Arm has stepped up an effort to convince more developers to create Windows applications that run natively on its processors. Dave Whaley, director of strategic partnerships for Arm, said an AppReady for Windows initiative centralizes access to artificial intelligence (AI) tools for scanning code and identifying portability issues, along with access to support and guidance […]
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When I started covering technology, semiconductors were one of those industries that most people acknowledged as important but rarely paid much attention to. Chips were the engines underneath the hood. They powered servers, PCs, networking equipment and eventually smartphones, but they generally weren’t the story. The story was the software, the applications, the platforms and […]
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NVIDIA formally took the wraps off of Vera, its second-generation […]
CPU and motherboard makers like to transition off of old […]
Microsoft and NVIDIA do not usually coordinate their social feeds for fun. So when the two companies posted matching teasers on May 29 promising “a new era of PC,” complete with map coordinates pointing at a venue in Taipei, the timing was not subtle. Computex opens June 2, Jensen Huang has a keynote, and the […]
Leads Futurum's Semiconductors Practice covering edge AI, generative AI, and hyperscale silicon architectures.
25+ years covering AI and enterprise software. Co-founded 451 Research. London-based analyst covering AI platforms and infrastructure.
Covers intelligent devices, edge AI, sustainability, and the convergence of silicon and software at the edge.
Covers enterprise applications, digital workflows, and the intersection of AI with enterprise software strategies.
AMD responds to competing CPU announcements for agentic data centers with core density leadership on standard x86 platforms for enterprises.
Cadence pushes Level 5 autonomy with approval from Jensen Huang while Synopsys extends multi-physics in the agentic EDA race at Computex 2026.
MediaTek edge-to-cloud AI strategy at Computex 2026 spans automotive, connectivity, AI computing, and data center infrastructure.
FOXTRON’s adoption of Dimensity AX C-X1 highlights MediaTek’s push into AI-defined vehicles through integrated AI, connectivity, and cockpit platforms.
Institutional-grade research, proprietary data, and analyst access — reserved for premium subscribers
Proprietary capacity projections for TSMC's advanced packaging, including customer allocation estimates and pricing trajectory analysis.
PREMIUM ONLYQuarterly market share data for AI training and inference chips across cloud hyperscalers, enterprise, and edge deployments.
PREMIUM ONLYA 40-page report covering chiplet architectures, advanced packaging technologies, and the companies positioned to dominate the next era of semiconductor manufacturing.
PREMIUM ONLYSiFive’s IP vendor perspective on RISC-V expanding beyond embedded into the Performance CPU segment — including the P550 family, the RVA23 profile, and out-of-order CPU IP for AI workloads.
CoreWeave-sponsored webinar examining why operationalizing AI inference at scale — not training new models — is the real challenge facing enterprises in 2026.
Watch On-Demand →On-demand webinar with CharacterAI’s Chief Architect on how AMD MI325X accelerators with 256GB HBM and DigitalOcean enabled production-scale inference on half the hardware.
Watch On-Demand →RackN webinar on building AI infrastructure automation for bare metal at scale — covering operator challenges and high-speed, large-scale bare metal management with AIOps.
Watch On-Demand →RISC-V is commonly seen as an ISA for embedded products; for smaller devices that require low power consumption but aren’t very complex and can tolerate lower performance. SiFive, a leading RISC-V IP vendor, is proving that incorrect with its Performance family of products. They recently launched the latest product in the series, the P550, that supports the RVA23 profile: a crucial enabler for SW developers and the industry as a whole. In this webinar, we discuss how SiFive has been able to deli
Watch On-Demand →There has never been a megatrend as transformative as AI. 2023 unlocked new possibilities, 2024 brought new proof of concepts and 2025 was the year to prove the ROI and business value generation of AI. 2026 is the year of the AI reality check and organizations that successfully operationalize AI to drive concrete efficiency and measurable impact will be the ultimate winners.
Watch On-Demand →As AI adoption accelerates, organizations are discovering that the real challenge is no longer building models—it’s running them reliably at scale. This webinar explores the growing “production AI gap,” where promising prototypes fail to translate into consistent, real-world outcomes. Attendees will gain a clearer understanding of why inference—not training—is becoming the defining layer of AI, and what it takes to operationalize AI systems in environments shaped by unpredictable demand, latency
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