2+ day, 28+ min ago   (1442+ words) Affected by rising supply chain costs, Intel's PC-side CPUs have entered a continuous price increase cycle since the end of 2025. The price adjustment of products in the first quarter of 2026 was about 10%; by July, some consumer-grade and server CPUs saw…...

2+ day, 3+ hour ago   (1247+ words) Oracle's AI cloud business is still accelerating, while capital expenditure continues to rise. In the first fiscal quarter, Oracle's cloud business revenue reached 11.6 billion US dollars, up 62% year on year, of which cloud infrastructure (IaaS) revenue was 7.4 billion US dollars,…...

2+ day, 3+ hour ago   (1622+ words) After OpenAI, Jensen Huang has made his move! Finally, NVIDIA has officially open-sourced its self-developed Harness, SoL-Pi, to the public. It takes Pi as the base, and builds a brand-new Harness efficiency enhancement layer on top of it, enabling AI…...

2+ day, 14+ hour ago   (1723+ words) The full edited transcript of this interview is as follows: Host: Let's talk about that long article you published recently — or a manifesto, I'm not sure how to define it, let's call it a manifesto for now. It's a very…...

2+ day, 20+ hour ago   (856+ words) If consumer electronics shows in the past two years saw all products rushing to prove they are "AI-enabled", a notable shift is taking place at IFA 2026: AI is no longer just an add-on function stuffed into TVs, refrigerators and computers,…...

3+ day, 41+ min ago   (659+ words) A new report from Nomura Securities cites QuestMobile data pointing out that in July 2026, Douyin's total monthly usage duration surpassed WeChat for the first time — this is not merely the overtaking of one app by another, but a shift in…...

3+ day, 42+ min ago   (1361+ words) OpenAI CFO Sarah Friar used to talk a lot about fundraising, but recently she has been discussing far more about how to generate revenue. From June to July alone, the company's annualized revenue grew by about 20%, with enterprise revenue rising…...

3+ day, 42+ min ago   (1003+ words) "The total cumulative shipments of Arm technology-based chips from global partners have exceeded 350 billion." On September 8, at the annual Arm Everywhere China conference held in Shanghai, Will Abbey, Executive Vice President and Chief Commercial Officer of Arm, presented this set…...

3+ day, 1+ hour ago   (1456+ words) The myth of inference performance per dollar that NVIDIA has clung to so tightly is shattered. Just now, SemiAnalysis released the first third-party inference performance measurement of Google's 7th generation TPU Ironwood. Under completely equivalent model loads, the TPU's performance per…...

3+ day, 2+ hour ago   (1419+ words) The more noteworthy changes are mainly taking place in the cloud segment. In the past, Arm mainly made profits through architecture and IP licensing, with customers including Qualcomm, Apple, Amazon, and Google completing chip design on their own. Now, ranging…...