Supermicro (NASDAQ: SMCI) ramps up support for NVIDIA Rubin NVL72 with U.S. rack-scale liquid cooling

Venkatesh- January 6, 2026 0

Supermicro backs NVIDIA’s Rubin NVL72 with full rack-scale liquid cooling—find out how this could reshape the AI infrastructure market in 2026 and beyond. Read More

SK hynix secures Intel validation for 256GB DDR5 RDIMM built on 32Gb DRAM

Venkatesh- December 18, 2025 0

SK hynix secures Intel validation for its 256GB DDR5 RDIMM built on 32Gb DRAM. Find out how this milestone could shift the AI server memory ... Read More

Can Intel become SoftBank’s next Arm? Why the $2bn bet could reshape its AI hardware strategy

Venkatesh- November 17, 2025 0

SoftBank’s August investment in Intel Corporation is now coming into focus as a strategic wager on AI infrastructure, echoing the playbook it once used with ... Read More

SoftBank’s $2bn Intel move and Klarna revaluation highlight a bold shift from software to silicon

Pallavi Madhiraju- November 15, 2025 0

SoftBank adds Intel and Klarna, exits Oracle and NVIDIA—see what this bold Q3 reshuffle means for AI, fintech, and the next phase of tech investing. Read More

What Craig Barratt brings to Intel’s boardroom as the chipmaker races to catch up in AI

Pallavi Madhiraju- November 11, 2025 0

Intel adds semiconductor veteran Craig Barratt to its board to support AI, foundry, and platform strategy. Explore what this means for execution and investor sentiment. Read More

Cisco Unified Edge is here—and it could change how enterprises run AI forever

Venkatesh- November 5, 2025 0

Cisco unveils Unified Edge to bring data-center power to the edge for real-time AI workloads. Find out what this means for enterprises and investors now. Read More

Inside Intel’s Panther Lake bet: Can 18A redefine AI PCs and chipmaking dominance?

Srinath- November 3, 2025 0

Intel’s Panther Lake and 18A architecture launch marks a pivotal moment for AI PCs and U.S. chipmaking. Find out what’s at stake for Intel Corporation ... Read More

Intel’s AI pivot gains ground as foundry and x86 bets lift Q3 earnings beyond expectations

Venkatesh- October 30, 2025 0

Intel’s AI strategy and foundry push lifted Q3 2025 earnings past expectations. Find out how it's regaining relevance in the age of accelerated computing. Read More

Why new US export rules could erase $600m from Applied Materials’ China business

Pallavi Madhiraju- October 3, 2025 0

Applied Materials warns of $600M China revenue hit from US export curbs. AMAT stock falls as investors weigh geopolitics vs AI growth. Read More