Intel has announced a broad push to optimize its data center infrastructure for agentic AI, pairing new Xeon-based rack designs with its GPU D-series and a software strategy intended to tie CPUs, GPUs, and open models into a single deployment path. The announcements came at the Open Compute Project (OCP) Global Summit. The company’s main […]
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Huawei and Qualcomm have signed a multi-year patent licensing agreement spanning 5G, AI, computing and networking, creating a new intellectual property link between two major players in the global semiconductor and communications markets. The agreement gives each company access to patents held by the other and includes Qualcomm’s purchase of selected Huawei U.S. patents. Those […]
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U.S. and Chinese companies are not letting increased tensions between Washington and Beijing stop them from working together on RISC-V, the open instruction-set architecture that is emerging as an alternative to proprietary CPU architectures such as Arm and x86. MIPS, the U.S. processor intellectual-property company acquired by GlobalFoundries last year, has a particularly close relationship […]
Researchers have developed a quantum chip architecture that uses vibrations called phonons to connect qubits across long distances, potentially addressing a key obstacle to building large-scale quantum computers. The technology, Quantum Phononic Links (QPLs), is designed to allow qubits that are physically separated to exchange quantum information. The researchers say the approach can support connections […]
AMD’s next-generation EPYC Venice server processors are reportedly seeing such strong demand that much of the company’s expected 2027 production has already been sold, with industry channel checks suggesting AMD is now taking orders extending into 2028. The reports come as server CPUs take on a changing role in AI systems. While GPUs and dedicated […]
Leads Futurum's Semiconductors Practice covering edge AI, generative AI, and hyperscale silicon architectures.
25+ years covering AI and enterprise software. Co-founded 451 Research. London-based analyst covering AI platforms and infrastructure.
Covers intelligent devices, edge AI, sustainability, and the convergence of silicon and software at the edge.
Covers enterprise applications, digital workflows, and the intersection of AI with enterprise software strategies.
Nokia and NVIDIA launch an AI-RAN platform targeting 2x spectral efficiency by 2028 — here’s how the claims compare with what’s shipping today.
Intel Xeon expansion gets €5 billion boost as Intel invests heavily in Ireland fab capacity for next-generation CPUs with EUV-compatible capacity.
FOXTRON’s adoption of Dimensity AX C-X1 highlights MediaTek’s push into AI-defined vehicles through integrated AI, connectivity, and cockpit platforms.
SK Hynix’s $26.5bn ADR raise targets a capex intensity gap. Can the memory leader spend fast enough to take technical leadership across memory and storage?
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Proprietary capacity projections for TSMC's advanced packaging, including customer allocation estimates and pricing trajectory analysis.
PREMIUM ONLYQuarterly market share data for AI training and inference chips across cloud hyperscalers, enterprise, and edge deployments.
PREMIUM ONLYA 40-page report covering chiplet architectures, advanced packaging technologies, and the companies positioned to dominate the next era of semiconductor manufacturing.
PREMIUM ONLYSiFive’s IP vendor perspective on RISC-V expanding beyond embedded into the Performance CPU segment — including the P550 family, the RVA23 profile, and out-of-order CPU IP for AI workloads.
CoreWeave-sponsored webinar examining why operationalizing AI inference at scale — not training new models — is the real challenge facing enterprises in 2026.
Watch On-Demand →On-demand webinar with CharacterAI’s Chief Architect on how AMD MI325X accelerators with 256GB HBM and DigitalOcean enabled production-scale inference on half the hardware.
Watch On-Demand →RackN webinar on building AI infrastructure automation for bare metal at scale — covering operator challenges and high-speed, large-scale bare metal management with AIOps.
Watch On-Demand →RISC-V is commonly seen as an ISA for embedded products; for smaller devices that require low power consumption but aren’t very complex and can tolerate lower performance. SiFive, a leading RISC-V IP vendor, is proving that incorrect with its Performance family of products. They recently launched the latest product in the series, the P550, that supports the RVA23 profile: a crucial enabler for SW developers and the industry as a whole. In this webinar, we discuss how SiFive has been able to deli
Watch On-Demand →There has never been a megatrend as transformative as AI. 2023 unlocked new possibilities, 2024 brought new proof of concepts and 2025 was the year to prove the ROI and business value generation of AI. 2026 is the year of the AI reality check and organizations that successfully operationalize AI to drive concrete efficiency and measurable impact will be the ultimate winners.
Watch On-Demand →As AI adoption accelerates, organizations are discovering that the real challenge is no longer building models—it’s running them reliably at scale. This webinar explores the growing “production AI gap,” where promising prototypes fail to translate into consistent, real-world outcomes. Attendees will gain a clearer understanding of why inference—not training—is becoming the defining layer of AI, and what it takes to operationalize AI systems in environments shaped by unpredictable demand, latency
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