PC will overtake console revenue by 2028, says Newzoo
…Newzoo said the combined revenue for these segments grew 7% year-over-year in 2025 to $88.3 billion, and forecasts it will reach $94.3 billion in 2026. Newzoo observed that…
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Top stories
Android Reviews, Analysis and Buying Guides | Tom's Hardware
…Android Huawei cut its revenue forecast for 2019 by $30 billion as the American semiconductor industry lobbied to ease the U.S. government's restrictions. Android Western Digital has at least temporarily…
AMD's EPYC Venice To Outpace NVIDIA's Vera CPUs With 6.75M Units by 2027, Morgan Stanley Says, as Zen 6 Eclipses a 5.75M Rival
…Taken together, we estimate Nvidia’s 2027 forecast for Nvidia’s data center revenue to rise 52% Y/Y. via Morgan Stanley But right now, NVIDIA faces some big competition. While its…
The Current AI Networking Wave Will Be A Tsunami Of Money By 2027
…The AI networking opportunity is enormous, as seen in the forecast for revenues by port speed for Ethernet switching from Dell’Oro Group: The 1.6 TB/sec Ethernet wave is a…
Discussions and forums
Anthropic Urges Global Pause in AI Development, Flags 'Self-Improvement' Risk
WSJ Anthropic is calling for top artificial intelligence labs to weigh slowing the pace of development, suggesting that AI systems are advancing so rapidly that they may soon be able to improve themselves without human i…
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There's a $50B company hiding inside Salesforce
Hi — I'm Taylor, founder of revkit.ai.I've been quiet on the YC blog because we've been heads-down with our first wave of customers. But I want to share the thesis we're building on, because I think it matters for any fo…
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PlayStation records $765m impairment loss from Bungie as operating income falls 41.6% in Q4
…among other things, unit sales and promotional plans." Looking ahead, Sony forecasts a 6% decrease in G&NS segment revenue to ¥4.4 trillion ($28 billion) and a 30% increase in operating…
AMD posts record first-quarter results, driven by skyrocketing data center CPU demand — company expects consumer and gaming revenue to decline in Q2 over rising memory and component costs
…Client revenue alone reached $2.9 billion, up 26%, driven by strong Ryzen processor demand and commercial PC share gains. Gaming revenue rose 11% to $720 million due to stronger Radeon GPU…
Nvidia tops TSMC’s queue while AMD noses forward – Fudzilla.com
…Taken together, we estimate Nvidia’s 2027 forecast for Nvidia’s data centre revenue to rise 52 per cent year on year.” Nvidia has been pivoting harder into CPUs to claw back…
Kioxia Details 332-Layer BiCS10 NAND for Future PCIe Gen6 SSDs
…Kioxia also shared updated market forecasts during the presentation. The company expects total NAND flash shipments to achieve a compound annual growth rate of 22% between 2026 and 2028. Growth is expected…
NAND flash makers earned $46 billion in revenues over the first three months of the year
…It is, of course, the companies that make the NAND flash memory chips, and the latest research suggests that, altogether, they accrued $46 billion in Q1 2026 revenues, more than three times…
CPU Sales Plummet to 30-Year Low in Q4 2022
…Nvidia Announces Record $7.1 Billion Q3 Revenue IDC: Global PC Shipments Declined 15 Percent in The Second Quarter Semiconductor Industry Forecast Projects Huge Gains for AMD, Losses for Intel and Sony