Morgan Stanley warns the AI rocket is about to hit afterburners
Morgan Stanley reckons the next AI jump is about to land like a brick through…
Posts by Nick Farrell
IDC predicts PC doom
Number crunchers at IDC have added up some figures and divided by their shoe size,…
GeForce 3 birthday chat turns into an AI origin story
Nvidia chief executive Jensen Huang sat down with senior GeForce staff to mark the 25th…
Meta doubles down on MTIA ASICs for inference
Meta is not binning its custom silicon plans any time soon and has effectively “doubled…
Lisa Su heads down memory lane
AMD chief executive Lisa Su is flying to South Korea to meet with executives and…
Intel jacking up raw core counts
Chipzilla has a fresh Arrow Lake shuffle aimed at clawing back PC market share by…
Microsoft’s Project Helix leans on AMD and a new FSR stack
Software King of the World, Microsoft, has confirmed a custom AMD SoC will be doing…
Nvidia opens the gates with NemoClaw
Nvidia is prepping an open-source AI agent platform called NemoClaw, pitched as a rival to…
Intel’s Washington stake deal lands in court
Intel’s board is being dragged into Delaware court for allegedly handing Washington a 10 per…
Nvidia splashes $2bn on Nebius AI cloud plans
Nvidia is investing $2bn in Nebius Group as part of a strategic partnership to expand…