First AI factory pioneer reports results
The partnership between the companies has produced great results.
If AMD and Nvidia can sell chips to China, will it be profitable?
A 25% cost-of-goods hit comes out of the gross margin.
Moore Threads files IPO, raises $1.1 billion
Will that be enough to put them in league with AMD or Nvidia?
Nvidia’s ‘Game of Thrones’
It’s hard to win a throne, and harder still to keep it.
Ironwood chetyorka: Google, Broadcom, MediaTek, and TSMC
Google’s Ironwood inferencing AIP pod. (Source: Google)
Tsavorite’s Omni Processing Unit
A custom GPU with an Arm Neoverse CPU.
GPUs vs. ASICs—the threat from within
Some of AMD’s and Nvidia’s biggest customers are building their own AIPs.
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.
Nvidia knocks it out of the park… again
Bubble? What bubble?
Will Jeff Bezos’ Project Prometheus use Tenstorrent AI processors?
And will Blue Origin rockets launch it?
The überperformance, überpower Nvidia RTX Pro 6000 Blackwell Edition, and one of the few workstations that can handle it, Dell’s Pro Max T2
What you get when you double the power (literally) of the latest top-end professional GPU.
The Nvidia RTX Pro 6000 Blackwell Edition
What you get when you double the power (literally) of the latest top-end professional GPU.