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Custom silicon, which hyperscalers are rushing to design, could turn into a formidable competitor to Nvidia’s chips. The chipmaker sees things differently ... Show more
Nvidia’s great silicon showdown
Nvidia’s great silicon showdown
Nvidia’s great silicon showdown
mb.com.ph/2026/08/12/sison-calls-out-ligutan-over-facebook-post-during-vp-saras-impeachment-trial
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dlvr.it Oct 22
To help world gorge on GPUs, Nvidia brings cash bucket to fatten wafer-thin supply chain
theregister.com/ai-and-ml/2026/10/22/to-help-world-gorge-on-gpus-nvidia-brings-cash-bucket-to-fatten-wafer-thin-supply-chain/5304623
Qualcomm’s $60 billion deal reveals what comes after smartphones: Qualcomm just found a potential replacement for its fading Apple business
thestreet.com/technology/qualcomms-60-billion-deal-reveals-what-comes-after-smartphones
Barron's Sep 09
Nvidia Stock: Qualcomm’s Amazon Deal Shows NVDA Is Still Top Dog
barrons.com/articles/nvidia-stock-price-ai-chips-qualcomm-amazon-28cb9ee5
Paid articlePaywall dlvr.it Aug 19
Google pits Marvell against Broadcom as it chases AI crown: And Marvell just offered the Chocolate Factory a $12.2B stake to sweeten the deal
theregister.com/off-prem/2026/08/19/google-pits-marvell-against-broadcom-as-it-chases-ai-crown/5289902
Nvidia’s great silicon showdown: The chipmaker’s biggest customers want a piece of its business. It is fighting back with a $500bn deal
economist.com/business/2026/08/11/nvidias-great-silicon-showdown
Paid articlePaywall
The custom AI ASIC state of play (May 2026) — Broadcom deals, Google TPUs, Meta MTIA & beyond
tomshardware.com/tech-industry/semiconductors/custom-ai-asics-examined-from-broadcom-to-mtia
Paid articlePaywall dlvr.it May 01
Qualcomm teases ‘dedicated CPU for agentic experiences’ and ‘agentic smartphones’
theregister.com/2026/05/01/qualcomm_q2_fy_26/
AI Could Democratize One of Tech's Most Valuable Resources: AI is making it easier to design chips and optimize software for different silicon ...
wired.com/story/ai-could-democratize-one-of-techs-most-valuable-resources/
dlvr.it Apr 07
No-Nvidia interconnect club delivers 2.0 spec before v1.0 silicon ships: : UALink splits work on physical layer and protocol specs to speed things up ...
theregister.com/2026/04/07/ualink_2_specs/
Nvidia’s $2 billion Marvell bet is not an investment. It is a toll booth.: Nvidia has invested $2 billion in Marvell Technology and folded the chipmaker into its ...
thenextweb.com/news/nvidia-marvell-nvlink-fusion-ecosystem-lock-in
China's homegrown silicon suppliers gain traction as Nvidia struggles to get its chips into the market — Huawei, Cambricon and more step up to fill ...
tomshardware.com/tech-industry/chinas-homegrown-silicon-suppliers-gain-traction-as-nvidia-struggles-to-get-its-chips-into-the-market-huawei-cambricon-and-more-step-up-to-fill-crucial-market-gap
Paid articlePaywall
Nvidia invests $2bn in chipmaker Marvell to boost AI networking: Semiconductor groups join forces on silicon photonics to speed up data centre systems
ft.com/content/e23bc33e-757e-46bc-acad-e89647351324
Paid articlePaywall
Before Nvidia, there was Dado Banatao: The Filipino thinker who prepared the ground for artificial intelligence — and what his mind can teach us now
rappler.com/people/profiles/dado-banatao-foundation-artifical-intelligence/
“AI model hardwired into silicon is…”: Zoho’s Sridhar Vembu speaks on Nvidia GPU-beating Taalas AI silicon chip
financialexpress.com/life/technology-ai-model-hardwired-into-silicon-is-zohos-sridhar-vembu-speaks-on-nvidia-gpu-beating-taalas-ai-silicon-chip-4151512/
Nvidia CEO denies that US wants to shift 40% of Taiwan's chipmaking capacity to America — Jensen Huang says onshoring is all new capacity ...
tomshardware.com/tech-industry/semiconductors/nvidia-ceo-denies-that-u-s-wants-to-shift-40-percent-of-taiwans-chipmaking-capacity-to-america-jensen-huang-says-onshoring-is-all-new-capacity-will-preserve-island-nations-silicon-shield
Huawei's AI chip capabilities still pale in comparison to American silicon — report from U.S. council details that despite fears ...
tomshardware.com/tech-industry/semiconductors/huawei-still-cant-match-nvidia-on-ai-chips-says-cfr-report
Paid articlePaywall The data center cooling state of play (2025) — Liquid cooling is on the rise, thermal density demands skyrocket in AI data centers ...
tomshardware.com/pc-components/cooling/the-data-center-cooling-state-of-play-2025-liquid-cooling-is-on-the-rise-thermal-density-demands-skyrocket-in-ai-data-centers-and-tsmc-leads-with-direct-to-silicon-solutions
Paid articlePaywall
Nvidia's unofficial exports to China face scrutiny after arrest of silicon smugglers in Singapore
cnbc.com/2025/03/03/nvidia-unofficial-exports-to-china-face-scrutiny-after-singapore-arrests.html
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