Tag Directory / GPU     showing 1–5 of 5   RSS

for: Tuesday, February 03, 2026



CNBC: "Intel is moving into GPUs and has hired a chief [GPU] architect, CEO Lip-Bu Tan says"

/u/Dakhil / reddit - submitted by /u/Dakhil [link] [comments]

#ai #hardware #semiconductors #nvidia #gpu #genai #business #datacenter #jobs #intel

Intel will start making GPUs

4 wks / ycombinator

Intel chief says the company is going to make GPUs at scale

4 wks / digitaltrends

Intel Confirms GPU Chief Architect Hire to Challenge Nvidia

4 wks / winbuzzer / Markus Kasanmascheff

Intel CEO Tan announces GPUs to rival Nvidia

4 wks / dataconomy / Kerem Gülen

Intel Shows No Signs of Leaving the GPU Business, as CEO Lip-Bu Tan Reiterates Commitment, Saying Future Lineups Will Be Built Internally

4 wks / wccftech / Muhammad Zuhair

CNBC: "Intel is moving into GPUs and has hired a chief [GPU] architect, CEO Lip-Bu Tan says"

4 wks / reddit / /u/Dakhil

Intel is moving into GPUs and has hired a chief architect, CEO Lip-Bu Tan says

4 wks / cnbc

Intel (INTC) Stock Jumps as Chipmaker Takes Aim at Nvidia’s GPU Dominance

4 wks / parameter / Trader Edge

(JustJosh, B390 benchmark in 10 games) Intel’s New Integrated GPU vs 10 Popular Games (Shockingly Playable)

4 wks / reddit / /u/Chairman_Daniel

Back to Top / Tuesday, February 3, 2026, 8:21 pm / permalink 18725 / 9 stories in 4 wks


(PR) AMD Reports Record Q4 $10.3 Billion Revenue, FY 2025 Reaches $34.6 Billion

techpowerup - AMD (NASDAQ:AMD) today announced financial results for the fourth quarter and full year of 2025. Fourth quarter revenue was a record $10.3 billion, gross margin was 54%, operating income was $1.8 billion, net income was $1.5 billion and diluted earnings p…

#semiconductors #chips #gpu #stockmarket #earnings #business #cpus #amd #technology

AMD reports record 2025 revenues, driven by strong demand for Epyc and Ryzen CPUs

4 wks / techspot

AMD's Lisa Su addresses guidance concerns, says demand still accelerating for advanced chips

4 wks / cnbc

AMD is down 9% after reporting earnings. Here's why

4 wks / cnbc

AMD Confirms Steam Machine in Early 2026, Xbox SoC Powered by RDNA 5 in 2027

4 wks / techpowerup

Too much AI for some, too little for others: Why AMD can't win with investors

4 wks / theregister / Tobias Mann

AMD Reports Fourth Quarter and Full Year 2025 Financial Results

4 wks / reddit / /u/996forever

AMD beats expectations but guidance fails to excite investors and stock falls

4 wks / siliconangle / Mike Wheatley

(PR) AMD Reports Record Q4 $10.3 Billion Revenue, FY 2025 Reaches $34.6 Billion

4 wks / techpowerup

AMD Revenues Up 34 Percent to $10.3 Billion

4 wks / thurrott / Paul Thurrott

Back to Top / Tuesday, February 3, 2026, 7:21 pm / permalink 18724 / 9 stories in 4 wks


AMD’s Semi-Custom SoC That’ll Power the Next-Gen Xbox is “Progressing Well to Support a Launch in 2027,” Says AMD CEO

David Carcasole / wccftech - The next-gen Xbox console from Microsoft, which we know will be powered by a semi-custom SoC currently in development from AMD, is "progressing well to support a launch in 2027," said AMD's chief executive officer, Dr. Lisa Siu, during the company's 2025 …

#hardware #gaming #semiconductors #chips #microsoft #gpu #cpus #amd #xbox #videogames

