Opinion articles

Opinion: Power Politics and GPUs

Editor's take: As much as it would make sense for Nvidia to focus solely on being the leading AI silicon vendor, their rise to power has left them with little choice but to continue pushing forward in areas that make some of their big customers uncomfortable.

MediaTek surprises with powerful partnerships at Computex 2024

Arm shows off new architectures at Computex, innovation in low-power computing

Intel strikes back: Pat Gelsinger outlines Intel's future at Computex 2024

Qualcomm embraces AI PC future with big Copilot+ showcase at Computex

AMD leaps into Copilot+ PCs and outlines infrastructure GPU roadmap

Why it matters: AMD is in the unique position of being the primary competitor to Nvidia on GPUs – for both PCs and AI acceleration – and to Intel for CPUs – both for servers and PCs – so their efforts are getting more attention than they ever have. And with that, the official opening keynote for this year's Computex was delivered by AMD CEO Dr. Lisa Su.

Nvidia's Jensen Huang kicks off Computex 2024 with a spotlight on GenAI and an accelerated GPU roadmap

The buckets of AI and where Nvidia is crushing it

Dell showcases hybrid AI approach, merging cloud and on-premises solutions

Forward-looking: Getting companies interested in deploying generative AI applications is no longer a challenge for tech suppliers. Figuring out how to best use the technology, however, is still difficult for many of these business customers. One new technique that Dell discussed at its Dell Tech World event in Las Vegas is the concept of hybrid AI, where some of the work happens in the cloud, but some is done on premises within an organization's data centers.

Why is Apple making a data center chip?

Editor's take: Of course, Apple is designing its own AI chips for its data centers. This will give them an end-to-end, cloud-to-edge AI system that its competitors will not be able to match anytime soon.

GenAI improvements bring back the promise of truly useful digital assistants

Opinion: Could Broadcom buy Intel?

As cloud computing evolves, Amazon's AWS looks for its role in generative AI

Bending metal: The changing server business

10 Things We Hate About Nvidia

Google enhances Workspace with Gemini Pro 1.5 and new Vids application

How will AI reshape the data center?

Why it matters: The rise of AI compute is poised to reshape the economics of the data center. That may be as simple as Nvidia displacing Intel, but it could also lead to much wider, systematic change.

What if Nvidia had acquired Arm?

Not just the hardware: How deep is Nvidia's software moat?

The big picture: Starting tomorrow, Nvidia is hosting its GTC developer conference. Once a sideshow for semis, the event has transformed into the center of attention for much of the industry. With Nvidia's rise, many have been asking the extent to which Nvidia's software provides a durable competitive moat for its hardware. As we have been getting a lot of questions about that, we want to lay out our thoughts here.

Software-defined vehicles get a push from Arm and Cadence

Intel is relaunching the Core i9-14900K... wait, it's the 6.2GHz Core i9-14900KS

Data Governance and Provenance: Two words that are critical to the future of generative AI

How Arm results set the world on fire

Is Hello Games finally calling No Man's Sky "complete" with the Omega update?

Wrestling with AI and the AIpocalypse we should be worried about

Editor's take: Like almost everyone in tech today, we have spent the past year trying to wrap our heads around "AI". What it is, how it works, and what it means for the industry. We are not sure that we have any good answers, but a few things have been clear. Maybe AGI (artificial general intelligence) will emerge, or we'll see some other major AI breakthrough, but focusing too much on those risks could be overlooking the very real – but also very mundane – improvements that transformer networks are already delivering.