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.
Part II: The long, windy trail of Intel GPUs
The evolution of Intel discrete graphics: A strategic pivot.
Autonomous systems in factories and cars
The big boys move in.
If you want to do AI, you need an NPU, right?
Wrong. Just a processor that can do matrix math and doesn’t have to be dedicated.
Intel’s Q1’26 results
Sales up 7% y-y, -$3.7B loss.
SambaNova and Intel target agentic inference
Heterogeneous system combines GPUs, RDUs, and Xeon 6 CPUs.
Intel and Google agree on strategic direction in silicon as CPUs get trendy
A deepened AI infrastructure partnership.
Begging for chips
Supply chain takes the lead in importance.