Nvidia and AMD are seeing huge demand for CPUs and Jensen Huang is poised to unveil details for processors specialized for agentic AI at the GTC conference.
Nvidia introduced the DGX Station at GTC 2026, a desktop supercomputer with 20 petaflops of AI performance and 748GB of coherent memory that can run trillion-parameter AI models locally without the ...
AI-driven HBM shift, 2026 sold-out contracts, rising margins and EPS amid low valuation. Read more macro analysis here.
Working at scales both simultaneously vast and incomprehensively nanoscopic, a team of thousands of designers, contractors, and craft workers delivered Intel’s 2.9-million-sq-ft chip fabrication ...
Working at scales both simultaneously vast and incomprehensively nanoscopic, a team of thousands of designers, contractors, and craft workers delivered Intel’s 2.9-million-sq-ft chip fabrication ...