6 things we learned from Xcelerated Compute Show London
All eyes on neoclouds, sovereignty and inference economics
Analysis - Semiconductors
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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Inside Spectrum-X: Nvidia’s Ethernet networking platform
How Nvidia re-engineered Ethernet to power the world’s largest AI clusters
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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?