Microsoft, AWS, Google, and others are disrupting the CPU and GPU markets with custom silicon, and we should have seen this ...

JP Morgan analyst reiterates Overweight rating on Marvell, citing successful AI chip programs and expanding wins in various ...

Rumors of the demise of Apple’s Smart Glasses may have been premature. Not only does the company still plan to release a pair ...

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We think it is important to remember that the case for custom silicon is an economic choice, not a technical one.

Just ahead of its scheduled event on May 6, Microsoft appears to be preparing to unveil a fresh lineup of Surface devices to ...

Amazon revealed in an SEC filing this week that it acquired more than $84 million worth of AMD shares during the first ...

Leaked FCC images reveal Xbox Project Kennan, a collaborative handheld gaming device by Microsoft and ASUS. Read the full ...

Microsoft researchers have developed — and released — a hyper-efficient AI model that can run on CPUs, including Apple's M2.

Apple is creating custom semiconductor chips that will power its devices in the future, such as smart glasses—a space where ...

Increased AI infrastructure spending by Meta and Microsoft's Azure growth indicate strong AI demand, potentially benefiting ...