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China’s strike on Nvidia threatens global AI supply chains, sparking enterprise concerns

Analysts say enterprises may face higher GPU costs and delivery delays by late 2025 as Nvidia absorbs potential revenue losses.

By Prasanth Aby Thomas

Sep 16, 2025 5 mins

Computer Components Technology Industry

There are 121 AI processor companies. How many will succeed?

The growing AI Processor market has seen over $13.5 billion in start-up funding, but rapid consolidation is expected in coming years

By Andy Patrizio

Sep 11, 2025 4 mins

Artificial Intelligence CPUs and Processors Computer Components

Nvidia rolls out new GPUs for AI inferencing, large workloads

Nvidia’s Rubin CPX chip combines Vera CPUs, Rubin GPUs and is aimed at massive-context processing

By Andy Patrizio

Sep 9, 2025 4 mins

CPUs and Processors Computer Components Generative AI

Cisco, Nvidia, VAST team to offer turnkey AI infrastructure components

Cisco says the integrated package will enable fast data extraction and retrieval to unlock agentic AI use cases for enterprises.

By Michael Cooney

Sep 4, 2025 4 mins

Artificial Intelligence Computer Components Servers

Nvidia networking roadmap: Ethernet, InfiniBand, co-packaged optics will shape data center of the future

Large-scale AI workloads, with their high-bandwidth and low-latency requirements, are reshaping data center network architecture, Nvidia says.

By Michael Cooney

Sep 4, 2025 9 mins

CPUs and Processors Computer Components Data Center Design

Quinas readies UltraRam, flash memory with DRAM speed

UK startup Quinas looks to solve memory problem Intel, others have not

By Andy Patrizio

Sep 2, 2025 3 mins

CPUs and Processors Servers

Alibaba is developing an AI inference chip amid US export curbs

The new 7nm-class chip, reportedly in testing, signals a shift to domestic fabrication and aims to rival Nvidia’s China-compliant GPUs while maintaining CUDA compatibility.

By Nidhi Singal

Sep 1, 2025 5 mins

Artificial Intelligence Computer Components Technology Industry

Intel touts efficiency and performance in new 288-core Xeon processor

New Efficient core design will excel at multithreaded applications like AI inferencing

By Andy Patrizio

Aug 27, 2025 2 mins

Artificial Intelligence CPUs and Processors Computer Components

IBM, AMD team on quantum computing

IBM and AMD want to develop hybrid computing resources for advanced quantum algorithms.

By Michael Cooney

Aug 26, 2025 2 mins

CPUs and Processors Computer Components Supercomputers

As US takes 10% stake in Intel, new questions arise for enterprise buyers

The Trump administration has converted CHIPS Act funding for Intel into an equity stake in the company, shifting industry procurement dynamics.

By Gyana Swain

Aug 25, 2025 1 min

CPUs and Processors Data Center