… Zinsner tossed out another interesting tidbit on the call with Wall Street, saying that Intel’s “collective AI-driven businesses now represent 60 percent of revenue and grew 40 percent year-over-year.” Zinsner then added that Intel’s “AI PC revenue grew 8% sequentially and now represents greater th… …
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… It is against all of that context that we turn to Microsoft’s most recent financial results and see how it is doing in its AI business journey, particularly on the Azure cloud. …
… AMD is opting for a variant of UALink, which is itself based on its own Infinity Fabric coherent memory protocol, that runs atop Ethernet for the memory fabric across the Instinct GPUs used inside of the Helios racks. “Andy Bechtolsheim is personally driving – along with the hardware team – a signi… …
… With that, let’s get into Broadcom’s Q1 F2026 financial results. …
… As far as we can tell from the S-1 reports that Cerebras has filed in September 2024 and then again this week as it has a second go at going IPO, G42 has spent $434.5 million on Cerebras gear and support for its cloud buildout of a mix of CS-2 and CS-3 waferscale systems from 2023 through 2025, rep… …
… SoftBank has disclosed nothing about how it is going to mix and match Arm and Ampere Computing, as far as we know, and the top brass at Arm said nothing about it yesterday except that the AGI CPU effort started about three years ago at the behest of Meta Platforms. …