Hardware
Revenue is growing again, but supply troubles continue to hold revenue back.
But the market is unimpressed...
Intel is searching for major Foundry customers after spending billions on new factories.
Agentic AI and fresh CPU demand is helping demand, and profits, stay high says CEO.
The state-backed chip funding continues to flow...
Targeting the "high-growth, high-conviction AI native sector" of neoclouds.
Let a big fat desktop market and Bias-Aware Manipulation Inference techniques for GUI grounding be your friends
New Vera standalone CPU sets NVIDIA up to be "the world leading CPU supplier", claims Huang.
"Soon, the data centre will be Arm’s largest business."