Microsoft pushes Surface into AI
Surface evolves into a managed enterprise AI endpoint platform.
JPR releases report on AI-based wearables
First dedicated report on the topic.
Edge AI moves closer to sensors
Low-power compute brings inference closer to motion.
Biren bets on China’s AI silicon independence
Full-stack AI GPU play targets exponential domestic token demand.
SiFive moves RISC-V closer to the mainstream
SiFive's P570 Gen 3 targets the useful middle of RISC-V compute
First-quarter client CPU shipments decreased -15% from last quarter and down -8.6% from previous year
Server CPUs were up 3% from last quarter.
Semidynamics and SiPearl Aim for Sovereign AI at Rack Scale
Europe wants its own AI stack
AMD Targets Enterprise AI Inference Deployment
PCIe accelerator enables scalable on-prem AI inference
AMD reports first-quarter revenue up 38% Y-Y to $10.3 billion
Profit up to $1.4 billion and gross margin 53%
Part III: The evolution to AI GPUs
CUDA, Tensor Cores, and NPUs rewrote computing history.
Part II: The long, windy trail of Intel GPUs
The evolution of Intel discrete graphics: A strategic pivot.
Imagination Technologies pushes DXD into PC gaming
If successful, it could mean a third player to challenge Nvidia and AMD’s duopoly.