Opinion articles

Nvidia's secret weapon: It's the software, stupid

The big picture: Nvidia's Jensen Huang kickstarted CES this year with his keynote. We listened to it and read a fair amount of analysis since. If you don't have 90 minutes to spare, we can sum it up for you: Nvidia has all the software. Or at least it has more than you do.

Nvidia brings GenAI to the physical world with Cosmos

The real end of Moore's Law and the true cost of a monopoly

AWS refreshes AI story with new Trainium 2 chip, Bedrock upgrades, and SageMaker Studio

What's next for Intel: Split, sell, or shut down the fabs?

In context: Intel has been in play since reporting its disastrous June quarter. Despite turning in a decent quarter last month, the writing has been on the wall for several months that Gelsinger was under pressure. That pressure was coming from all directions – customers, partners, employees, and, not least, the Street. After the company reset guidance in July, the consensus across the financial community was that Intel had to be split in two, and increasingly that Gelsinger had to go.

The unsung heroes of chip sales: field application engineers

The x86 wish list: Complexities of an imaginary Intel takeover

Editor's take: We are frequently asked some version of the question, "Will someone acquire Intel?" At this point, we think it is highly unlikely, but these are unpredictable times. Setting aside all the principal considerations – like money, strategy, and regulatory approval – there are a few other hurdles. Chief among these is Intel's license for x86.

The Terminator at 40: the sci-fi cult classic that still shapes how we view the threat of AI

In context: October 2024 marked the 40th anniversary of director James Cameron's science fiction classic, The Terminator – a film that popularised society's fear of machines that can't be reasoned with, and that "absolutely will not stop … until you are dead", as one character memorably puts it.

Hybrid AI will change everything in enterprise computing

Intel vs. TSMC: Why economic factors, not tech, are at the heart of America's chip struggle

Cisco shifts focus to AI with new infrastructure solutions

Arm vs Qualcomm: mutually assured destruction

Qualcomm accelerates automotive AI with Snapdragon's latest chips

Money first, fun last: Former PlayStation president warns of gaming's creative decline

Editor's take: I have felt for years that the video game industry is headed for another crash. I base this opinion on the lack of creativity coming from prominent developers. Bethesda: "Let's make another Skyrim port," or Skyrim in space, as we saw with the overhyped Starfield. Other companies are just as devoid of new ideas, releasing a deluge of remakes instead of something new. I'm not alone in my feelings.

Businesses are still betting on generative AI despite media skepticism

Remember AMI BIOS? Turns out there's a buried treasure in firmware

The big picture: Firmware is one of those obscure areas of computing that is simultaneously critical yet largely ignored. Not coincidentally, we have been doing a lot of work lately digging around such dark corners of the industry. Despite the ubiquitous nature of firmware, almost no one talks about it much.

How to build a server in "100 easy steps": The growing pains of modern data centers

Lenovo unveils new AI laptops with Intel, AMD, and Qualcomm chips inside

Intel's Lunar Lake reignites PC competition, Core Ultra Series 2 is now official

Intel's gathering storm and why it needs to stay the course

AMD's $5 billion ZT acquisition: Strategic play or overpriced gamble?

Bottom line: The strategic rationale behind AMD acquiring ZT makes sense, to a point, but $5 billion is a lot to pay, especially when the true value of the transaction relies heavily on the price AMD will get when they spin off ZT's manufacturing unit.

Why are there so many AI accelerators?

Google's Pixel 9 series stands out by bringing practical AI to your pocket