Earnings results often indicate what direction a company will take in the months ahead. With Q3 behind us, let’s have a look at Qualcomm (NASDAQ:QCOM) and its peers. The biggest demand drivers for processors (CPUs) and graphics chips at the moment are secular trends related to 5G and Internet of Things,
Amazon unveiled its latest AI chips last month in a bid to reduce its dependence on market leader Nvidia and take a share of a multibillion-dollar market.Central to this effort is the introduction of Trainium 2,
According to industry leakers, Nvidia hopes to break out of GPUs and power Windows on Arm devices for the mass market.
Semiconductor stocks have been red hot over the last two years thanks to soaring demand for artificial intelligence (AI).
Nvidia's new focus on physical AI and robotics has crucial implications for industrial automation systems. With this shift, we’re seeing the rise of robotic enterprises.
Leaks suggest Nvidia is collaborating with Lenovo on a powerful new chip that will be featured in its Yoga line of laptops.
Nvidia has hinted that it plans to enter the Windows PC market, and we have compiled all the details about Nvidia's upcoming ARM chipset.
There was a huge focus on advanced technologies coming to vehicles of all kinds at CES this year with the help of GenAI.
Aetina, a subsidiary of Innodisk, has announced comprehensive support for the super mode feature introduced by Nvidia's Jetson Orin NX and Jetson Orin Nano modules. The company also announced a collaboration with Qualcomm,
Broadcom, under CEO Hock Tan, now finds itself at the epicentre of one of the world’s fastest-growing markets — AI chips
NVIDIA will reportedly release its first-ever ARM-based chips for Windows PCs. The rumored N1X chip is expected by the end of 2025 and its sibling, the N1, is expected in 2026.
Qualcomm launched its first Arm-based PC CPUs last year, and although they haven't exactly been a smash hit, partly because of compatibility problems, Arm-based PC are likely to be here to stay. Qualcomm is now seemingly looking to re-enter the server CPU market with new chips.