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'NVLink is the key': Analysts ponder on probably the biggest tech deal of the decade - Intel + Nvidia and what it means for TSMC, AMD and others
By Wayne Williams published
Industry commentary sees Nvidia–Intel tie-up as decade-defining, with NVLink at its core, and analysts focused on implications for TSMC and AMD.

Nvidia and Intel’s partnership could introduce the huge performance upgrade for handheld gaming PCs I’ve been hoping for
By Isaiah Williams published
AMD is arguably running away with the crown in the handheld gaming PC space, with its most powerful SoC challenging an Nvidia RTX GPU, but it might be in trouble after Nvidia and Intel's partnership.

Nvidia AI sales to reach almost $400 billion by 2028, research claims - but then things will get a bit tricky for the world's largest company
By Efosa Udinmwen published
Nvidia’s AI revenue may reach $400 billion by 2028 - yet slowing growth, rising costs, and competition could pose risks.

Nvidia's revolutionary memory format for AI GPUs could come to other platforms, rivaling LPDDR6 on the horizon
By Efosa Udinmwen published
Nvidia shifts from SOCAMM 1 to SOCAMM 2, targeting faster AI memory performance, broader suppliers, and possible JEDEC standardization efforts.

Nvidia gained $150 billion on Intel announcement, more than Intel market capitalization - netting a 30x return on its investment in 24 hours with just $5 billion
By Wayne Williams published
Nvidia gained $150 billion in market value after shock Intel partnership announcement, rising to $4.28 trillion cap.

AI > Crypto - Bitcoin mining spinoff gets $700 million investment from Nvidia to build hyperscale AI infrastructure using, you've guessed it, thousands of Blackwell GPUs
By Wayne Williams published
Nvidia invests $700 million in Nscale to build UK’s largest AI supercomputer with Microsoft and OpenAI.

Intel will build custom x86 CPUs for Nvidia's AI infrastructure as world's largest company invests $5 billion in beleaguered tech firm - and don't discount a data center x86 APU
By Wayne Williams published
Intel to design custom x86 CPUs for Nvidia as $5 billion investment boosts struggling chipmaker.

"Our business in China has been a bit of a rollercoaster" - Nvidia CEO “disappointed” in further Chinese ban on buying its AI chips
By Mike Moore published
Chinese government reportedly orders wider ban on purchasing Nvidia hardware.
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