Arm bets $2 billion on AI chip push – Fudzilla.com
…Arm reported revenue of $1.5 billion for the quarter ending March, roughly in line with the cocaine nose jobs of Wall Street expectations. It expects $1.26 billion in the current…
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Nvidia's Q2 Gaming Revenue Falls 44 Percent, GPU Prices Plunge
…It faced an eyebrow-raising 44 percent drop in gaming revenue quarter-to-quarter. Total gaming revenue was estimated to be $2.04 billion, which is also a 33 percent drop year…
Nvidia is locking down its supply chain – Fudzilla.com
…Unlike revenue, earnings and free cash flow, there is no consensus on where purchase commitments will land when Nvidia posts its fiscal first-quarter report next week. Memory costs alone have jumped…
Larry Ellison’s betting everything on OpenAI. Will it pay off or pop the bubble?
…That may be in doubt now, after the Journal also reported OpenAI missed revenue and user growth targets. “Chief Financial Officer Sarah Friar has told other company leaders that she is worried…
Microsoft Committed To Doubling AI Infrastructure In Two Years
…I have a tough time believing that OpenAI represented 55 percent of Intelligent Cloud revenues, and an even tougher time believing that OpenAI represented 68 percent of all Azure revenues. It is…
If You Can Make A Compute Engine, You Can Sell A Compute Engine
…The Gaming group does much better, at $173 million in our estimates, representing 24 percent of revenues for its operating income. That leaves the Embedded group, which sells FPGAs and which had…
NVIDIA Vera Rubin AI Rack Cost Reportedly Hits $7.8 Million
…Tom's Hardware Share this content Twitter Facebook Reddit WhatsApp Email Print NVIDIA Removes Gaming Revenue Category From Financial Reports Taiwan Launches Major Crackdown on NVIDIA AI Chip Smuggling Network
DDR6 development starts with Samsung, SK Hynix, and Micron aiming for shipments by 2028
…Galactic Racer and 007 First Light get native DLSS 4.5 support on PC AMD Gaming revenue increased in Q1 2026 thanks to 'solid demand' for Radeon GPUs Linux running on a…
Retailer's Latest Stats Show Germans Prefer AMD GPUs And The RX 9070 XT Is Easily The Best Selling GPU
…With a much lower average selling price of 574 Euros, AMD was able to secure 58.13% of revenue, and NVIDIA generated 41.87% of the revenue with an ASP of 770…
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…