Analyst Ming-Chi Kuo's latest report points to a multistage rollout: Apple's self-developed AI server chips will begin ...
Marvell's $3.8B acquisitions of Celestial AI and XConn target optical interconnects and CXL switching for next-gen AI ...
Apple plans to mass-produce its own AI server chips (Baltra) starting in 2H26, aiming to power Apple Intelligence with ...
Per Ming-Chi Kuo, Apple appears set to start mass-producing its new in-house AI server chips as soon as this year.
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Microsoft’s Brad Smith pushes Big Tech to ‘pay our way’ for AI data centers amid rising opposition
Microsoft is trying to win over communities concerned about AI data centers. The company's president, Brad Smith, is meeting ...
Analyst Ming-Chi Kuo insists Apple will double down on artificial intelligence, by mass-producing specialized AI server chips ...
Apple's Mac business ended 2025 with flat year-over-year shipments in the holiday quarter despite a broader rebound in the ...
Meta has been investing heavily in infrastructure to fuel its AI "superintelligence" ambitions. The company also recently ...
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