AMD’s networking chief: Never bet against Ethernet
Four decades in networking taught Soni Jiandani to back Ethernet, rather than on any single company owning the stack
Analysis - Chips
In-depth analysis of networking, cloud, and AI infrastructure trends
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Cerebras spins Nvidia’s Groq tie‑up as proof its wafer‑scale bet was right
Why Nvidia’s GTC 2026 keynote was ‘the best thing ever’ for Cerebras
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AMD strikes back: The two-front battle with Nvidia for AI software & CPU control
Chip rival looks to fight off encroachment into the CPU space while also breaking CUDA’s lock-in
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How Cisco is rethinking compute in the network
Move over speeds and feeds; it’s all about programmability, platforms, and ‘velocity’
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Will memory fail the AI boom?
How the memory crunch is reshaping the AI infrastructure market and pushing costs downstream
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OpenAI's Broadcom deal signals the end of Nvidia's AI chip monopoly
The ChatGPT maker is following the hyperscaler playbook: diversify suppliers and build your own silicon
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Are would-be investors turning to Grok to find the next Nvidia?
Folks are going on Grok to grok what's going on at Groq – it went about as well as you’d expect
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The 5 firms who could buy Intel’s network business
Is Broadcom back in for the beleaguered chip giant? Or could Nokia or Ericsson look to snap up a vital supplier for their suppliers?