Second best not good enough, says China
Rejects scaled-down RTX 5090 AIB.
Nvidia results for the first quarter and Fiscal 2027
Another record-breaking quarter.
Microsoft pushes Surface into AI
Surface evolves into a managed enterprise AI endpoint platform.
Biren bets on China’s AI silicon independence
Full-stack AI GPU play targets exponential domestic token demand.
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 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.
Tenstorrent goes general-purpose in an age of AI specialization
Company says one system can do the whole inference job.
Qualcomm’s custom ASIC turn is not coming out of nowhere
Qualcomm has a strong quarter and points to custom silicon.
AI expands role in CAD engineering
AI reshapes design tools with data-driven automation and intelligence.