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Semiconductor News by Dylan Martin

@dylanonchips.bsky.social
518 followers 136 following 342 posts

News/features about semiconductors from CRN Senior Editor Dylan Martin. Send tips to dmartin@thechannelco.com or dylanljmartin.20 on Signal. Find my articles here: www.crn.com/authors/dylan-martin

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Semiconductor News by Dylan Martin @dylanonchips.bsky.social · 12h
As hyperscalers and neoclouds begin to launch offerings based on Nvidia’s new flagship Vera Rubin rack-scale AI platform, one systems integrator is set to deliver what could be the largest deployment of such platforms for an enterprise customer in the channel. www.crn.com/news/data-ce...
crn.com
How Mark III Won ‘One Of The Largest’ Nvidia AI Factory Enterprise Deals In The Channel
Mark III Systems executive Andy Lin explained to CRN how enterprise trends and its AI factory expertise contributed to a deal TD Synnex is calling “one of the largest” enterprise AI factory deployment...
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Semiconductor News by Dylan Martin @dylanonchips.bsky.social · 24/09/2026
Couple interesting stories dropping soon.
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Semiconductor News by Dylan Martin @dylanonchips.bsky.social · 18/09/2026
With Softcat acquiring GDT for an “enterprise value” of $1.05 billion, the U.K. solution provider giant is gaining a U.S. systems integration business that has tapped into the rich vein of neocloud activity fueled in part by Nvidia’s investments. www.crn.com/news/data-ce...
crn.com
Before Sale to Softcat, GDT Tapped Into Nvidia-Fueled Neocloud Gold Rush
With Softcat’s acquisition of GDT, the U.K. solution provider giant is gaining a U.S. systems integration business that has been selling AI infrastructure and related services to roughly 20 neoclouds,...
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Semiconductor News by Dylan Martin @dylanonchips.bsky.social · 18/09/2026
Analysis: Nvidia is once again showing that demand for AI infrastructure is continuing at a breakneck pace, but the vendor has indicated that global production capacity for its chips and systems could fall short of what customers need by roughly $100 billion next year. www.crn.com/news/compone...
crn.com
Analysis: What Nvidia’s Massive Supply-Demand Gap Says About AI Mania
Nvidia has shown once again that demand for AI infrastructure is continuing at a breakneck pace, but the vendor has indicated that global production capacity for its chips and systems could fall short...
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Semiconductor News by Dylan Martin @dylanonchips.bsky.social · 16/09/2026
Lenovo is seeking to help channel partners navigate virtualization modernization issues for customers with a new set of infrastructure solutions and services—regardless of whether they are moving on from VMware due to fallout from its sale to Broadcom. www.crn.com/news/data-ce...
crn.com
Lenovo Exec: New Virtualization Solutions Will Aid Partners In Modernization Push, With Or Without VMware
Lenovo is seeking to help channel partners navigate virtualization modernization issues for customers with a new set of infrastructure solutions and services—regardless of whether they are moving on f...
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Semiconductor News by Dylan Martin @dylanonchips.bsky.social · 14/09/2026
Intel spin-off Cornelis Networks is expanding beyond its traditional business to challenge Nvidia in scale-up networking with the potential backing of Qualcomm and $205 million in new funding. And yes, it will support UALink. Interview with CEO here: www.crn.com/news/compone...
crn.com
Cornelis Mounts Scale-Up Challenge To Nvidia, Teases Potential Qualcomm Tie-Up
Intel spin-off Cornelis Networks is expanding beyond its traditional business to challenge Nvidia in scale-up networking with the potential backing of Qualcomm and $205 million in new funding.
