Semiconductor News & Analysis Feed

Qualcomm outlines new CPU, AI accelerator roadmap, inks deal with Meta PUBLISHED JUNE 24, 2026 Qualcomm outlined its latest data center offerings including the Qualcomm Dragonfly C1000 CPU, Qualcomm High Bandwidth Compute (HBC) and Qualcomm Dragonfly AI300 inference accelerator. Qualcomm also detailed custom silicon offerings. The data center roadmap was detailed at Qualcomm's Investor Day. The

Qualcomm acquires Modular to add open software chops PUBLISHED JUNE 24, 2026 Qualcomm said it will acquire Modular in a move that gives it an AI-native software platform that will give it a more integrated portfolio. The plan for Qualcomm is to combine Modular's software ecosystem with its chips and AI data center efforts. With Modular, Qualcomm will also have a chip agnostic compute layer that

HPE tightens Nvidia ties in AI stack, integrates Juniper PUBLISHED JUNE 16, 2026 HPE launched an updated AI factory stack on the latest Nvidia technologies including the Vera CPU, added features to HPE Private Cloud AI and integrated the Juniper networking portfolio as part of its self-driving network strategy. The barrage landed as HPE Discover kicked off in Las Vegas. HPE delivered strong earn

Satellite constellations with extra onboard compute are several steps away from handlin...

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Nvidia's Vera CPU, DGX Station, Windows PCs all go to the same place: AI agents running locally PUBLISHED JUNE 1, 2026 Nvidia CEO Jensen Huang's keynote at Computex featured Nvidia RTX Spark, DGX Station for Windows, a parade of PCs, the debut of the Vera CPU, a processor that could spread Nvidia's reach further. After years of hearing GPUs are everything, the idea that Nvidia is so CPU-happy is

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