Nvidia chases $200B CPU market with AI agent PCs from Microsoft, Dell, and HP
If Nvidia has cracked a way to bring AI agents easily, safely and usefully to the masses, it could — and should — be big.
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Jensen Huang says he’s found a ‘brand new’ $200B market for Nvidia
The next big thing for Nvidia will be CPUs for AI agents, $200 billion worth, CEO Jensen Huang predicts.
Google and Intel deepen AI infrastructure partnership
The two tech giants are looking to co-develop custom chips, at a time when demand for CPUs is high due to a growing global shortage.
Arm is releasing the first in-house chip in its 35-year history
Arm is producing its own CPU for the first time. It developed the CPU with Meta, which is also the chip’s first customer.
Meta strikes up to $100B AMD chip deal as it chases ‘personal superintelligence’
Meta is buying billions of dollars in AMD AI chips in a multiyear deal tied to a 160 million-share warrant, deepening its push to diversify beyond Nvidia and expand data center capacity.