The Mag 7 borrows its future
Seven balance sheets, one AI bill.
Amazon bets $60 billion on Qualcomm
Custom silicon and optics enter AWS.
JPR’s AI Processor Information Management Tracker
A look inside this valuable guide.
Q2’26 PC graphics AIB shipments increased 10% from last quarter to 12 million units
Data center GPU boards were up an average of 11.5% from last quarter.
Enflame completes China’s four-dragons IPOs
Tencent-backed chipmaker bets on specialization.
Biren revenue surges nearly 2,000%
China's GPGPU champion scales fast.
Arm extends its AI platform across cloud, mobile, and physical AI
CSS for Mobile 2 targets agentic AI and neural graphics.
The workstation market softens in Q2’26
But viewed in light of recent history, it doesn’t necessarily portend any long-term material weakness… at least not yet.
Acer shrinks Atlas without cutting ambition
Intel Arc G3 powers compact handheld.
Groq 3 LPX accelerates agentic inference
Deterministic execution targets interactive agent workloads.
SambaNova tackles AI’s memory wall
Dataflow architecture targets efficient AI inference.
CIX Technology has nearly RMB 1 billion riding on the ‘agent CPU’
Introduces the CIX ClawCore family, aimed explicitly at systems running AI agents and related workloads.