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VOICE ARCHIVE

@dylanonchips

@dylanonchips
50 posts
2026-02-25
Intel plans to tap into its “enterprise, cloud and partner channels” for a new “multiyear strategic collaboration” it has entered with AI chip startup SambaNova Systems after acquisition talks between the two companies recently ended. https://www.crn.com/...
2026-02-25 View on X
Bloomberg

SambaNova, which says its SN50 AI chip runs 5x faster than its rivals and will be deployed by SoftBank, raised a $350M Series E led by Vista Equity and Cambium

2026-02-24
Intel plans to tap into its “enterprise, cloud and partner channels” for a new “multiyear strategic collaboration” it has entered with AI chip startup SambaNova Systems after acquisition talks between the two companies recently ended. https://www.crn.com/...
2026-02-24 View on X
Bloomberg

SambaNova, which says its SN50 AI chip runs 5x faster than its rivals and will be deployed by SoftBank, raised a $350M Series E led by Vista Equity and Cambium

Artificial intelligence chip startup SambaNova Systems Inc. raised $350 million in a new funding round and said that customers …

2026-02-04
HP Inc. CEO and President Enrique Lores said Tuesday that he has stepped down from his position and is leaving the company to lead PayPal as its next chief executive. https://www.crn.com/...
2026-02-04 View on X
Bloomberg

PayPal names HP CEO Enrique Lores as CEO, replacing Alex Chriss on March 1, and reports Q4 revenue up 4% YoY to $8.68B, below estimates; PYPL closes down 20.3%

PayPal Holdings Inc. said HP Inc. Chief Executive Officer Enrique Lores will take the top job from Alex Chriss …

2026-02-03
HP Inc. CEO and President Enrique Lores said Tuesday that he has stepped down from his position and is leaving the company to lead PayPal as its next chief executive. https://www.crn.com/...
2026-02-03 View on X
Bloomberg

PayPal names HP CEO Enrique Lores as CEO, replacing Alex Chriss on March 1, and reports Q4 revenue up 4% YoY to $8.68B, below estimates; PYPL closes down 20.3%

PayPal Holdings Inc. said Chief Executive Officer Alex Chriss will be replaced by HP Inc. CEO Enrique Lores after profit and revenue fell short of expectations.

2026-01-06
Qualcomm said Monday that its forthcoming Snapdragon X2 Plus processors for Windows 11 PCs will bring major performance boosts over the previous generation, pitching the chips for “modern professionals” who want a “fast, responsive and portable device.” https://www.crn.com/...
2026-01-06 View on X
Tom's Hardware

Qualcomm unveils Snapdragon X2 Plus chips for PCs, available in 10-core and 6-core variants, manufactured on TSMC's N3P node using Qualcomm's Oryon architecture

2025-12-04
Intel spokesperson: “After a thorough review of strategic options for NEX—including a potential standalone path—we determined the business is best positioned to succeed within Intel.
2025-12-04 View on X
Bloomberg

Intel shelves plans to spin off or sell a stake in its networking division, NEX, after deciding that the business is more likely to succeed as an internal unit

says keeping NEX in-house will strengthen integration and customer offerings Ray Le Maistre / TelecomTV : Intel backtracks on Network and Edge Group spin off Anusuya Lahiri / Benzi...

2025-10-15
Intel on Tuesday revealed “Crescent Island,” a 160-GB, energy-efficient data center GPU that is part of a new annual GPU release cadence to deliver on the chipmaker's new strategy of providing open systems and software architecture for AI systems. https://www.crn.com/...
2025-10-15 View on X
CRN

Intel unveils Crescent Island, a data center GPU “power- and cost-optimized” for AI inference, featuring its Xe3P microarchitecture and 160GB of LPDDR5X memory

Dylan Martin / CRN :

2025-10-09
Intel on Thursday shared a variety of details about its forthcoming “Panther Lake” PC system-on-chip and “Clearwater Forest” server CPU—two products that represent a critical and long-awaited step in its heavily scrutinized comeback plan. https://www.crn.com/... [image]
2025-10-09 View on X
The Verge

Intel unveils Panther Lake, or Intel Core Ultra Series 3, the first chip built on its 18A process, coming to laptops and handhelds in late 2025 and early 2026

What we know about the next Intel Core Ultra. … Panther Lake is the most important chip Intel has made in years.

2025-08-12
Flash back to April, when Intel CEO Lip-Bu Tan told employees in a memo that he planned to have the company's next head of government affairs join his executive team and report directly to him “given the critical importance of government affairs in a complex environment.”
2025-08-12 View on X
Bloomberg

President Trump meets with Intel CEO Lip-Bu Tan and says his Cabinet members would continue talks with him in the coming days, after calling for his resignation

President Donald Trump said members of his Cabinet would continue discussions with Lip-Bu Tan in the coming days after meeting …

2025-04-30
Intel Chief Commercial Officer Christoph Schell, who was hired by former CEO Pat Gelsinger in 2021, is resigning. He plans to leave at the end of June to “pursue another career opportunity,” according to an 8-K Intel filed with the SEC this morning. $INTC
2025-04-30 View on X
TechCrunch

SEC filing: Intel EVP and Chief Commercial Officer Christoph Schell is resigning “in order to pursue another career opportunity” after joining in February 2022

Kyle Wiggers / TechCrunch :

2025-04-14
Intel announced that it has reached an agreement to sell 51 percent of its Altera FPGA business to private equity firm Silver Lake. The chipmaker will own the remaining 49 percent. Altera's current CEO, Sandra Rivera, will be replaced by former Marvell executive Raghib Hussain.
2025-04-14 View on X
Reuters

Intel says it will sell a 51% stake in Altera to Silver Lake, valuing the programmable chip unit at $8.7B; Intel bought Altera for $15B in 2015

Intel said on Monday it would sell a 51% stake in Altera to private equity firm Silver Lake, valuing the programmable chip unit at $8.75 billion.

