analysis · Apr 2, 2026 · 8 min
analysis · Apr 2, 2026 · 10 min
analysis · Mar 23, 2026 · 12 min
analysis · Feb 17, 2026 · 8 min
analysis · Jan 27, 2026 · 10 min
As terrestrial power constraints threaten to bottleneck AI infrastructure expansion, Starcloud’s orbital data center concept presents a radical alternative — but can space-based compute actually deliver on the promise of unlimited energy for AI workloads?
analysis · Apr 2, 2026 · 8 min
NVIDIA’s strategic investment in Marvell raises critical questions about the future of the XPU market and whether this relationship accelerates or constrains Marvell’s custom silicon ambitions.
analysis · Apr 2, 2026 · 10 min
Marvell’s acquisition of XConn gives it both an open fabric alternative to NVLink and the chiplet interconnect IP to compete across the emerging heterogeneous compute landscape.
analysis · Mar 23, 2026 · 12 min
Applied Materials posted strong Q1 FY2026 results driven by sustained AI-related demand in logic, high-bandwidth memory, and advanced packaging — segments that now account for the majority of its revenue growth.
analysis · Feb 17, 2026 · 8 min
Microsoft’s second-generation Maia 200 custom silicon is purpose-built for reinforcement learning workloads, signaling a broader industry shift from training-centric to inference-and-RL-centric chip architectures.
analysis · Jan 27, 2026 · 10 min
New Futurum Research data shows enterprise XPU adoption accelerating sharply, with alternative GPU architectures on track to capture a larger share of AI infrastructure spend in 2026.
analysis · Jan 26, 2026 · 12 min
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NVIDIA and Marvell’s NVLink Fusion partnership marks a pivotal shift in the custom silicon ecosystem, enabling hyperscalers to integrate their own XPUs directly into NVLink fabrics — a move that fundamentally changes the competitive dynamics for custom ASIC vendors.
analysis · Apr 2, 2026 · 10 min read
NVIDIA’s strategic investment in Marvell raises critical questions about the future of the XPU market and whether this relationship accelerates or constrains Marvell’s custom silicon ambitions.
analysis · Apr 2, 2026 · 10 min read
Microsoft’s second-generation Maia 200 custom silicon is purpose-built for reinforcement learning workloads, signaling a broader industry shift from training-centric to inference-and-RL-centric chip architectures.
analysis · Jan 27, 2026 · 10 min read
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