Nvidia mulls Chipzilla deal for gaming GPU fabs
Intel’s 18A node may become more than just internal salvation
Nvidia is eyeing Troubled Chipzilla’s foundry business to manufacture gaming GPUs—marking a potential inflexion point for Intel’s battered but still-breathing manufacturing arm, according to GuruFocus.
VMware sues Siemens for playing fast and loose with licenses
From corporate bromance to courtroom brawl in under a year
Just months after showcasing their joint vision for the future of global manufacturing, VMware and Siemens have decided to skip the foreplay and head straight to legal action.
Top fabless chipmakers rake in $249.8 billion
Half of this went to Nvidia
The semiconductor industry in 2024 was an all-you-can-eat buffet for AI chipmakers, with the top ten fabless firms raking in a cool $249.8 billion—nearly half of which was trousered by Nvidia.
Broadcom might upset Nvidia’s AI applecart
Hyperscalers are where the money is at
Nvidia might be the poster child of the AI boom, but according to the Financial Times, investors betting on Broadcom have had an even sweeter ride.
Marvell has excellent results
But fails to meet Wall Street’s over-optimistic expectations.
Marvell Technology. took a pounding in late trading after delivering a revenue forecast that failed to match the cocaine nose jobs of Wall Street’s daft, over-optimistic predictions.
Nvidia and Broadcom test Intel's 18A manufacturing process
Could be a move against TSMC
The dark satanic rumour mill has manufactured a hell on earth yarn claiming that Nvidia and Broadcom are testing Intel's advanced 18A manufacturing process.
Jim Keller blasts Intel sale rumours
It’s a fire sale
The troubled Chipzilla’s golden days might be behind it, but selling the company or its divisions isn’t the way forward—it’s a reckless fire sale, says legendary chip designer Jim Keller.
Wall Street melts down over Chinese AI upstart
Hardware share prices crash
In a moment of true stupidity, Wall Street's cocaine nose jobs created a panic in NASDAQ shares yesterday after it was revealed that a Chinese AI upstart had managed to get an AI running with less hardware and power than the West.
Escaping VMware's clutches will cost you
Gartner warns
According to a new assessment by Gartner, enterprises considering moving away from VMware due to Broadcom's changes should brace themselves for a lengthy, costly, and complex project.
Ingram Micro cuts Broadcom and VMware ties
Not worth the trouble
Tech distribution giant Ingram Micro announced plans to end its business relationship with Broadcom and limit VMware dealings in certain regions starting January 2025. The company cited an inability to reach terms that balanced customer needs and shareholder returns.