2025-04-09
Morgan Stanley Research, for those in the back: “For an industry facing hundreds of billions of dollars in costs to set up shop in the U.S. [versus] tens of billions in tariffs, tariffs still feel like the less bad choice.” www.crn.com/news/computi...  [embedded post]
2025-04-09 View on X
CNN

The White House says that tariffs on China are set to rise to 104% at 12:01am ET on April 9 after China missed Trump's deadline to remove its reciprocal tariffs

President Donald Trump is set to impose an astounding 104% in levies across all Chinese imports on Wednesday …

Morgan Stanley Research, for those in the back: “For an industry facing hundreds of billions of dollars in costs to set up shop in the U.S. [versus] tens of billions in tariffs, tariffs still feel like the less bad choice.” www.crn.com/news/computi...  [embedded post]
2025-04-09 View on X
9to5Mac

White House Press Secretary Karoline Leavitt says that President Trump “believes” the US has the labor, workforce, and resources to build iPhones in the US

Trump's massive 104% tariffs on China are set to go into effect at midnight tonight, a move that will have a major impact on Apple and its supply chain.

2025-04-01
However, these devices don't represent all Intel- and AMD-based computers coming to the market this year, and the features only represent a subset of the Copilot+ PC functions Microsoft has announced. https://www.crn.com/...
2025-04-01 View on X
Windows Central

Microsoft expands Copilot+ PC features exclusive to Snapdragon, like Live Captions, Cocreator, Restyle Image, and Image Creator, to PCs with AMD or Intel chips

Staggered feature releases make me ask “what even is a Copilot+ PC?”  —  Microsoft has a big update for Copilot+ PCs powered by Intel or AMD processors.

Microsoft said it is rolling out Copilot+ PC features such as Live Captions and Image Creator to computers powered by Intel Core Ultra 200V and AMD Ryzen AI 300 processors, putting an end to Qualcomm's exclusive hold over such capabilities.
2025-04-01 View on X
Windows Central

Microsoft expands Copilot+ PC features exclusive to Snapdragon, like Live Captions, Cocreator, Restyle Image, and Image Creator, to PCs with AMD or Intel chips

Staggered feature releases make me ask “what even is a Copilot+ PC?”  —  Microsoft has a big update for Copilot+ PCs powered by Intel or AMD processors.

2025-03-20
“This is a fantastic outcome for our team, and we are excited to drive forward our AmpereOne roadmap for high performance Arm processors and AI,” said Renee James, CEO and founder of Ampere.
2025-03-20 View on X
Bloomberg

SoftBank acquires Ampere Computing for $6.5B in cash, with Oracle and Carlyle selling their stakes as part of the deal, which is expected to close in H2 2025

SoftBank is buying Ampere in an all-cash transaction that values the Santa Clara, California-based firm at $6.5 billion, according to a statement reviewed by Bloomberg News.

2025-02-27
Nvidia more than doubled revenue to $130.5 billion last year due to high demand for its AI chips and systems, and the company made $11 billion from early shipments of its next-generation Blackwell GPUs in the last three months alone—its “fastest product ramp” yet.
2025-02-27 View on X
CNBC

Nvidia reports Q4 revenue up 78% YoY to $39.33B, vs. $38.05B est., Data Center revenue up 93% to $35.6B, and FY 2025 revenue up 114% to $130.5B

Nvidia reported fourth-quarter earnings after the bell on Wednesday that beat Wall Street expectations.  The company also provided strong guidance for the current quarter.

2025-02-14
Arm executive Mohamed Awad on growing the company's infrastructure business beyond existing customers like AWS, Microsoft, Google and Nvidia: “There's a lot of other players, a lot of other big players out there, quite candidly, and we're going to continue to work with them...”
2025-02-14 View on X
Reuters

Sources: Arm is recruiting executives from its own customers in a push to sell its own chips, and is competing against Qualcomm to sell data center CPUs to Meta

Arm (O9Ty.F) has begun recruiting from its own customers and competing against them for deals as it pushes toward selling its own chips …

Arm executive Mohamed Awad on growing the company's infrastructure business beyond existing customers like AWS, Microsoft, Google and Nvidia: “There's a lot of other players, a lot of other big players out there, quite candidly, and we're going to continue to work with them...”
2025-02-14 View on X
Financial Times

Sources: Arm plans to launch its own chip in 2025, expected to be a CPU for servers in large data centers, after securing Meta as one of its first customers

Good morning.  Happy Valentine's Day to those who celebrate. Madison Mills / Yahoo Finance : Meta stock continues record run: ‘Prime example’ of implementing AI PYMNTS.com : Report...

2024-12-21
A federal jury has found that Qualcomm did not breach Arm's licensing terms related to the development of custom CPU cores at the heart of its Snapdragon X chips for Copilot+ PCs in a legal battle between the two semiconductor companies. Link below:
2024-12-21 View on X
Bloomberg

Qualcomm prevails at trial against Arm's claim that it breached a chip tech license acquired in the $1.4B Nuvia purchase in 2021; Arm plans to seek a retrial

- US jury finds Qualcomm didn't violate terms of agreement  — Delaware jurors were unable to agree on Nuvia's alleged breach