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

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

Marvell did not immediately respond to a request for comment early Wednesday. However Naji still sees opportunity in the ...

Whether it's custom or Arm-designed, it will be an Arm chip, meaning much will rely on Windows on Arm (WoA). We've seen Arm ...

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

We model AMD reaching $15.1 billion in AI GPU revenue in 2029. In turn, AMD’s GPU revenue should grow at a 25% CAGR over the next five years. While these estimates pale in comparison to the $115 ...

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 ...

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

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

At the same time, technologies like Neural Processing Units (NPUs) and custom-designed AI accelerators are revolutionizing how data centers and devices handle AI workloads. AI chips are engineered ...

Broadcom saw its stock rise 3.3% Thursday. Shares gained following blockbuster earnings reports from both Meta Platforms and ...