Opinion articles

Google enhances Workspace with Gemini Pro 1.5 and new Vids application

How will AI reshape the data center?

Why it matters: The rise of AI compute is poised to reshape the economics of the data center. That may be as simple as Nvidia displacing Intel, but it could also lead to much wider, systematic change.

What if Nvidia had acquired Arm?

Not just the hardware: How deep is Nvidia's software moat?

The big picture: Starting tomorrow, Nvidia is hosting its GTC developer conference. Once a sideshow for semis, the event has transformed into the center of attention for much of the industry. With Nvidia's rise, many have been asking the extent to which Nvidia's software provides a durable competitive moat for its hardware. As we have been getting a lot of questions about that, we want to lay out our thoughts here.

Software-defined vehicles get a push from Arm and Cadence

Intel is relaunching the Core i9-14900K... wait, it's the 6.2GHz Core i9-14900KS

Data Governance and Provenance: Two words that are critical to the future of generative AI

How Arm results set the world on fire

Is Hello Games finally calling No Man's Sky "complete" with the Omega update?

Wrestling with AI and the AIpocalypse we should be worried about

Editor's take: Like almost everyone in tech today, we have spent the past year trying to wrap our heads around "AI". What it is, how it works, and what it means for the industry. We are not sure that we have any good answers, but a few things have been clear. Maybe AGI (artificial general intelligence) will emerge, or we'll see some other major AI breakthrough, but focusing too much on those risks could be overlooking the very real – but also very mundane – improvements that transformer networks are already delivering.

Opinion: How will generative AI impact our devices?

Marvell: Where do they fit in the world of semiconductors?

Tech layoffs and share prices don't add up: Cutting costs at financial peaks?

Opinion: The big AI party is not cancelled, just postponed

Samsung Galaxy S24 upgrades focus on software first

Opinion: Is anyone going to make money in AI inference?

Arm and RISC-V: Can there only be one?

Intel is refining its computing vision and where it sees the PC going

As long as AMD can offer better GPUs than Intel, and better CPUs than Nvidia, they can have a seat at the table

AMD makes AI statement with new hardware and roadmap, set to rival Nvidia in the data center

There's no going back: The new data center is dominated by Nvidia

Why it matters: The revenue share figures for data center processors present a clear picture. Nvidia has experienced robust growth for years and currently leads the market. The primary question now is: what is the new normal for their market share?

Amazon's AWS GenAI strategy comes with a big Q

Intel sales and new accounting: Choose your own adventure

Telecom equipment makers are having a bad month, and a bad decade

IBM extends its goals for AI and quantum computing, shows off roadmap

Forward-looking: While no one doubts the heritage of tech advancements that IBM has made over recent decades, there are certainly those who've started to wonder if the company is able to sustain those types of efforts into the future. At a recent analyst day held at the historic Thomas J. Watson Research Center, IBM made a convincing argument that they are up to the task, especially in the fields of AI as well as quantum computing.