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L
So with considering the timeframe, MITA 300-500 will all be TSMC….
Mar 11, 2026
ARM is helping with this. Arm is going big on the custom ASIC business. I do not see any of this denting Nvidia. Look at the deals...
Mar 11, 2026
Not at this time. The China slowdown will definitely help. TSMC is literally working around the clock to expand N3 and build N2 so I do...
Mar 11, 2026
Release combines AI, multiphysics simulation, and real-world digital twin technology to transform how teams explore designs, validate...
Mar 11, 2026
New product capabilities deliver leading performance, capacity, and industry-first hardware-assisted test-automation capabilities to...
Mar 11, 2026
Announces new design, verification and simulation solutions to re-engineer AI-powered product innovation at Synopsys Converge 2026
Key...
Mar 11, 2026
Meta (META) has debuted four new AI chips as part of its Meta Training and Inference Accelerator family of in-house processors. The new...
Mar 11, 2026
The in-house chips will also make the hyperscalers even more competitive against smaller datacenters - further putting strain on...
Mar 11, 2026
Real‑world error performance validation across the full interconnect lifecycle to reduce risk, lower-costs, and ensure reliable...
Mar 11, 2026
Platform reduces risk, cost, and development time with real-world AI workload emulation and data-center-ready scalability across...
Mar 11, 2026
Sign-off every NoC using nocProve with 100% proof convergence
LONDON, UK / ACCESS Newswire / March 2, 2026 / Axiomise announced the...
Mar 11, 2026
Meta (META) has debuted four new AI chips as part of its Meta Training and Inference Accelerator family of in-house processors. The new...
Mar 11, 2026
C
TPUs are used to mainly drive their internal workloads -- more than the Cloud. TPUs are used to drive the ~$300B in advertising for...
Mar 11, 2026
I
I assume you meant Nvidia GPUs in the last line?
Nvidia margins are enormous (more than 70%?) because they can charge what the market...
Mar 11, 2026
Intel Arrow Lake (desktop) refresh chips launched today.
- Priced dropped and is very competitive: 24 core Ultra 7 is $299, 18 core...
Mar 11, 2026
Daniel Nenni replied to the thread Meta announces 4 new AI chips, raising competitive stakes with Nvidia, AMD.ARM is helping with this. Arm is going big on the custom ASIC business. I do not see any of this denting Nvidia. Look at the deals...
AmandaK posted the thread Synopsys Launches Ansys 2026 R1 to Re-Engineer Engineering with Joint Solutions and AI-Powered Products in Synopsys.Release combines AI, multiphysics simulation, and real-world digital twin technology to transform how teams explore designs, validate...
Xebec reacted to Daniel Nenni's post in the thread Meta announces 4 new AI chips, raising competitive stakes with Nvidia, AMD with
Like.
Meta (META) has debuted four new AI chips as part of its Meta Training and Inference Accelerator family of in-house processors. The new...