Driving Down The AI System Roadmap With Nvidia
…Nvidia Mostly Owns Training, And Can Compete On Inference These roadmaps are important to the OEMs and ODMs that convert Nvidia’s technology into the systems that run AI training and inference…
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Marvell Pivots To AI Silicon, Looks Poised To Profit
…the contenders, and that is why we see the providers of the dominant foundation models (mainly OpenAI and Anthropic) tightly coupled to those who have vast AI fleets already. And therefore it…
Oracle First In Line For AMD “Altair” MI450 GPUs, “Helios” Racks
…Sovereigns, And Neoclouds June 4, 2026 AI Cisco Preps For A World Of AI Agent Coworkers, Frontier Model Threats June 3, 2026 AI Nvidia Extends Its Grip On The AI Datacenter Outwards…
AMD Finally Makes More Money On GPUs Than CPUs In A Quarter
…and Instinct engine, which will “scale our AI business to tens of billions in annual revenue in 2027.” We took a stab at modeling AMD’s datacenter AI total addressable market and…
Uncle Sam Awards $2 Billion-Plus To Quantum Companies, But Wants A Cut
…Commerce Department (DOC) and funded through the CHIPS and Science Act created by President Biden. In announcing the funding, the DOC stressed the importance of U.S. leadership in quantum, noting the…
Intel Xeon 6 CPUs Carve Out Their Territory In AI, HPC
…Intel’s AMX (Advanced Matrix Extensions) are key elements for AI acceleration. It supports INT8, BF16, and FP16 data sets, boosting model speed and efficiency and accelerating AI training and inferencing. Host…
Nvidia Brings The Power Of Open Source AI Models To Quantum Computing
…interconnectivity between quantum chips and GPUs. Nvidia has also been growing its family of open source AI models, from Nemotron for agentic AI and Cosmos for physical AI to Gr00t (robotics), BioNeMo…
Cisco Wins Over AI Customers With Merchant Silicon And Optics
Cisco Wins Over AI Customers With Merchant Silicon And Optics We are all full aware of what the hyperscalers, cloud builders, and AI model builders are all doing to build out their…
The GenAI Battle Shifts From Frontier Models To Agentic Platforms
…deliver AI by piecing together a puzzle piece or fragmented silicon and disconnected models. To drive real value, you need an architecture where chips are designed for the models, models are grounded…
The Memory Crunch Pinches Cisco’s Profits
…Our most pessimistic forecast for Cisco, shows AI orders coming in at around $6.2 billion for Silicon One chips and switches and optics sold to the tech titans in fiscal 2026…