Qualcomm Likely To Exit ARM Server CPU Business
Bloomberg recently reported that Qualcomm may be planning to exit the server market for ARM CPU's:The San Diego-based company is exploring whether...
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Sold Out Yet Stockpiled: Nvidia’s Q3 Highlights Potential Deployment Limits
​Nvidia shifts focus to AI infrastructure, aiming to become a full-stack systems supplier, but faces challenges with hyperscaler capex and rising...
391 Views
OpenAI and Its House Built on GPUs, Debt, and Leveraged Demand
​OpenAI's growth model hinges on vendor financing, forward contracts, and projected external capital, with potential risks for OEMs and private...
708 Views
PC Monitor: Dell Doubles Multi-Year Forecasts; AI PC Up-Cycle, Art Thou Finally Here?
​Dell doubles growth forecast through 2030 driven by AI infra, with AI PCs as the next growth engine and potential for a global PC upturn. Taiwan...
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The Intel-Nvidia Deal Could Outflank AMD Entirely
​Nvidia and Intel's alliance could marginalise AMD sooner than expected due to tighter OEM budgets and potential cost reductions in system-level...
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