AMD reports fourth-quarter revenue up 11% to $10.3 billion
Profit up to $1.8 billion and gross margin 54%.
Semidynamics announces 3 nm inference tape-out and a full-stack systems roadmap
Semidynamics moves to offer silicon.
SiFive adopts Nvidia NVLink Fusion, pushing into AI data-center fabric
SiFive pitches itself as partner for AI heterogeneous systems.
Qualcomm buys Ventana for RISC-V DNA, not a ready-made product line
Qualcomm acquires Ventana—and a lot of know-how.
Will AI solve the problems it generates?
Data centers require a lot of power and resources.
Q3’25 PC GPU shipments increased by 2.5% from last quarter, which might suggest a creep forward
Data center GPUs were up an average of 145% from last quarter.
Interview with SiFive’s John Ronco
What next for SiFive?
AMD posts 54% adjusted gross margin; PC chip sales jump 46% to $2.8B
AI chip demand drives strong data center revenue for AMD.
Intel sort of clarifies its GPU roadmap
Will it even have one next year?
Intel’s strategy: x86 now, maybe other ISAs later
Intel’s culture and cadence reset is real.
Q2’25 PC GPU shipments increased by 8.4% from last quarter, suggesting pre-tariff panic buying
Data center GPUs were up an average of 5% from last quarter.
Nvidia’s earnings beat expectations
Data center revenue less than expected.