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Semiconductor News by Dylan Martin @dylanonchips.bsky.social · 14/09/2026
Intel spin-off Cornelis Networks is expanding beyond its traditional business to challenge Nvidia in scale-up networking with the potential backing of Qualcomm and $205 million in new funding. And yes, it will support UALink. Interview with CEO here: www.crn.com/news/compone...
crn.com
Cornelis Mounts Scale-Up Challenge To Nvidia, Teases Potential Qualcomm Tie-Up
Intel spin-off Cornelis Networks is expanding beyond its traditional business to challenge Nvidia in scale-up networking with the potential backing of Qualcomm and $205 million in new funding.
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Semiconductor News by Dylan Martin @dylanonchips.bsky.social · 11/09/2026
In this video, I talk about what could be holding Qualcomm, Nvidia and AMD back from bringing new data center products like the Dragonfly CPU, Groq LPX 3 rack and Instinct GPU to a wider set of customers through the channel. www.youtube.com/watch?v=mDel...
youtube.com
Qualcomm’s $60B AWS Deal: AI Infrastructure Opportunities Ahead For the Channel?
YouTube video by CRN
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Semiconductor News by Dylan Martin @dylanonchips.bsky.social · 10/09/2026
Exclusive: Netherlands-based AI chip startup Axelera AI has more than quadrupled its partner roster to over 60 partners since launching its global partner program in June of last year to generate demand for its energy-efficient AI accelerator chips. www.crn.com/news/compone...
crn.com
Exclusive: This Nvidia Rival Has Quadrupled Its Partner Roster As It Looks Beyond Edge AI
While Nvidia continues to expand its increasingly massive AI infrastructure empire, partner interest is growing in Axelera AI, a smaller chip design firm has been expanding its purview beyond edge AI ...
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Semiconductor News by Dylan Martin @dylanonchips.bsky.social · 09/09/2026
A new deal with Amazon Web Services is giving credence to Qualcomm’s ambition to become a major chip player in the data center market, but it may take some time for the vendor to challenge Intel, AMD and Nvidia in the server channel. www.crn.com/news/compone...
crn.com
Analysis: Does Qualcomm’s AWS Server Chip Deal Signal A Channel Shakeup?
A new deal with Amazon Web Services is giving credence to Qualcomm’s ambition to become a major chip player in the data center market, but it may take some time for the vendor to challenge Intel, AMD ...
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Semiconductor News by Dylan Martin @dylanonchips.bsky.social · 09/09/2026
A new deal with Amazon Web Services is giving credence to Qualcomm’s ambition to become a major chip player in the data center market, but it may take some time for the vendor to challenge Intel, AMD and Nvidia in the server channel. www.crn.com/news/compone...
crn.com
Analysis: Does Qualcomm’s AWS Server Chip Deal Signal A Channel Shakeup?
A new deal with Amazon Web Services is giving credence to Qualcomm’s ambition to become a major chip player in the data center market, but it may take some time for the vendor to challenge Intel, AMD ...
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Semiconductor News by Dylan Martin @dylanonchips.bsky.social · 04/09/2026
Nvidia’s $12.9 billion blockbuster deal to acquire open model repository Hugging Face has the potential to help the AI infrastructure giant boost enterprise AI adoption and grease the wheels for its robotics business, channel partners told CRN. www.crn.com/news/ai/2026...
crn.com
Nvidia’s $12.9B Hugging Face Deal Will Aid Enterprise AI Push: Partners
Nvidia’s $12.9 billion blockbuster deal to acquire open model repository Hugging Face has the potential to help the AI infrastructure giant boost enterprise AI adoption and grease the wheels for its r...
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Semiconductor News by Dylan Martin @dylanonchips.bsky.social · 28/08/2026
The leader of Lenovo’s North America business called the rising backlash against data centers “one of the several constraints” faced by the tech industry, but he said the Chinese PC giant has not seen any slowdown in AI demand. www.crn.com/news/data-ce...
crn.com
Lenovo Leader Calls Data Center Backlash A ‘Constraint’ But Sees No AI Slowdown
The leader of Lenovo’s North America business called the rising backlash against data centers “one of the several constraints” faced by the tech industry, but he said the Chinese PC giant has not seen...
