Intel’s Q2’26 financial results
This is what a turnaround looks like.
Don’t let AI lead you astray
The critical-thinking step when using AI is, well, critical.
Qualcomm targets AI data centers
Dragonfly links compute, memory, software.
Lumai’s free-space bet on optical inference
Lumai’s head of product explains the company’s approach to optical AI compute.
Q1’26 PC graphics add-in board shipments decreased -0.6% from last quarter, to 12 million units, with a CAGR to 2029 of -3.3%
Data center GPU boards were up an average of 18.6% from last quarter.
Nvidia results for the first quarter and Fiscal 2027
Another record-breaking quarter.
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.
Intel’s Q1’26 results
Sales up 7% y-y, -$3.7B loss.
SiFive raises again as CPUs return to the center of the AI data center story
$400 million gives SiFive space ahead of a probable IPO.
More money poured into AI processors and data centers
Data centers and AI LLM companies aren’t the only ones raising cash.
Data center build-out in China
Big commitments but subject to reality.