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  1. K

    Any thoughts on the AMD/Microsoft alliance in AI/ML?

    Correct me if i am wrong, but MSFT is unique among the hyperscalers in not having any AI hardware/CPUs of their own. Given that AI looks to be a significant workload for Azure, it seems like something MSFT should want to consider… plus it is beneficial for MSFT for there to be competition with...
  2. K

    'Sharp' chip inventory correction looms on horizon, warns investment banker

    The devil is clearly in the details… however the industry is no longer all about laptops and phones… growth drivers may be elsewhere at this time. As Hanson points out, AI workloads are increasingly driving demand at the most advanced nodes in enterprise and the cloud while handsets appear to...
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