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Semiconductor News by Dylan Martin @dylanonchips.bsky.social · 24/08/2026
Intel’s share in the x86 CPU market for PCs and servers fell under 70 percent for the first time since 1995, marking a 31-year low for the semiconductor giant, even as AI spending fueled historic growth for its data center business. www.crn.com/news/compone...
crn.com
Intel’s CPU Market Share Falls To 31-Year Low As AI Mania Fuels Record Growth
Intel’s share in the x86 CPU market for PCs and servers fell under 70 percent for the first time since 1995, marking a 31-year low for the semiconductor giant, even as AI spending fueled historic grow...
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Semiconductor News by Dylan Martin @dylanonchips.bsky.social · 24/08/2026
Intel’s share in the x86 CPU market for PCs and servers fell under 70 percent for the first time since 1995, marking a 31-year low for the semiconductor giant, even as AI spending fueled historic growth for its data center business. www.crn.com/news/compone...
crn.com
Intel’s CPU Market Share Falls To 31-Year Low As AI Mania Fuels Record Growth
Intel’s share in the x86 CPU market for PCs and servers fell under 70 percent for the first time since 1995, marking a 31-year low for the semiconductor giant, even as AI spending fueled historic grow...
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Semiconductor News by Dylan Martin @dylanonchips.bsky.social · 20/08/2026
Qualcomm said Thursday that it has hired the former president of Lenovo’s Motorola division to lead the businesses for its PC, smartphone and mixed reality device chips as it seeks to tap into the channel to diversify its revenue. www.crn.com/news/compone...
crn.com
Qualcomm Hires Top Lenovo Exec To Lead PC, Phone And AI Device Businesses
Qualcomm said it has hired the former president of Lenovo’s Motorola division to lead the businesses for its PC, smartphone and mixed reality device chips as it seeks to tap into the channel to divers...
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Semiconductor News by Dylan Martin @dylanonchips.bsky.social · 18/08/2026
Nvidia has appointed 26-year HPE veteran Monica Gille as vice president of global partnerships, a role that she said will see her lean on the channel to boost adoption of the company’s enterprise AI and software products. www.crn.com/news/compone...
crn.com
Nvidia Taps 26-Year HPE Sales Veteran Monica Gille To Lead Global Partnerships
Nvidia has appointed 26-year HPE veteran Monica Gille as vice president of global partnerships, a role that she said will see her lean on the channel to boost adoption of the company’s enterprise AI a...
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Semiconductor News by Dylan Martin @dylanonchips.bsky.social · 14/08/2026
Lenovo said that last quarter was the best in the company’s history, fueled in part by ongoing AI demand that has constrained component supplies and prompted hardware price increases amid other ripple effects in the channel. www.crn.com/news/computi...
crn.com
AI Demand Helps Lenovo Hit Record Revenue Amid Price Increases, Supply Crunch
Lenovo said that last quarter was the best in the company’s history, fueled in part by ongoing AI demand that has constrained component supplies and prompted hardware price increases amid other ripple...
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Semiconductor News by Dylan Martin @dylanonchips.bsky.social · 14/08/2026
Lenovo said that last quarter was the best in the company’s history, fueled in part by ongoing AI demand that has constrained component supplies and prompted hardware price increases amid other ripple effects in the channel. www.crn.com/news/computi...
crn.com
AI Demand Helps Lenovo Hit Record Revenue Amid Price Increases, Supply Crunch
Lenovo said that last quarter was the best in the company’s history, fueled in part by ongoing AI demand that has constrained component supplies and prompted hardware price increases amid other ripple...
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Semiconductor News by Dylan Martin @dylanonchips.bsky.social · 12/08/2026
Just saw that I'm part of a starter pack for PC hardware news and reviews. Thanks for including me, @hardwareunboxed.bsky.social! go.bsky.app/FFRvorE
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Semiconductor News by Dylan Martin @dylanonchips.bsky.social · 11/08/2026
I am back from parental leave and ready to continue reporting on the hardware hellscape (heavenscape?).
