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.
Part I: The first fully programmable GPUs—a review
If you’re familiar with DirectX 8 and Larrabee, you can skip this and go to part II, Intel’s GPUs.
China builds exascale supercomputer without GPUs
Homegrown LX2 processors power China's exascale independence play.
Qualcomm’s custom ASIC turn is not coming out of nowhere
Qualcomm has a strong quarter and points to custom silicon.