12+ hour, 51+ min ago   (602+ words) As concerns mount over Nvidia's revenue being excessively concentrated among a handful of customers, Dell Technologies (DELL)—one of its largest indirect customers—posted quarterly AI server orders exceeding its own total revenue, reaffirming robust demand. Including trade receivables, the…...

22+ hour ago   (563+ words) Broadcom has carved out a different but equally ambitious position. Custom accelerators, known as XPUs, are the primary growth engine. In the last quarter, XPU shipments accounted for 73% of the company's $16.7 billion in AI semiconductor sales. Infrastructure software, bolstered by…...

21+ hour, 25+ min ago   (560+ words) That figure, buried in Oracle's fiscal first-quarter earnings call, offers investors a rare customer-side look at the supply-demand imbalance that has powered Nvidia's explosive growth. Nvidia's management has repeatedly said its compute is fully utilized across every cloud it serves,…...

2+ day, 20+ hour ago   (837+ words) Jensen Huang has a blunt message for critics who argue Nvidia is propping up its own sales by financing the very companies that buy its chips: bring it on. "Is that circular? If that is, let's do more of that,…...

1+ day, 18+ hour ago   (837+ words) Cloud gaming platforms are facing significant cutbacks as major technology companies redirect data center capacity and GPU resources toward artificial intelligence workloads. Microsoft will cap Xbox Game Pass cloud gaming hours starting in November, limiting Ultimate subscribers to 15 hours monthly....

3+ day, 19+ hour ago   (452+ words) During the call, co-CEO Clay Magouyrk provided specific figures: Oracle delivered 850 megawatts of AI compute capacity to customers during the first quarter, including over 300,000 GPUs. He noted, "Q1 delivery volume was nearly triple the entire Q4 delivery volume, equivalent to 73% of the…...

4+ day, 1+ hour ago   (544+ words) Santa Clara-based chip startup d-Matrix said Thursday it will integrate Nvidia's NVLink Fusion interconnect technology into its upcoming Raptor processors, a move that lets the smaller company plug directly into the AI giant's data-center infrastructure as demand for inference workloads…...

4+ day, 14+ hour ago   (253+ words) The centerpiece of the exhibit is the flagship motherboard "ROG Crosshair X870E Edition 20." It features a 24+2+2 power stage design and supports up to nine M.2 slots, and when paired with the series' all-in-one CPU cooler "ROG Ryujin 360 Edition 20," it achieves an integrated…...

5+ day, 1+ hour ago   (449+ words) Google Cloud is making an aggressive claim about its position in the custom AI silicon market: its Tensor Processing Unit business is now more than twice as large as that of any competing hyperscaler. Speaking at a Goldman Sachs conference…...

6+ day, 21+ hour ago   (346+ words) A new community-built tool is letting PC gamers split Nvidia's DLSS 5 Neural Rendering workload across two graphics cards, a setup that can restore or even dramatically exceed the frame rates lost when the feature runs on a single GPU. Guibout…...