Nvidia CEO Jensen Huang said that the company's market share of AI accelerators in China has now dropped to 0%. The drop is staggering, given that the company owned the lion's share of China's AI accelerator market just two years ago . …
… It remains to be seen how widely adopted AMD's new card will be, given Nvidia's hold on the market with CUDA. But AMD is working to improve its competing ROCm software stack, as the GPU maker explained to us at CES 2026. …
… So we always take everything with a healthy dose of paranoia, but we are also very, very confident with our products,” Neelalojanan told me. “When an Arm CPU enters a market, there’s going to be tons of compatibility, DRM issues, backwards compatibility, so as a result, we are very confident that w… …
… Looking at the geometric mean of test results, Vera comes out on top by a fair margin, in part thanks to very strong performance in LuaJIT FFTs, ClickHouse database server, and the Renaissance JVM benchmark, where it absolutely dusted the competition. …
… Instead, the company now views the market as split into multiple workload-specific segments, including general-purpose compute, CPU head nodes for accelerators, and CPUs optimized for agentic AI workloads. …
… True enough, Nvidia’s AI chip market share in China has fallen to “zero percent,” compared to the 95% it previously held before the AI chip bans. And even if that’s the case, Chinese firms still continue making frontier AI models and remain competitive against American AI tech companies. …
… Furthermore, it has faced stiff competition from the likes of DJI and Insta360, which also offer products such as drones and gimbals. While the FCC has banned the former from the U.S. market , the latter is still widely available. …
… Instead of its traditional product categories, Nvidia will now split its revenue based on deployment markets. Going forward, the company will report two main platforms: Data Center and Edge Computing. …
… Ohmura, who took the role in April, said Nikon is talking to several large chipmakers in the U.S. and Asia about fresh ArF orders, with discussions "nearing purchase orders." Go deeper with TH Premium: CPU CPU scaling with DLSS Ryzen to the top: How AMD innovated in the gaming CPU market How ARM is… …
Uber President and COO Andrew Macdonald has warned that there is not yet a link between higher AI token usage and an increase in useful consumer features, seemingly pumping the brakes on 'AI tokenmaxxing.' Speaking on the Rapid Response Podcast via Business Insider , Macdonald said, "That link is n… …