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Rivals and Custom Silicon
AMD, Broadcom and the in-house chips the clouds design.
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Broadcom Drops Over 4% as $21.7 Billion AI Forecast Meets Slowdown Fears
16+ min ago (302+ words) Broadcom expects another surge in AI-chip sales, making Monday's selloff a direct test of infrastructure-spending confidence. Oops, something went wrong Broadcom Drops Over 4% as $21.7 Billion AI Forecast Meets Slowdown Fears This article first appeared on GuruFocus. Broadcom shares fell over…...
AI infrastructure company Cornelis raises $205M to chip away at Nvidia’s dominance
1+ hour, 9+ min ago (232+ words) Cornelis, a company creating networking technology to help AI chips communicate more effectively, announced Monday that it has raised $205 million. Oops, something went wrong AI infrastructure company Cornelis raises $205M to chip away at Nvidia’s dominance Cornelis, a company creating networking…...
Nuance Labs, which builds low-latency AI avatars that can have face-to-face conversations, raised a $50M Series A led by Lightspeed, with Nvidia participating
37+ min ago (12+ words) Top news and commentary for technology's leaders, from all around the web....
Materials science professor receives international research honor | Penn State University
8+ hour, 51+ min ago (901+ words) UNIVERSITY PARK, Pa. — Tarasankar DebRoy, professor of materials science and engineering in the Penn State College of Earth and Mineral Sciences (EMS), received the 2026 Joining and Welding Science Award from the Joining and Welding Research Institute of Osaka University. He…...
VMware vSphere 8 End Of Support Shift To VCF 9.1 ‘Our No. 1 Mission,’ Execs Say
1+ hour, 52+ min ago (742+ words) ‘Our No. 1 mission is to get our customers to [VCF] 9.1 so they’re fully protected against the security threats we’re up against with frontier AI now,” Laura Falko, VMware’s global partner program leader, tells CRN. Broadcom is ending general support for…...
AMD Stock Drops Below $500 Despite Bullish Outlook
59+ min ago (256+ words) AMD stock fell about 5% on Monday, dropping below $500 after last week’s rally lost momentum. The pullback came as investors reassessed semiconductor shares and the pace of technology spending. The decline followed strong gains tied to comments from CFO Jean Hu…...
Cornelis raises $205M to challenge Nvidia's dominance in AI networking
1+ hour, 5+ min ago (277+ words) The Intel spinout is betting that open-standards networking can loosen Nvidia's grip on AI data center infrastructure. Cornelis Networks just pulled in $205 million to scale its high-performance networking hardware, positioning itself as a credible alternative to the proprietary interconnect systems…...
Intel Stock Drops 5%???What Triggered the Sudden Selloff?
8+ hour, 19+ min ago (374+ words) Intel (INTC) stock fell 5.28% as investors took profits after a strong recent rally. The drop came during a weak session for technology equipment stocks, with the sector down 2.85%. Intel also lagged several large chip and technology names as traders reduced…...
An Interview with Chris Wolf -- Beyond the Hype: Three Years of Enterprise Private AI Realities -
1+ day, 4+ hour ago (1168+ words) VMware Explore was extra special this year because I got a chance to sit down and interview former Virtualization & Cloud Review columnist and longtime industry analyst Chris Wolf, Global Head of AI and Advanced Services for Broadcom's VMware Cloud Foundation…...
Micron Stock Sends Urgent Signal as Shares Slide
13+ hour, 15+ min ago (294+ words) Warning! GuruFocus has detected 3 Warning Signs with MU. Micron is one of the world's largest producers of DRAM and NAND memory chips, supplying data centers, PCs, smartphones and other electronics. Its high-bandwidth memory products have become especially important as demand…...