… Zuhair's expertise lies in deconstructing complex topics such as fabrication nodes e.g., 2nm process , the economic impact of policies like the CHIPS Act, and the strategic development of AI infrastructure from NVIDIA, AMD and Intel. …
… Apple is using strategic levers to gain an advantage over its competitors as the ongoing memory crunch continues to unfold, as per a new research note from Daishin Securities We reported on supply chain chatter in early April, suggesting that Apple was actively buying up "all available mobile DRAM … …
… This rapid AI deployment means that the green team will have to cut some corners of its current GPU allocation, and knowing that AI is the big market right now, that's where the production is going to be prioritized. …
… Related Story “I Produce The Lowest Cost Tokens In The World” Says NVIDIA CEO As He Highlights The Full-Stack Approach To AI H200 is competitive in the market. …
ARM's latest AGI CPU was unveiled a few days ago, and CEO Rene Haas claimed the platform is ready to bite into x86's market share, but Intel isn't optimistic about the processor's success with agentic AI. …
… Intel's EMIB-T Packaging's Success Is Dependent On ABF Substrate, Says Analyst Over the past couple of weeks, multiple reports have suggested that not only is Intel aggressively marketing its EMIB-T packaging technology, but also added that big ticket technology names such as Google are interested … …
… AMD has already maintained that it offers stronger AI inferencing performance versus the competition. "The market realizes that Intel’s guidance reads very favorably for AMD, particularly server CPU given commentary that implies Intel is undershipping the market by ~20%. …
… Read all comments on OpenAI To Scale-Up AI Compute Capacity To A Whopping 30GW By 2030, Far Surpassing The Competition
… By strengthening supply chain capabilities, deepening customer relationships across cloud and enterprise segments, and maintaining a competitive edge over both traditional and emerging architectures, AMD is well-equipped to sustain momentum and capture greater market share in the rapidly evolving l… …
… With more than 32 million shipments of the base iPhone 17 recorded in China, which doesn’t even support Siri AI, consumers want value over everything else Due to regulatory obstacles, China isn’t going to be one of Apple’s first markets to receive Siri AI, which is quite a shame, given that the cou… …