Nvidia no longer reports gaming GPU sales as a separate segment — posts eye-watering $81.6 billion Q1 profit thanks to AI boom
… Going forward, the company will report two main platforms: Data Center and Edge Computing. …
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Analyst says Nvidia poised to capture two-thirds of the x86 server CPU market from Intel and AMD with expected $20 billion in revenue — 'Nvidia is already on track' to deliver 4 million Vera CPUs in FY2027
… Intel's data center and AI DCAI division's revenue totaled $16.8 billion last year, whereas AMD's data center unit earned $16.635 billion in 2025. …
Jensen Huang says Nvidia wants to 'reinvent the single most important tool of humanity' with RTX Spark — Nvidia CEO touts support of 'literally every computer maker in the world' for its agentic AI PC platform
… In a response to a question posed by analyst Ryan Shrout, Huang said that the decision to develop and introduce a new PC platform with RTX Spark isn't fundamentally about business concerns like the potential margins involved, and that "we don't really have to choose between solving one problem or a… …
Nvidia's exposure to Asian supply chains for components hits 90% of its production costs — marked increase from 65% could intensify as physical AI adds even more exposure
… That figure captures Nvidia's established data center supply chain: TSMC fabrication, SK hynix and Samsung HBM, and server assembly from Foxconn and Quanta. …
Musk's Colossus 1 AI supercomputer's inefficient mixed-architecture design couldn't be used to train Grok, so Anthropic's using it for inference instead — Musk readies unified Blackwell-only Colossus 2 for frontier training and potential IPO
… The apparent solution is to build more data centers, which Anthropic is apparently pursuing via massive gigawatt deals with Amazon , Google , Microsoft , and Nvidia. However, modern hyperscale AI data centers can cost tens of billions of dollars and take years to build. …
Tech Industry News, Analysis and Features | Tom's Hardware
… Keep up with Tom’s Hardware Premium, available from just $7 per month By The Editors of Tom's Hardware Published 11 May 26 Tech Industry AI data center developers target rural territory to bypass city construction bans and regulations By Jowi Morales Published 11 May 26 Artificial Intelligence Inte… …
Intel warns it has 'a healthy dose of paranoia' over Nvidia entrance into PC market — company says RTX Spark is 'great for the market' while touting the virtues of x86
… Just this week, with the announcement of Xeon 6+ ‘Clearwater Forest’ CPUs , Intel highlighted its work with Nvidia in the data center. Now, Intel has a direct mobile platform competitor in the form of Nvidia, which isn’t to be taken lightly. …
Tech Industry News, Analysis and Features | Tom's Hardware
Tech Industry Latest about Tech Industry Samsung granted court injunction against imminent strike action in last-minute reprieve By Stephen Warwick Published 18 May 26 Tech Industry Samsung meeting transcripts show memory workers offered incredible 607% bonus worth $477,000, while logic chip staff … …
Computex 2026 Day Zero Wrap-Up: Nvidia launches RTX Spark Superchip assault on laptop and desktop markets, Intel readies Xeon 6+
… Nvidia lays out RTX Spark roadmap for laptops and desktop PCs at Computex 2026 Nvidia unveils RTX Spark Superchip for laptops and desktop PCs at Computex 2026 Nvidia's new RTX Spark chip will bring popular anti-cheat software natively to Windows-on-Arm Intel warns it has 'a healthy dose of paranoia… …
Jensen Huang says 'every edge device will become autonomous' — Nvidia maps one computing pattern from the cloud to robotics
… He tied that claim to every product Nvidia detailed at the show, from the Vera data-center CPU now in full production to RTX Spark , its first Windows PC platform, shipping in laptops this fall. …