Tag: chips

Five thoughts from Lisa Su’s keynote at AMD Advancing AI

Advanced Micro Devices Inc.’s Advancing AI 2026 keynote this week was Chief Executive Lisa Su’s bid to redefine the company from a “graphics processing unit alternative” to a full-stack artificial intelligence infrastructure vendor and to make this the year the central processing unit officially rebounds as a first-class AI platform. The message from Su was ambitious and often compelling, but it also sharpened the competitive contrast with Nvidia Corp. and Intel Corp., raising as many questions as it answered.

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Five thoughts from Lisa Su’s keynote at AMD Advancing AI

Nvidia Vera Rubin: Inside the agentic AI factory that rewrites the CPU playbook

On the surface, this week’s Vera Rubin launch is another major platform moment for Nvidia Corp., as the company maintains a steady drumbeat of artificial intelligence infrastructure innovation. Nvidia is positioning Vera Rubin as a full-stack system designed to improve performance per watt and reduce token costs, with production ramping across a broad global partner base, including cloud and AI infrastructure providers.

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Nvidia Vera Rubin: Inside the agentic AI factory that rewrites the CPU playbook

Cisco’s 51.2T Silicon One P200 chip brings scale-across to distributed AI

Cisco Systems Inc. today announced its 8223 routing system, powered by its new Silicon One P200 chip — a new network system designed to unlock artificial intelligence’s potential through massive scale. Earlier this year, Nvidia Corp. introduced the concept of “scale-across” architectures as AI is now hitting the limits of a single data center. A “unit of compute” was once a server then evolved into a rack and then the entire data center.

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Cisco’s 51.2T Silicon One P200 chip brings scale-across to distributed AI

Nvidia presents AI-centric future at GTC conference

In its 18th annual GTC conference last week, Nvidia Corp. not surprisingly aimed to get audience members’ hearts pumping for what’s next — which obviously is the rapid evolution of artificial intelligence. Nvidia co-founder and Chief Executive Jensen Huang once again played his traditional keynote speaker role. As usual, he was dressed in all black, including a leather jacket. On Tuesday, Huang held court without a script for more than two hours, introducing Nvidia’s upcoming products.

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Nvidia presents AI-centric future at GTC conference

Roundup: Nvidia’s impressive list of new and upgraded products at CES

Although the holiday gift-giving season may be over, Nvidia Corp. co-founder and Chief Executive Jensen Huang was in a very generous mood during his Monday keynote address at the CES consumer electronics show in Las Vegas. The leader in accelerated computing, which invented the graphics processing unit more than 25 years ago, still has an insatiable appetite for innovation.

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Roundup: Nvidia’s impressive list of new and upgraded products at CES