Data center build-out in China
Big commitments but subject to reality.
Arm stops hinting and starts shipping
Launches first production silicon CPU for AI data centers.
Q4’25 PC graphics AIB shipments decreased -4.4% from last quarter to 11 million units, with a CAGR to 2029 of -5.9%
Data center GPU boards were up an average of 17.0% from last quarter.
Nvidia results for fourth-quarter and Fiscal 2026
Another record-breaking quarter.
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.