Nvidia invests $3.5B in MediaTek
Another slice of Nvidia’s cake.
SambaNova scales dataflow for AI inference
SN50 targets agentic workloads at scale.
Intel maps three layers of agentic AI
Diamond Rapids, Crescent Island, and Wildcat Lake define Intel’s cloud-to-edge agentic AI stack.
Intel eyes a return to memory
Packaging bets replace commodity DRAM ambitions.
Intel prepares Panther Lake entry handheld chip
New processor targets budget gaming devices soon.
Intel’s Q2’26 financial results
This is what a turnaround looks like.
AI demand pushes hardware prices higher
Chips, memory, consoles all cost more
SambaNova could cap AI CapEx
Hybrid inference extends GPU investments.
AI chip scarcity reshapes infrastructure strategy
Custom silicon moves into deployment planning.
Nvidia enters PC chip market
RTX Spark integrates AI, graphics, and Arm architectures.
Intel aims Crescent Island at inference
LPDDR5X memory targets practical AI deployment.
Part III: The evolution to AI GPUs
CUDA, Tensor Cores, and NPUs rewrote computing history.