Pat Gelsinger, Intel’s New CEO with eight patents to his name, will aim to narrow the gap to competitors AMD and NVIDIA.
Moving on from Huawei, Honor May Find The Perfect 5G Mobile Platform Partner In Qualcomm
In the wake of becoming independent from Huawei last year, the company is now free to work with U.S. chipmakers. While the company reports multiple partnership with key global chipmakers, Futurum’s Olivier Blanchard has his eye on Honor and Qualcomm and the ability of Qualcomm’s mid-range and budget SOCs as early as next year. Why? The Snapdragon platform’s ability to deliver mmWave-ready modems and complete SOCs across a range of price-points is an advantage that may prove difficult for Mediatek to overcome.
Intel Channels Unity for Intel Partner Alliance Debut
The new Intel Partner Alliance further clarifies its XPU vision and sharpens the company’s focus on solutions, streamlining collaboration among Intel’s partners and new customers. Intel’s partners can expect an improved customer experience due to the simplification of multiple programs and infrastructures into a more unified, customer-centric partner program platform that is designed to entice broader innovation and cooperation.
Salesforce’s Acquisition of Slack Could be the First in a String of Several Deals to Remodel Itself
Salesforce’s acquisition of Slack could be the first in a string of several deals to meant to remodel itself.
Investors Temper Their Enthusiasm for NVIDIA’s Earning Results Amid Pending Arm Acquisition
NVIDIA delivered another outstanding earnings report, featuring record-breaking revenues in its two biggest segments, data centers and gaming.
AMD Double Splash: Announcing Xilinx Deal and Posting Big Q3 Earnings
AMD in a big announcement day for the company delivered strong Q3 earnings while officially moving forward with the acquisition of Xilinx.
NVIDIA’s Deal with Arm Paves the Path to a Trillion-Dollar Market Value
The announcement was met with investor excitement, driving NVIDIA’s share price up as much as 8% and adding more than $25 billion to its market value — about two-thirds of the equity needed to make the acquisition.
Oracle Cloud Infrastructure Takes the High-Performance Computing Road
OCI significantly bolsters its competitive prospects in the cloud HPC domain, through its agile array of semiconductor and HPC partnerships and clear-cut ability to use price/performance differentiators to win new business. Now AWS, Azure, GCP, and IBM must directly counter the rising OCI threat or risk erosion in their cloud HPC market position.
AMD Firing On All Cylinders as Tech Continues to Outperform
AMD had a very strong quarter that included a beat on revenue and earnings as well as double digit YoY growth. A sign of strength amidst the slowed economy.
Marvell Crystallizes its Custom ASIC Portfolio and Market Message
Marvell’s new Custom ASIC portfolio unveiling showcases Marvell’s successful and rapid execution of the Avera Semi execute acquisition, fortifying the company’s goal of becoming the one-stop semiconductor infrastructure provider for its customers and partners. Through differentiation in key areas such as continuous delivery of IP and advanced technology across its top-priority market segments and executing first-time right capabilities across a dynamic range of business models, Marvell is ready to move the market needle ore, especially in the customer ASIC and data infrastructure semiconductor market segments.