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Semiconductor News by Dylan Martin @dylanonchips.bsky.social · 18/05/2026
After Intel nearly killed off the Omni-Path high-speed interconnect and spun it off into a new company years ago, a systems integration partner says the InfiniBand alternative is starting to take off with high-performance computing customers amid a renewed AI push. www.crn.com/news/network...
crn.com
Intel Almost Killed Off Omni-Path. Now A Partner Says The Tech Is Winning Against Nvidia.
After Intel nearly killed off the Omni-Path high-speed interconnect technology and spun it out into a new company called Cornelis Networks, one systems integrator said he’s starting to see traction fo...
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Semiconductor News by Dylan Martin @dylanonchips.bsky.social · 11/05/2026
Intel’s AI chip strategy is coming into shape around the idea of inference and agentic AI workloads powered by GPUs in tandem with other types of processors after years of struggles to gain a foothold in the Nvidia-dominated accelerator chip market. www.crn.com/news/compone...
crn.com
How Intel’s AI Chip Strategy Is Coming Into Shape After Years Of Struggles
Intel’s AI chip strategy is coming into shape around the idea of inference and agentic AI workloads powered by GPUs in tandem with other types of processors after years of struggles to gain a foothold...
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Semiconductor News by Dylan Martin @dylanonchips.bsky.social · 06/05/2026
AMD smashed its own expectations for first-quarter revenue in large part thanks to a 57 percent year-over-year increase in data center sales, which not only got a boost from its Instinct GPUs but also from its EPYC CPUs in the face of pent-up AI demand. www.crn.com/news/compone...
crn.com
AMD’s Fast Data Center Growth Extends To Enterprise Amid Big Channel Push
AMD smashed its own expectations for first-quarter revenue in large part thanks to a 57 percent year-over-year increase in data center sales, which not only got a boost from its Instinct GPUs but also...
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Techmeme @techmeme.com · 04/05/2026
Intel taps Alex Katouzian, an ex-Qualcomm EVP, to lead Client Computing & Physical AI group, and names Pushkar Ranade as CTO, after serving on an interim basis (Dylan Martin/CRN) Main Link | Techmeme Permalink
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Semiconductor News by Dylan Martin @dylanonchips.bsky.social · 04/05/2026
Intel said Monday that it has hired a top Qualcomm executive for a new position that will have him oversee the alignment of its long-running and critical PC business with the emerging field of physical AI. I got Lip-Bu Tan's internal memo on the move: www.crn.com/news/compone...
crn.com
Intel Taps Top Qualcomm Exec To Lead Client Computing, Physical AI Group
Intel said Monday that it has hired a top Qualcomm executive for a new position that will have him oversee the alignment of its long-running and critical PC business with the emerging field of physica...
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Semiconductor News by Dylan Martin @dylanonchips.bsky.social · 28/04/2026
As the AI data center boom continues to put a damper on hardware availability, an upstart rival to Nvidia in the networking space said it’s allocating supply for channel partners who are working on AI and high-performance computing projects. www.crn.com/news/network...
crn.com
Exclusive: Nvidia Networking Rival Cornelis Gives Channel Supply Reprieve For AI Buildout
As the AI data center boom continues to put a damper on hardware availability, an upstart rival to Nvidia in the networking space said it’s allocating supply for channel partners who are working on AI...
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Semiconductor News by Dylan Martin @dylanonchips.bsky.social · 24/04/2026
Intel achieved its blockbuster first quarter by selling pricier CPUs and raising prices in the face of pent-up demand from AI data centers and internal supply constraints. www.crn.com/news/compone...
crn.com
Intel Boosted Revenue By Selling Pricier CPUs, Raising Prices As Volumes Fell
Intel achieved its blockbuster first quarter by selling pricier CPUs and raising prices in the face of pent-up demand from AI data centers and internal supply constraints.
