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AMD Continues to Nibble Away at Intel’s Market Share
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AMD Continues to Nibble Away at Intel’s Market Share

AMD continued to nibble away at Intel market share in the first quarter of 2026 with some bigger bites than usual, particularly on the server side, where it made considerable inroads year over year. The Q1 2026 numbers from Mercury Research, a market research firm specializing in semiconductor sales, found that Intel’s overall share of […]

Andy Patrizio·Jun 4, 2026·2 min read
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SOX INDEX7,833▲ +0.40% today
GLOBAL SEMI REVENUE (2025)$697B▲ +12.4% YoY
XPU MARKET (2025)$31B▲ Futurum Research
TSMC LEADING NODE YIELD2nmMass production 2026
AI SILICONBroadcom Rolls Out Wi-Fi 8 and 50G Networking Gear Ahead of Standards Approval - Techstrong IT

Broadcom Rolls Out Wi-Fi 8 and 50G Networking Gear Ahead of Standards Approval

Networks are handling heavier AI-related traffic and rising demand for multi-gigabit connectivity, and Broadcom has released a new set of chips for fiber gateways, Wi-Fi 8 routers, and fixed wireless access systems that support this higher-capacity data transfer. The company introduced a new 50G passive optical networking (PON) gateway system-on-chip, the BCM68850,

James Maguire · May 27, 2026 · 3 min
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Operational Depth in Enterprise SaaS: The Hidden Moat Against the ‘Build It Yourself’ Narrative. Core value is in governance, security, and deep orchestration.

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Can ADI Hot Swap Controllers De-Risk NVIDIA’s 800 VDC Transition?

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Salesforce Bets on Agentic Marketing: Will Unified AI Agents Redefine Martech ROI?

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Keith Kirkpatrick·Jun 2, 2026·6 min

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MAY27
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Beyond Embedded: RISC-V in the Performance CPU Segment

SiFive’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.

Speakers: SiFive systems architects
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From Experimentation to Production: Why Inference Is the Defining Layer of AI

CoreWeave-sponsored webinar examining why operationalizing AI inference at scale — not training new models — is the real challenge facing enterprises in 2026.

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Breaking the Wall: How CharacterAI Scaled AI Inference to Millions with AMD and DigitalOcean

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.

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Beyond Embedded! RISC-V in the Performance CPU segment

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

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The AI Reality Check – Operationalizing for Business Value

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.

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From Experimentation to Production: Why Inference Is the Defining Layer of AI

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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