• The End Is Not Nigh

    green balloon with a pin

    Leading up to Nvidia’s recent earnings call, concerns mounted that the company would confirm fears that the AI bubble would soon burst. Too many companies are prodigiously spending to build the next data center to create the next foundation model. Profitability is well over the time horizon, and their annular funding arrangements are unsustainable. Nvidia… continue reading

  • Arm Neoverse Fuses NVLink

    AI-generated Arm plus NVLink Fusion graphic

    Arm is adding Nvidia NVLink Fusion to its Neoverse platform. Neoverse is Arm’s family of infrastructure CPUs. NVLink Fusion is the licensable version of Nvidia’s chip-to-chip interconnect. Companies licensing Neoverse CPUs and peripheral technologies (IP), including soft IP or a CSS hard macro, will now receive Fusion support. This will help them to build chiplets… continue reading

  • AMD’s Embedded Strategy Lacks Bite

    AI-generated embedded-processing art

    AMD revealed its embedded-processing strategy at its recent analyst day and set growth targets. Less noticed than data-center and client businesses, the embedded unit is called out in the company’s quarterly financial statements. It faces the same growth pressures but unique dynamics. The diverse embedded market is in disarray at the high end, and AMD’s… continue reading

  • Speedy Nuclei CPU Supports Apps and Real-Time Processing

    Nuclei System Technology logo

    At the RISC-V Summit North America, Nuclei disclosed its new licensable UX1030H CPU. A midrange configuration of the company’s high-end 1000-series cores, the design complies with RISC-V’s RVA23 profile and supports real-time as well as application processing. Nuclei targets the UX1030H at performance-sensitive systems, such as communications, computing, and storage infrastructure. Based in Shanghai, Nuclei… continue reading

  • Byrne-Wheeler Report, Episode 4

    Teaser for Byrne-Wheeler Report Episode 4

    Bob and Joe discuss the RISC-V Summit, Nvidia BlueField 4, the possibility of an Intel-SambaNova acquisition, and Amazon’s Indiana data center and Trainium 2. continue reading

  • Axelera’s Europa NPU Hits 629 TOPS in 45 W

    Axelera Europa chip

    Edge-AI specialist Axelera is moving upmarket. The company’s new Europa AI accelerator (NPU) triples the raw performance of its Metis NPU to 629 TOPS (and more than quadruples its Yolo V8 throughput), positioning it for automotive, robotics, and even data-center applications. Slated to ship in the first half of 2026, the new device adds capabilities… continue reading

Popular

Sponsored Content and Plugs

Other Sites You Might Like

Read More

AMD Apple APU/IGP Arm auto Broadcom business Ceva CPU data center DPU DSP edge AI embedded Enfabrica Epyc FPGA Google GPU Imagination Intel Marvell MCU MediaTek Meta Microsoft MLPerf networking NPU (AI accelerator) Nvidia NXP OpenAI PC policy process tech Qualcomm RISC-V SambaNova SiFive smartphone SoftBank software Tenstorrent Tesla Zen 5

error: Selecting disabled if not logged in