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Semiconductor News by Dylan Martin @dylanonchips.bsky.social · 24/04/2026
Intel achieved its blockbuster first quarter by selling pricier CPUs and raising prices in the face of pent-up demand from AI data centers and internal supply constraints. www.crn.com/news/compone...
crn.com
Intel Boosted Revenue By Selling Pricier CPUs, Raising Prices As Volumes Fell
Intel achieved its blockbuster first quarter by selling pricier CPUs and raising prices in the face of pent-up demand from AI data centers and internal supply constraints.
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Semiconductor News by Dylan Martin @dylanonchips.bsky.social · 24/04/2026
The head of Lenovo’s data center sales said the AI data center boom is straining supply of high-end server CPUs—even as Intel prioritizes production for such components. www.crn.com/news/data-ce...
crn.com
Lenovo Exec Sees AI Demand Straining High-End CPU Supply Amid Memory Crunch
The head of Lenovo’s data center sales said the AI data center boom is straining supply of high-end server CPUs—even as Intel prioritizes production for such components.
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Semiconductor News by Dylan Martin @dylanonchips.bsky.social · 24/04/2026
As Intel starts to reap the benefits of the AI data center boom, Lip-Bu Tan is crediting the major changes he made to the semiconductor giant in his first year as CEO for the “continued and steady progress” it has seen in that time. www.crn.com/news/compone...
crn.com
Intel CEO Lip-Bu Tan: ‘This Is A Fundamentally Different Company Today’
As Intel starts to reap the benefits of the AI data center boom, Lip-Bu Tan is crediting the major changes he made to the semiconductor giant in his first year as CEO for the “continued and steady pro...
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Semiconductor News by Dylan Martin @dylanonchips.bsky.social · 23/04/2026
Intel is finally starting to feel the benefits of the AI infrastructure boom, with the chipmaker reporting data center revenue growing 22 percent year over year in the first quarter. www.crn.com/news/compone...
crn.com
Intel’s Data Center Revenue Grows 22 Percent Amid Pent-Up AI Demand
Intel is finally starting to feel the benefits of the AI infrastructure boom, with the chipmaker reporting data center revenue growing 22 percent year over year in the first quarter.
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Semiconductor News by Dylan Martin @dylanonchips.bsky.social · 22/04/2026
INTERVIEW: The executive behind Arm’s push to sell its first silicon product into data centers said he sees a big opportunity to push its new AGI CPU for on-premises deployments with the thousands of customers who have embraced Arm in the cloud. www.crn.com/news/compone...
crn.com
Arm Exec: New AGI CPU Has Big On-Prem Potential—But Limited Channel Play For Now
The executive behind Arm’s push to sell its first silicon product into data centers told CRN that he sees a big opportunity to push its new AGI CPU for on-premises deployments but cautioned that he do...
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Semiconductor News by Dylan Martin @dylanonchips.bsky.social · 16/04/2026
Exclusive: As part of a deal with neocloud provider Nebius, U.S. distribution giant TD Synnex has reserved over 1,000 high-end Nvidia GPUs in the cloud to help solution providers overcome supply constraints and get their customers moving on AI projects. www.crn.com/news/ai/2026...
crn.com
Exclusive: TD Synnex Nabs Over 1,000 Nvidia GPUs For Channel In Nebius Cloud Deal
TD Synnex has reserved over 1,000 high-end Nvidia GPUs in the cloud to help solution providers overcome supply constraints and get their customers moving on AI projects.
