center of attention for much of the industry. With Nvidia's rise, many have been asking the extent to which Nvidia's software provides a durable competitive moat for its hardware. As we have been getting a lot of questions about that, we want to lay out our thoughts here.
Software-defined vehicles get a push from Arm and Cadence
Arm is creating a "digital twin" of its automotive chip architectures for software development purposes
Intel is relaunching the Core i9-14900K... wait, it's the 6.2GHz Core i9-14900KS
It's a slightly faster version of the same CPU. Costs a lot more, though
Data Governance and Provenance: Two words that are critical to the future of generative AI
Using "borrowed" material for training. Fair use or not?
How Arm results set the world on fire
The company's valuation is pushing into "Priced for Perfection" territory
Is Hello Games finally calling No Man's Sky "complete" with the Omega update?
With the development of Light No Fire ramping up, this might be the space epic's last hurrah
Wrestling with AI and the AIpocalypse we should be worried about
Some would argue that AI is a fad, the next bubble waiting to burst
Editor's take: Like almost everyone in tech today, we have spent the past year trying to wrap our heads around "AI". What it is, how it works, and what it means for the industry. We are not sure that we have any good answers, but a few things have been clear. Maybe AGI (artificial general intelligence) will emerge, or we'll see some other major AI breakthrough, but focusing too much on those risks could be overlooking the very real – but also very mundane – improvements that transformer networks are already delivering.
Opinion: How will generative AI impact our devices?
A profound impact on the device world. And yet, only the tip of the iceberg
Marvell: Where do they fit in the world of semiconductors?
It's hard to see Marvell as an independent company five years from now
Tech layoffs and share prices don't add up: Cutting costs at financial peaks?
Could this be the start of the great AI replacement?
Opinion: The big AI party is not cancelled, just postponed
No one is ready for any of that AI enablement... yet
Samsung Galaxy S24 upgrades focus on software first
Clearly, it's time for a new approach
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?
