Samsung Electronics is in talks to manufacture a memory input-output die for Google's next-generation AI chip, the 10th-generation tensor processing unit code-named "Icefish," using its 2-nanometer pr…
Nvidia's Blackwell architecture achieves 20 times more AI agents per megawatt than its Hopper generation, according to the new AgentPerf benchmark. The efficiency leap, driven by FP4 precision and adv…
Nvidia CEO Jensen Huang announced a paradigm shift in computing from data retrieval to real-time generation, driven by AI factories and purpose-built CPUs. The company's Vera CPU for agentic AI has al…
Arm demonstrated its neural technologies for mobile phone gaming with a ray-traced demo, showcasing an alternative chip for handheld gaming PCs beyond AMD or Intel. The presentation highlighted the po…
Infineon Technologies will open a €5 billion power chip factory in Dresden on 2 July, backed by approximately €1 billion in EU Chips Act subsidies. The facility, which produces semiconductors for AI d…
On the latest episode of Clockwise 660, the hosts discussed their expectations for fixes in the 2027 platform updates, their plans for Intel Macs now that support has ended, and whether they will trus…
Nvidia has hired Bruce Andrews, Intel's former chief government affairs officer, to lead its Washington, D.C. operations as the chipmaker navigates escalating AI regulation and export controls. Andrew…
Google Cloud announced a collaboration with Apple to power Apple's expanded Private Cloud Compute (PCC) systems, announced at WWDC 2026, using Google Cloud's Confidential Computing portfolio and Titan…
Alphabet's Google is in talks with Samsung Electronics to manufacture a component of its next-generation AI tensor processing unit, codenamed Icefish, according to a report by The Information cited by…
Intel's Core Ultra 7 270K Plus processor is back on sale at Amazon for $312.95, with only one unit remaining in stock. The chip outperforms Intel's flagship Core Ultra 9 285K in both gaming and multi-…
Bank of America upgraded Intel from Underperform to Buy on June 11, raising its price target from $96 to $135, after the stock surged more than 200% year-to-date from roughly $20 in May 2025 to nearly…
Apple announced at WWDC 2026 that macOS 27 will drop Intel support entirely, requiring IT admins to plan upgrades. The company is also replacing legacy MDM mechanisms with Declarative Device Managemen…
Intel shares surged 5.2% after Bank of America issued a double rating upgrade, raising Intel to "buy" from "underperform" and boosting its price target to $135 from $96. Analyst Vivek Arya cited Intel…
AMD, Intel, Nvidia, Arm, and Qualcomm are competing in the datacenter CPU market driven by agentic AI, which has shifted the CPU-to-GPU ratio from 1:4 toward 1:1. The market sees these CPUs as commodi…
Bank of America double-upgraded Intel to "buy" from "underperform," raising its price target to $135 per share, citing the company's opportunity to address industry constraints in leading-edge wafers …
Intel is the most mispriced hedge in the AI market, according to a new analysis. The chipmaker's valuation does not reflect its potential to benefit from the artificial intelligence boom, creating a s…
Intel partnered with Hitachi to advance physical AI technology, aiming to integrate artificial intelligence into real-world industrial applications. The collaboration requires Intel to address its sto…
President Donald Trump confirmed Friday he is considering a government partnership with major AI companies that could include taking an equity stake, echoing a proposal from Senator Bernie Sanders tha…
The Trump administration is in talks with OpenAI about taking an equity stake in the AI company, according to reports. The discussions, which began in 2025 when CEO Sam Altman proposed the idea, could…
Staff at ASML, one of Europe’s most valuable chip machinery makers, are threatening to boycott an internal company conference after it invited Elon Musk to deliver a keynote address via video link. Em…