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Semiconductor News by Dylan Martin @dylanonchips.bsky.social · 14/04/2026
Exclusive: Intel plans to disclose to staff the “scope and nature” of its involvement with Elon Musk’s ambitious “Terafab” chip manufacturing project in the “coming weeks,” according to a memo its CEO, Lip-Bu Tan, sent last week. www.crn.com/news/compone...
crn.com
Exclusive: Intel Tells Staff It Will Disclose Scope Of Work With Elon Musk In ‘Coming Weeks’
Intel plans to disclose to staff the “scope and nature” of its involvement with Elon Musk’s ambitious “Terafab” chip manufacturing project in the “coming weeks,” according to a memo its CEO, Lip-Bu Ta...
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Semiconductor News by Dylan Martin @dylanonchips.bsky.social · 02/04/2026
Intel CEO Lip-Bu Tan said that the company’s hiring of Zoom COO Aparna Bawa to serve as its chief legal and people officer is “central” to its transformation, according to a Thursday memo he sent to employees that was seen by CRN. www.crn.com/news/compone...
crn.com
Intel CEO: Hiring Zoom’s COO To Lead HR, Legal Affairs Is ‘Central’ To Our Transformation
Intel CEO Lip-Bu Tan said that the company’s hiring of Zoom COO Aparna Bawa to serve as its chief legal and people officer is ‘central’ to its transformation, according to a Thursday memo he sent to e...
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Semiconductor News by Dylan Martin @dylanonchips.bsky.social · 02/04/2026
My publication, CRN, has been closely covering the fallout of the memory shortage on IT resellers, who drive a huge volume of sales for OEMs. Most recently, Cisco channel partners say they are losing as much as 8 percent on margin for Cisco server sales due to the OEM ending deal registration.
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Semiconductor News by Dylan Martin @dylanonchips.bsky.social · 01/04/2026
The CEO of one of the world's largest distributors on how it shielded IT resellers from rising component costs: "We had anticipated memory price or the component price increases, and we built a good inventory... We basically helped our resellers navigate brutal price increases." But it won't last.
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Semiconductor News by Dylan Martin @dylanonchips.bsky.social · 01/04/2026
Intel said Wednesday that it will spend $14.2 billion to repurchase the minority interest held by a private equity firm in a joint venture related to its fabrication plant in Ireland. www.crn.com/news/compone...
crn.com
Intel Gives Bullish CPU Outlook With $14.2B Ireland Fab Deal
Intel said Wednesday that it will spend $14.2 billion to repurchase the minority interest held by a private equity firm in a joint venture related to its fabrication plant in Ireland.
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Semiconductor News by Dylan Martin @dylanonchips.bsky.social · 01/04/2026
it's just a lil' guy...
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Semiconductor News by Dylan Martin @dylanonchips.bsky.social · 01/04/2026
An AMD executive told me that he expects his company to "gain even more market share" due to Intel's self-admitted misstep in removing multithreading from the upcoming Xeon "Diamond Rapids" CPUs. "We’re going to take advantage of it," another said. www.crn.com/news/compone...
crn.com
AMD Exec: Intel’s Multithreading Misstep Will ‘Help Us Gain Even More Market Share’
While Intel plans to reintroduce multithreading after its expected absence in the upcoming Xeon “Diamond Rapids” CPUs, AMD executives told CRN that their company plans to “capitalize” on the rival’s s...
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Semiconductor News by Dylan Martin @dylanonchips.bsky.social · 26/03/2026
Tracy Kidder, the author of "The Soul of a New Machine," easily one of the best books about the computer industry, died on Tuesday. He has been an inspiration to me, and I'm glad I got to meet him once. www.nytimes.com/2026/03/25/b...
nytimes.com
Tracy Kidder, Author of ‘The Soul of a New Machine,’ Dies at 80
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Semiconductor News by Dylan Martin @dylanonchips.bsky.social · 25/03/2026
Intel executive David Feng confirmed to CRN this week that the company has raised CPU prices for OEMs in part because of the chipmaker’s ongoing supply constraints. www.crn.com/news/compone...
crn.com
Intel Exec Confirms CPU Price Increases For OEMs Amid Supply Crunch
Intel executive David Feng confirmed to CRN this week that the company has raised CPU prices for OEMs in part because of the chipmaker’s ongoing supply constraints.
