Nvidia has hit a new roadblock in the development of its N1X ARM-based CPU that may force its release late into 2026. Unfortunately, the problem is not an easy fix, with engineers reportedly having to ...

Nvidia's consumer PC processors N1 and N1X, originally expected in 2025, have been delayed to at least 2026 due to reported 'critical hardware defects' in the chips, possibly requiring a costly and ...

Latest reports indicate that NVIDIA’s N1 and N1x CPUs have been delayed. NVIDIA has significantly delayed the launch of its ...

Nvidia's long-fabled Arm chip is one of those rare PC hardware prospects that comes along every now and then and really ...

Geopolitics have entered the AI space, most notably limiting Nvidia's AI opportunities in China. We are skeptical that Nvidia's China AI business will be allowed to recover, regardless of the US ...

By training Claude Opus 4 entirely on its own chips, Amazon may be hinting that the AI race isn’t exclusive to NVIDIA’s ...

AMD is grabbing share from Intel in x86 data center processors at a rapid rate. As the chart above shows, AMD’s share is now ...

Every major economy that is not the United States or China, which has a disproportionate share of HPC national labs as well ...

Arm Holdings' drastically higher short interest and overly exuberant market sentiments imply near-term volatility. Learn more ...

JUPITER became the world's fourth fastest supercomputer when it debuted last month. Though housed in Germany at the Jülich ...

By training Claude Opus 4 entirely on its own chips, Amazon is proving the AI race isn’t exclusive to NVIDIA’s hardware.

Arm Holdings is gaining traction in data center CPUs, but lofty goals and high valuation temper near-term optimism. See why ...