News

Qualcomm CEO on AI bets and surviving beyond Apple
You can catch Opening Bid on Apple Podcasts, Spotify, YouTube, or wherever you get your podcasts. What started 40 years ago ...
AI Servers Will Propel Dell’s Top-Line Growth for the Next Few Years
This is the company’s key revenue growth driver for the next several years. The margin profile of this revenue growth is a key debate, and we assume the ISG segment (where servers are projected to ...
HPE working on Plan B if DoJ nixes the Juniper deal it rates as shareholders' rocket to riches
Hewlett Packard Enterprise CEO Antonio Neri remains optimistic that US regulators will allow its planned acquisition of ...
Nvidia, AMD may soon start selling new AI chips in China to comply with US restrictions
Nvidia and AMD will soon begin selling new GPUs made for AI workloads in China to comply with US chip export restrictions.
China’s AI industry is booming. Can Nvidia and other U.S. companies still get in on it?
Chinese cloud providers have been big buyers of U.S. artificial-intelligence hardware. Jefferies analysts are upbeat that the ...
DIGITIMES1d
South Korea maintains HBM chip lead while China faces tech and trade hurdles
The global HBM market is undergoing a seismic shift, propelled by surging demand for AI and high-performance computing. South ...
AI Boom Propels Founder Of Server Rail Maker Onto Ranks Of Taiwan’s 50 Richest
King Slide Works, a maker of server rails—metal frames on which equipment is mounted in server cabinets—has been riding the ...
Two of China's biggest chip designers just merged to compete better against Intel, AMD and Nvidia
The deal represents an effort to strengthen China’s capabilities in high-performance computing, potentially posing a serious ...
Rubrik Teams Up With AMD To Power AI-Ready, Cost-Effective Cloud Security Solutions
Rubrik is integrating AMD EPYC processors to enhance its data security platform, deliver cost-effective AI solutions, and ...
DIGITIMES3d
China’s AI shift favors inference—and domestic players
Nvidia CEO Jensen Huang quipped, "The more you buy, the more you save" — a punchline that underscored the escalating arms ...
Newseria BIZNES1d
ARM Processors Market anticipated to reach US$19.306 billion by 2030 at a CAGR of 8.18%
The ARM Processors Market is anticipated to grow at a CAGR of 8.18% from US$13.030 billion in 2025 to US$19.306 billion by 2030. The ARM Processors Market is anticipated to grow at a CAGR of 8.18% ...
Wall Street Journal3d
What Is the Effective Tariff Rate on China?
That is the U.S.’s effective tariff on China, with the deal announced after a weekend of negotiations, according to Evercore ISI. That figure includes levies in place before President Trump took ...