AMD, Intel, Nvidia, Arm, and Qualcomm are selling datacenter CPUs into the AI buildout, but the instruction set architecture (ISA) matters less than the coherent link to the GPU. The coherent host soc…
The AI industry's rapid expansion is hitting a physical bottleneck with copper wiring, as heat and signal degradation limit the performance of large-scale GPU clusters. Lightmatter, a startup backed b…
Marvell Technology shares surged up to 30% to a record high on June 2 after Nvidia CEO Jensen Huang called the chipmaker the "next trillion-dollar company" during a Computex keynote. The endorsement l…
Nvidia CEO Jensen Huang called Marvell Technology "the next trillion-dollar company" during his Computex keynote on June 2, sending Marvell shares to a record high with a 32% surge. The endorsement bo…