Nvidia, the everything company
GPUs, cars, networking processors, robots, supercomputers, gaming chips, rice cookers.
AI will be everywhere, and is for everyone
AMD’s Lisa Su shares AMD’s vision and new developments.
AI training vs. inferencing vs. memory bandwidth
Getting closer to very fast memory is the key.
Nvidia makes a dramatic, gigantic acquisition-licensing deal with Groq
As JPR predicted, the biggest private companies will get acquired.
Multiple threads improve GPU performance
How modern GPUs work.
Chinese sovereign VC fund
Already a big investor and now with the promise of more.
Intel scales up functionality and out physically
The largest multi-chip floor to date.
RISC-V GPUs
Will a RISC-V GPU be risky?
China’s GPU hopefuls hit the public markets with big multiples, while Nvidia hangs on
MetaX pops ~700% on debut, as China’s GPU trade builds, but Nvidia remains the buyer’s choice.
One more reason why Nvidia is impossible to catch
Nvidia acquires SchedMD, open-source AI workload management.
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.
GF’s AI manufacturing push sets the stage for MIPS integration
Siemens and GF team up on AI-driven fab automation—and MIPS is the missing but implied piece.