The $2 Billion Nvidia Deal With Marvell Is About A Lot More Than NVLink Fusion
… No one has really talked about this in the deals we have seen, but clearly if you are buying NVLink hardware, you probably want rights to NVLink software, too. …
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Some Game Theory On That Nvidia-Meta Platforms Partnership
Compute Some Game Theory On That Nvidia-Meta Platforms Partnership When Meta Platforms does a big AI system deal with Nvidia, that usually means that some other open hardware plan that the…
Some More Game Theory, This Time On The AMD-Meta Platforms Deal
… Eight more deals like this, and ten companies will own 100 percent of the stakes in AMD within five years. …
Broadcom May Become The Biggest Counterbalance To Nvidia
… We bring to the partnerships, each of them, unmatched technology in SerDes, silicon design, process technology, advanced packaging and networking to enable each of these customers to achieve optimal performance for their differentiated LLM workloads. …
SambaNova Pits Its Engineering Against Nvidia For Agentic AI
… It remains to be seen if these acquihire deals will pass muster with regulatory authorities around the globe. …
Rebellions AI Rings Up The Money To Rack Up AI Inference Systems
… We are focused on what else we can you achieve through those partnerships. …
The Embrace Of AI In Design Transforms Cadence And Its Customers
… Being able to give people more productivity and more efficacy here, this was a natural win, and the best place to start to apply agentic AI.” At its CadenceLIVE 2026 show this week in San Jose, California, Devgan and other executives announced expanded partnerships with Nvidia and Google to expand … …
Dell Is Determined To Gets Its Piece Of The AI Enterprise Pie
…The decision first emerged this month when Qualcomm announced a deal with Saudi AI company HUMAIN. Cisco will work with the AI Infrastructure Partnership , which includes Microsoft, Nvidia, xAI, and others. Last…