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Semiconductor News by Dylan Martin @dylanonchips.bsky.social · 25/03/2026
Intel’s push to sell its new Core Ultra Series 3 “Panther Lake” chips for commercial PCs will help it regain share in the broader market segment, a company executive told CRN. "We believe we’re well positioned." Details on Panther Lake w/ vPro launch: www.crn.com/news/compone...
crn.com
Intel Exec: ‘Panther Lake’ Commercial PC Push Will Help Us Regain Market Share
Intel’s push to sell its new Core Ultra Series 3 “Panther Lake” chips for commercial PCs will help it regain share in the broader market segment, a company executive told CRN.
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Semiconductor News by Dylan Martin @dylanonchips.bsky.social · 17/03/2026
At Q&A during Nvidia's GTC event, Jensen Huang was asked if he has any red lines on what he thinks AI shouldn't be used for. He didn't identify any red lines, saying at one point, "I've got my own opinions, but in the final analysis, we need AI to do a lot of great things for us."
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Semiconductor News by Dylan Martin @dylanonchips.bsky.social · 17/03/2026
Nvidia’s Americas channel chief said this year’s award-winning channel partners stand out for embracing the company’s AI infrastructure technologies to help the many enterprises that are still trying to figure out how to best use AI. www.crn.com/news/ai/2026...
crn.com
Nvidia Exec: These Top Partners Are Aiding Enterprises ‘Still Struggling’ With AI
Nvidia’s Americas channel chief said this year’s award-winning channel partners stand out for embracing the company’s AI infrastructure technologies to help the many enterprises that are still trying ...
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Semiconductor News by Dylan Martin @dylanonchips.bsky.social · 16/03/2026
Nvidia said Monday that it’s adding one more processor to the six-chip Vera Rubin platform it has heralded as the next big leap in AI computing: the Groq language processing unit. It also revealed new Vera CPU, BlueField-4 and Spectrum-6 racks. www.crn.com/news/compone...
crn.com
Nvidia Puts Groq LPU, Vera CPU And Bluefield-4 DPU Into New Data Center Racks
Nvidia announced Monday at GTC 2026 that its new Groq-based inference server rack will be available alongside the Vera Rubin NVL72 rack, Vera CPU rack and BlueField-4 STX storage rack for high-perform...
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Techmeme @techmeme.com · 16/03/2026
Nvidia announces the Nvidia Groq 3 LPX, an inference server rack featuring 256 Groq 3 LPUs and 128GB of on-chip SRAM, available in H2 2026 (Dylan Martin/CRN) Main Link | Techmeme Permalink
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Semiconductor News by Dylan Martin @dylanonchips.bsky.social · 16/03/2026
Nvidia plans to use Intel’s Xeon 6 chips as the host CPU for the AI infrastructure giant’s upcoming DGX Rubin NVL8 systems as it makes a bigger push into the CPU market. www.crn.com/news/compone...
crn.com
Nvidia To Use Intel Xeon 6 CPUs For DGX Rubin NVL8 Systems
Nvidia plans to use Intel’s Xeon 6 chips as the host CPU for the AI infrastructure giant’s upcoming DGX Rubin NVL8 systems as it makes a bigger push into the CPU market.
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Semiconductor News by Dylan Martin @dylanonchips.bsky.social · 16/03/2026
Analysis: Nvidia’s push to provide the essential components and systems for AI infrastructure received a major validation point last month when the company revealed that its annual networking revenue surpassed that of Cisco’s. www.crn.com/news/network...
crn.com
Analysis: Nvidia’s AI Dominance Expands To Networking As It Makes Bigger CPU Push
CRN explains how Nvidia has expanded its AI dominance to networking as it plans to make a bigger push with CPUs and evolve its approach to accelerated computing with the recent Groq deal.
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