Koduri builds the Arm model for AI GPUs
Oxmiq’s licensable IP stack targets the economics of AI factories.
Agentic AI recasts host CPUs
Memory and orchestration drive procurement.
European AI factories everywhere, still Nvidia
Nvidia’s European AI factory expansion also strengthens the quantum-classical stack.
Nvidia’s RTX Spark to fuel Adobe creative apps
Photoshop, Premiere Pro, Substance 3D to get big boost from the new Windows AI platform.
SK Hynix bets HBM, wins Nvidia jackpot
A decade-long memory gamble reshapes the AI silicon supply chain.
Nvidia enters PC chip market
RTX Spark integrates AI, graphics, and Arm architectures.
Alibaba’s T-Head builds China’s Nvidia alternative
The Zhenwu M890 ships at scale—and a two-generation roadmap follows behind it.
FuriosaAI scales inference beyond chips
Broadcom partnership targets hyperscale AI inference clusters.
Anthropic is the supershopper for AI processors
Nvidia, SpaceX, Microsoft, Amazon, and Google are all in the game.
Second best not good enough, says China
Rejects scaled-down RTX 5090 AIB.
Nvidia results for the first quarter and Fiscal 2027
Another record-breaking quarter.
Part III: The evolution to AI GPUs
CUDA, Tensor Cores, and NPUs rewrote computing history.