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This is probably the most important graph of 2025 so far and shows how Nvidia's fortunes are changing for the worse

Nvidia data center compute revenue falls for the first time in a decade despite record overall earnings and rising networking sales in fiscal 2026 results.

This single graph shows why it is so damn hard to make any profits out of AI - even if you get $15 billion annual revenue

This single graph shows why it is so damn hard to make any profits out of AI - even if you get $15 billion annual revenue

Lenovo’s AI infrastructure sales soared, yet high costs, CSP losses, and thin margins leave its data center profits stuck near zero.

Should Facebook's Meta buy Cerebras and Groq to make Llama the Android of LLMs? I think it totally makes sense

Should Facebook's Meta buy Cerebras and Groq to make Llama the Android of LLMs? I think it totally makes sense

Meta should buy Groq and Cerebras to secure Llama’s open AI future.

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Analyst claims Softbank bought Ampere Computing for $6.5 billion to help OpenAI's chip ambitions

Did SoftBank spend $6.5 billion on Ampere to power OpenAI’s massive Stargate project?

'A virtual DPU within a GPU': Could clever hardware hack be behind DeepSeek's groundbreaking AI efficiency?

DualPipe could be the secret to DeepSeek's groundbreaking AI efficiency.

Cloud spending to reach a staggering $723bn in 2025, thanks partly to the explosive demand for AI resources

90% of organizations expected to adopt hybrid cloud by 2027.

This laser technology could save the planet and help AI industry claw back more than $100 billion — half of GPUs are 'wasted' because of limited bandwidth, and this US startup wants to change that

Xscape Photonics' ChromX laser technology could help AI industry and save the planet

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Could AMD be the key to Microsoft's fabulous $100 billion Stargate AI supercomputer? AMD EVP lets slip about plans for a million-plus GPU training cluster based on a future MI500 chip — but stays mum on customer

Could AMD be the key to Microsoft's fabulous $100 billion Stargate AI supercomputer? AMD EVP lets slip about plans for a million-plus GPU training cluster based on a future MI500 chip — but stays mum on customer

AMD has had conversations about a million-plus GPU training cluster that could be for Microsoft's Stargate AI supercomputer.

No 'independent chip makers and system makers and storage makers': Industry expert paints bleakest picture of future of IT — insatiable tech appetite of Google, Microsoft and other hyperscalers could kill off competition forever

No 'independent chip makers and system makers and storage makers': Industry expert paints bleakest picture of future of IT — insatiable tech appetite of Google, Microsoft and other hyperscalers could kill off competition forever

Fewer enterprises, governments, and academic institutions are running their own hardware, preferring to use cloud services.

Chip firm founded by ex-Intel president plans massive 256-core CPU to surf AI inference wave and give Nvidia B100 a run for its money — Ampere Computing AmpereOne-3 likely to support PCIe 6.0 and DDR5 tech

Chip firm founded by ex-Intel president plans massive 256-core CPU to surf AI inference wave and give Nvidia B100 a run for its money — Ampere Computing AmpereOne-3 likely to support PCIe 6.0 and DDR5 tech

The 256-core AmpereOne-3, expected next year, will challenge Nvidia's B100 on AI inference.

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