Opinion articles

Intel's rough quarter was expected, but management's messaging struggles were not

Bottom line: The fact that Intel had a bad quarter is not that surprising. What is surprising is the extent to which management does not seem to have a handle on how to communicate its plans.

Opinion: The rapidly evolving world of AI PCs

Something to look forward to: Even though it's only been two months since they were first announced and just a month since they've shipped, Copilot+ PCs are already having a noticeable impact on the PC market. Major OEMs like Dell, HP, Lenovo, and Microsoft's Surface group have released slick new NPU-accelerated "AI PCs." Other vendors such as Samsung, Acer, and Asus have also joined with impressive new devices.

AMD teases Ryzen 9000 performance ahead of July 31 launch, details B850 and B840 chipsets

Samsung unveils the Galaxy Z Fold6, Galaxy Z Flip6, new AI features, new smartwatches and the Galaxy Ring

Is there a sustainable model for AI factories?

Editor's take: Investors usually hate airlines – they're capital-intensive, have high operating expenses, limited suppliers, and no way to differentiate with customers. How are AI factories any different?

Redefining event keynotes: HPE's futuristic presentation at the Sphere

Opinion: Power Politics and GPUs

Editor's take: As much as it would make sense for Nvidia to focus solely on being the leading AI silicon vendor, their rise to power has left them with little choice but to continue pushing forward in areas that make some of their big customers uncomfortable.

MediaTek surprises with powerful partnerships at Computex 2024

Arm shows off new architectures at Computex, innovation in low-power computing

Intel strikes back: Pat Gelsinger outlines Intel's future at Computex 2024

Qualcomm embraces AI PC future with big Copilot+ showcase at Computex

AMD leaps into Copilot+ PCs and outlines infrastructure GPU roadmap

Why it matters: AMD is in the unique position of being the primary competitor to Nvidia on GPUs – for both PCs and AI acceleration – and to Intel for CPUs – both for servers and PCs – so their efforts are getting more attention than they ever have. And with that, the official opening keynote for this year's Computex was delivered by AMD CEO Dr. Lisa Su.

Nvidia's Jensen Huang kicks off Computex 2024 with a spotlight on GenAI and an accelerated GPU roadmap

The buckets of AI and where Nvidia is crushing it

Dell showcases hybrid AI approach, merging cloud and on-premises solutions

Forward-looking: Getting companies interested in deploying generative AI applications is no longer a challenge for tech suppliers. Figuring out how to best use the technology, however, is still difficult for many of these business customers. One new technique that Dell discussed at its Dell Tech World event in Las Vegas is the concept of hybrid AI, where some of the work happens in the cloud, but some is done on premises within an organization's data centers.

Why is Apple making a data center chip?

Editor's take: Of course, Apple is designing its own AI chips for its data centers. This will give them an end-to-end, cloud-to-edge AI system that its competitors will not be able to match anytime soon.

GenAI improvements bring back the promise of truly useful digital assistants

Opinion: Could Broadcom buy Intel?

As cloud computing evolves, Amazon's AWS looks for its role in generative AI

Bending metal: The changing server business

10 Things We Hate About Nvidia

Google enhances Workspace with Gemini Pro 1.5 and new Vids application

How will AI reshape the data center?

Why it matters: The rise of AI compute is poised to reshape the economics of the data center. That may be as simple as Nvidia displacing Intel, but it could also lead to much wider, systematic change.