CX Daily: U.S. and Chinese Chipmakers Tread Different Paths in AI Gold Rush
TOP STORIES Chips / Cover Story: U. S. and Chinese Chipmakers Tread Different Paths in AI Gold Rush A global race to dominate artificial...
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Paul Bloch: Powering the AI Revolution - [Making Markets, EP.68]
Paul Block, co-founder and CEO of DDN, discusses how his company recognized the AI inflection point early on and is now partnering with major...
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Intel (INTC.US): 3Q25 Results Slightly Beat; Emphasized AI Importance; Seeking New Foundry Clients.
​Intel Corp beat 3Q25 estimates, focusing on AI growth and strategic investments, while its foundry business seeks external customers.
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From Commodity to Catalyst: Memory as the New Bottleneck
​AI infrastructure is increasingly reliant on NAND flash and HBM, reshaping demand and pricing, with SSD demand booked through 2026 and HDD lead...
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Nintendo and the Switch 2: An Options Menu
​Nintendo's new console and strong IP ecosystem set the stage for significant growth, backed by strategic expansion and a solid financial position.
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