For most of the semiconductor era, the unit of competition was easy to identify. It was the chip. A faster processor, more memory bandwidth or a better manufacturing node could move a market. System builders took those components and turned them into servers. Data center operators took the servers and assembled infrastructure. AI is scrambling […]
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Qualcomm has signed an AI infrastructure agreement with Amazon that could generate up to $60 billion in business for the chipmaker, giving Qualcomm an important foothold in the rapidly growing data center market. The two companies will develop multiple generations of custom silicon for Amazon Web Services, with an initial focus on AI inference. They […]
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The world of semiconductors is having a bend it like Beckham moment. Scientists at the Massachusetts Institute of Technology (MIT) have figured out how to make stiff silicon photonic chips flexible and transparent and produce them at scale. The breakthrough makes possible applications like discreet health monitors that conform to the body or lightweight, transparent […]
Nvidia delivered another blockbuster earnings report this week, but one line in its outlook was easy to miss. The company said its guidance assumes no data center compute revenue from China. That is different from saying Nvidia expects no revenue from China. Far from it. At almost the same moment, The Wall Street Journal reported […]
NVIDIA is investing $3.5 billion in Taiwanese chip designer MediaTek, a deal designed to keep NVIDIA technology central to AI data centers even as hyperscalers develop more of their own processors. For NVIDIA, the transaction is its largest direct investment outside the U.S. Alphabet also participated in the offering, although MediaTek did not disclose 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.
Marvell Technology Inc. shares spiked nearly 10% following a regulatory filing revealing that Google has secured the option to buy up to $12.2 billion in Marvell stock. The agreement signals a major expansion in their custom silicon partnership as tech titans rush to build cheaper, viable alternatives to NVIDIA Corp.’s dominant artificial intelligence (AI) processors. […]
Nokia and NVIDIA launch an AI-RAN platform targeting 2x spectral efficiency by 2028 — here’s how the claims compare with what’s shipping today.
Intel Xeon expansion gets €5 billion boost as Intel invests heavily in Ireland fab capacity for next-generation CPUs with EUV-compatible capacity.
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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