Where does Intel stand today? Three key challenges ahead
The market is undergoing a shift
Beyond Nvidia: Does AI processing = GPUs?
Exploring alternative chips, an evolving narrative
What's next for AMD?
We think there is a real opportunity for AMD in data center AI
Hewlett Packard Enterprise melds supercomputing and generative AI
A supercomputing-as-a-service solution - an interesting feat in itself
AMD's take on AI: Instinct MI300X combines GPU cores with 192 GB of HBM3 memory
Also new "Bergamo" and "Genoa X" 4th-gen Epyc processors for the datacenter
Marketing a CPU in a multi-polar world
There are no easy answers in this very complex, rapidly moving environment, but there is some hope
I got to play with the Apple Vision Pro and saw the future of computing. Again.
Editor's take: I was one of the lucky few who got to attend Apple's WWDC keynote presentation in person, and also got to try the new Apple Vision Pro headset for a 25-minute hands-on, er, heads-on demo. The experience was very good – as it certainly should be for a product that's going to cost a whopping $3,499 – but it was also a bit more similar to other devices I've tried over the years than I initially expected it to be.
The new trade war: China's dramatic rise in the EV market
China's EV growth could stir global tensions
Hybrid AI concept would move AI generation from the cloud to our devices
Distributed computing for generative AI
The AI chip market landscape: Choose your battles carefully
There are three markets for AI chips: training, cloud inference and edge inference. All of them are already fairly crowded
Dell and Nvidia launch Project Helix, generative AI for businesses
On-premises enterprise AI for improved security
Is Nvidia now a software stock? The competitive advantage of CUDA
The big picture: The world has gone mad for AI. Setting aside what the latest AI models are actually good for, it is not surprising that investors are looking for stocks with "AI exposure." Unfortunately, this turns out to be a fairly short list at the moment, and at the top of that list is Nvidia.
IBM unleashes new AI strategy with "watsonx"
The first version of IBM Watson was unveiled in 2011 when it competed on TV quiz show Jeopardy!
Opinion: Everybody wants to software
In context: For years, hardware makers have observed the attention and valuation multiples enjoyed by software companies with envy. Employees at hardware companies have also longed for the fancy perks their peers receive at software companies, while their hardware teams are fortunate to even have coffee at work. Software may be eating the world, but does that mean only software companies get foosball tables at work?
Amazon debuts Bedrock, a new cloud service for AI-generated text and images
Amazon's AI strategy focuses on choice (for developers, not consumers)
Latest Cadence tools bring generative AI to chip and system design
Specialized generative AI versus general-purpose language-based offerings
Education or experience: Should IT jobs focus more on candidate skills and less on degrees?
The split between "required" and "desired" IT job qualifications continues to grow
How to sell a CPU
Editor's take: Much of the focus in semiconductors is on chip performance, and so for many outside the process it can be mystifying why sometimes a "better" chip loses out to a "weaker" chip. To name just one example, Intel still sells a lot of server CPUs despite their poor comparison with the latest AMD or Arm offerings.
With no easy path to replace Apple revenue, can Qualcomm ever grow again?
Hoping your competitor fails is not a great strategy
Amazon Sidewalk opens up to third-parties offering a low-bandwidth, long-range network for IoT devices
Network's killer feature may be the coverage it can already offer
Does Android need saving? If yes, here's how to do it.
Fragmentation is only one of many issues with the popular OS
Editor's take: Android is a hot mess. Google should make it truly open source. This would relieve them of a major antitrust vulnerability and infuse a massive amount of energy to the project.
For new hardware companies, waiting is the hardest part
Software can be patched in real-time, but once hardware goes out the door there is no way to fix it
Microsoft Copilot enables next-gen AI for Word, Excel and other Office applications
Is this finally the kind of digital assistant we've always wanted?