Arm bets $2 billion on AI chip push – Fudzilla.com
… Licensing revenue came in at $819 million, beating the $775 million analysts expected. …
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Nvidia is locking down its supply chain – Fudzilla.com
… Broadcom told investors in March that it had “secured the supply chain required” to hit $100 billion in AI chip revenue next year. That would be a little more than triple the current annual revenue of that business segment. …
Qualcomm’s rides a hyperscaler tease – Fudzilla.com
… The US chipmaker reported adjusted earnings per share of $2.65, beating estimates by nine cents, and revenue landed in line at $10.6 billion, while its third-quarter revenue outlook missed. …
Foxconn’s CPO racks vanish into Nvidia’s jaws – Fudzilla.com
… TOPICS: ai-infrastructure · co-packaged optics · CPO racks · data centres · feynman · foxconn · Nvidia · optical switches · rubin Latest articles Network News May 14, 2026 AMD nicks nearly half the server cash AI News May 14, 2026 AI agents give CPU substrates a shove AI News May 14, 2026 Cisco mil… …
Nvidia’s China chip deal stuck in Trump’s trade circus – Fudzilla.com
… Trump negotiated an arrangement under which the US would receive 25 per cent of the revenue from the chip sales. …
Huawei muscles in on China’s AI chips – Fudzilla.com
… Huawei expects revenues from its AI chips to hit about $12bn this year based on orders already in hand, up from $7.5bn in 2025. …
AI agents give CPU substrates a shove – Fudzilla.com
… TOPICS: agentic ai · ai-servers · asics · broadcom · CPUs · Ibiden · Intel · Nvidia · substrates Latest articles Network News May 14, 2026 Foxconn’s CPO racks vanish into Nvidia’s jaws Network News May 14, 2026 AMD nicks nearly half the server cash AI News May 14, 2026 Cisco milks AI boom as orders… …