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The personal computer market is facing its biggest shakeup in decades. At the Computex conference in Taiwan, Nvidia CEO Jensen Huang announced a massive expansion into the PC processor market with a brand-new, Arm-based chip designed to challenge Intel, AMD, Qualcomm, and Apple.01 Jun 2026-15:24
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Nvidia, which has become the world’s most valuable company through its dominance in the AI chip market for data centers, is now expanding into the personal computer processor sector — a market long dominated by Intel, AMD, Qualcomm and Apple.01 Jun 2026-08:52
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Intel, Micron, and Sandisk stocks extended their recovery on Wednesday, bouncing for a second consecutive day as semiconductor shares regained momentum ahead of Nvidia’s quarterly earnings report.20 May 2026-16:06
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Nvidia is widely expected to deliver another blockbuster financial report on Wednesday, but an evolving AI landscape is raising critical questions about the longevity of its market dominance. After commanding a near-monopoly on the high-powered hardware used to train massive artificial intelligence systems, the chipmaking giant is facing a structural shift toward the "inference" market—where processors run live applications, field user queries, and execute real-time tasks.19 May 2026-15:37
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Samsung Electronics and Advanced Micro Devices signed a memorandum of understanding to deepen their partnership on memory chip supplies for AI infrastructure.18 Mar 2026-12:56
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Nvidia, long known for its powerful GPUs, is now turning its focus to CPUs, CEO Jensen Huang told analysts on Wednesday.26 Feb 2026-10:20
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Meta will buy up to 6 gigawatts of computing power from AMD and also get warrants to buy up to 160 million AMD shares, which equates to roughly 10% of the company, for $0.01 apiece.24 Feb 2026-21:29
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Advanced Micro Devices (AMD) said Tuesday it has agreed to sell up to $60 billion worth of artificial intelligence chips to Meta Platforms over five years, in a landmark deal that also gives the Facebook parent the option to purchase as much as a 10% stake in the chipmaker.24 Feb 2026-16:21
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Intel and AMD have warned customers in China about growing supply shortages for server processors, with some Intel CPU orders now facing delivery delays of up to six months.06 Feb 2026-09:38
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