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Intel bets on new Foundry strategy, AI inference growth

A sprinkle of billion-dollar partnerships and a tightly controlled CapEx strategy could change Intel's fate.

Texas Instruments blames tariff uncertainty for slow chips growth

Data centres are a growing opportunity but TI could "do more".

An AMD branded fan, it will supply its Instinct GPUs for OpenAI compute

OpenAI to become AMD's largest shareholder across the multi-year deal.

NVIDIA, Disney, Google bring robotics engine to Linux

Disney brings theme parks knowledge to general robotics push.

Micron revenue soars as DRAM prices rise to meet demand

Supply-demand imbalance and government incentives help swing profit margins in Micron's favour.

A data centre. HPE's server sector saw record revenues as AI orders doubles

Thank you, billion-dollar backlog and a Blackwell server demand.

NVIDIA CEO Jensen Huang

No H20s shipped in Q2 but NVIDIA promises billions will pour in when China's floodgates are opened.

Printer demand isn't dead, just sleeping, says HP about RTO

29% of HP's business makes 56% of its profits. Guess which part?

Fortinet's one million end-of-life firewalls has investors freaking out a bit

SASE is growing, but analysts are worried refresh cycle on 15-year-old devices

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