Tag
GPUs
6 articles
Arm's Mali G2-Ultra NX Bets Mobile AI on Integrated Neural Graphics
Arm's new CSS for Mobile 2 platform pairs neural accelerators with GPUs to handle persistent AI agents within smartphone power budgets, signaling a shift toward on-device AI workloads over cloud inference.
Nvidia's $99B Equity Arsenal: Securing the GPU Moat One Investment at a Time
The chip giant deployed over $40 billion in 2026 to build influence across the AI stack, from frontier labs to cloud providers—a tenfold surge that rewrites how platform companies entrench market power.
AMD's MI400 Series: Can Chiplet Design and Open Software Crack NVIDIA's AI Fortress?
AMD claims 50 percent more memory and superior precision performance in new data center GPUs, but execution on ROCm software and enterprise adoption remain unproven.
Nvidia Expands AI Moat Beyond GPUs Into Data Center Orchestration
Earnings reveal Nvidia's strategic pivot toward specialized systems and storage optimization as gigawatt-scale data centers become the new competitive battleground.
BNP Paribas Warns SpaceX AI Buildout Could Squeeze Neocloud GPU Supply
SpaceX's AI infrastructure expansion may prompt Nvidia to prioritize its chip allocations, tightening GPU supply for neocloud providers CoreWeave and Nebius.
Nvidia Locks In $500B HBM Supply Deal With SK Hynix to Defend AI Market Lead
The long-term agreement secures critical high-bandwidth memory for Nvidia's H100 and B200 GPUs, tightening its grip on AI accelerator supply chains.