The company that does have a moat is Nvidia. CEO Jensen Huang has called it his most precious “treasure.” It is not, as you ...

Apple’s new M5 Pro MacBook Pro is stepping into territory long dominated by NVIDIA, with GPU performance, AI acceleration, and creative workflow optimizations that aim to rival discrete RTX cards.

AMD is leaning on highly specialised startups like MangoBoost and TensorWave to make its chips enterprise-ready.

For most of the AI boom, Nvidia (NVDA) has been the only name that mattered in data center hardware. That dynamic is shifting ...

Nvidia's dominance stems not just from superior chip hardware, but also from its CUDA software platform -- a 20-year investment that creates powerful developer lock-in and makes switching to ...

Google's TPU v8t and v8i split training and agentic inference across two purpose-built chips — and signal a structural cost ...

Nvidia has spent nearly two decades turning a programming toolkit into one of the most powerful competitive advantages in the semiconductor industry. That toolkit, called CUDA, now underpins virtually ...

Modern AI is no longer powered by a single type of processor—it runs on a diverse ecosystem of specialized compute architectures, each making deliberate tradeoffs between flexibility, parallelism, and ...

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Analysts say Intel’s success will hinge less on hardware and more on overcoming entrenched software lock-in and buyer inertia. Intel is making a new push into GPUs, this time with a focus on data ...

Abstract: This study investigates the effectiveness and feasibility of using parallel machines with GPUs of different capacities to train large language models (LLMs) as an alternative to costly cloud ...