Semiconductor News & Analysis Feed

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As AI workloads pivot toward emerging needs for systems that can perform tasks with a coordinated balance between speed and control, the hardware race is moving beyond GPUs. While the critical role GPUs have played across the AI compute landscape is not in doubt, the expansion of inference, reasoning, and agentic AI is placing CPUs back at the center of the AI hardware race.

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Perplexity says it plans to use Nvidia's new CPU Stephen Nellis Tue, July 7, 2026 at 12:03 PM PDT 1 min read PEAI.PVT NVDA -0.25% INTC +1.58% AMD +5.47% Explore stocks on Coinbase Trading disclosure By Stephen Nellis SAN FRANCISCO, July 7 (Reuters) - AI startup Perplexity on Tuesday confirmed it plans to use Nvidia's new ‌central processing units, as the chip giant works to ‌broaden its market a

Perplexity's CEO Predicts Micron Could Overtake Meta In Stunning AI Power Shift: 'Whatever Is The Bottleneck Will...' Perplexity's CEO Predicts Micron Could Overtake Meta In Stunning AI Power Shift: 'Whatever Is The Bottleneck Will...' Rishabh Mishra Thu, June 18, 2026 at 6:30 AM PDT 6 min read MU +4.79% META -1.65% PEAI.PVT Explore stocks on Coinbase Trading disclosure Benzinga and Yahoo Finance