Microsoft’s Next-Gen Xbox May Launch in 2027, Says AMD

4 wks / thurrott / Laurent Giret

AMD CEO Suggests Next Xbox Console May Launch in 2027

4 wks / iphoneincanada / Steve Vegvari

AMD chief hints a new Xbox console might land in 2027

4 wks / digitaltrends

AMD Hints the Next-Gen Xbox Console Could Launch Next Year

4 wks / slashdot / msmash

Lisa Su: Next-gen Xbox targeting 2027 launch with AMD silicon

4 wks / dataconomy / Kerem Gülen

AMD suggests the next-gen Xbox will arrive in 2027

4 wks / engadget / Mariella Moon

AMD’s Semi-Custom SoC That’ll Power the Next-Gen Xbox is “Progressing Well to Support a Launch in 2027,” Says AMD CEO

4 wks / wccftech / David Carcasole

Tom's Hardware: "AMD reveals next-gen Xbox could launch in 2027 — CEO says semi-custom SoC ready to 'support launch in 2027'"

4 wks / reddit / /u/Dakhil

AMD hints Microsoft could launch its next-gen Xbox in 2027

4 wks / theverge / Tom Warren

AMD reveals next-gen Xbox could launch in 2027 — CEO says semi-custom SoC ready to 'support launch in 2027'

4 wks / tomshardware

Back to Top / Tuesday, February 3, 2026, 7:20 pm / permalink 18723 / 10 stories in 4 wks


AMD Radeon AIBs to Prioritize 8 GB GPU SKUs and Push 10% Price Hike

techpowerup - According to Chinese Board Channels, a reliable source of GPU news, AMD's add-in board (AIB) partners are preparing for another round of GPU price increases. They also seem to be shifting their product focus toward 8 GB Radeon models. After distributors i…

#hardware #gaming #semiconductors #chips #gpu #business #supplychain #amd #manufacturing #technology

AMD graphics cards could face another price hike and a bigger push for 8GB GPU sales

4 wks / techspot

AMD Radeon RX 9000 GPUs begin to appear in the Steam Hardware Survey at last — RX 9070 arrives with paltry 0.16% market share, less than the GeForce GT 730

4 wks / reddit / /u/BarKnight

AMD board partners said to plan 5–10% Radeon price rise while prioritizing 8GB models

4 wks / reddit / /u/Hero_Sharma

AMD Radeon AIBs to Prioritize 8 GB GPU SKUs and Push 10% Price Hike

4 wks / techpowerup

AMD Is Rumoredly Prioritizing 8 GB GPUs While Its Board Partners Are Expected To Implement Another Price Hike

4 wks / wccftech / Sarfraz Khan

AMD Radeon GPUs may soon put a deeper dent in your wallet

4 wks / digitaltrends

Back to Top / Tuesday, February 3, 2026, 12:22 pm / permalink 18713 / 6 stories in 4 wks


The NVIDIA-OpenAI Fiasco Isn’t About Compute, It’s About Control; Here’s How One of the World’s Biggest AI Partnerships Is Playing Out

Muhammad Zuhair / wccftech - NVIDIA and OpenAI are all that's being talked about in the AI world, not because there have been changes in their commitments, but because the scale of the partnership is so immense that it captures all the market spotlight. Before we dive into the ongoin…


Mega Deal Uncertainty and Tensions

Nvidia's $100 billion OpenAI deal has seemingly vanished

4 wks / reddit / /u/Midnight_M_

Nvidia poised to invest $20 billion in OpenAI, per report

4 wks / sherwood / Luke Kawa

Still sort of strange since they told everyone that they were planning on investing “up to” $100B in OpenAI’s $100B funding from NVIDIA. [contains quote post or other embedded content]

4 wks / bsky / @mgsiegler.com

Nvidia's $100 billion OpenAI deal has seemingly vanished

4 wks / arstechnica / Benj Edwards

Nvidia, OpenAI appear stalled on their mega deal. But the AI giants still need each other

4 wks / cnbc

All the Messy Drama Between OpenAI and Nvidia, Explained

4 wks / gizmodo / Ece Yildirim

Nvidia slumps to fresh lows after Jensen Huang affirms plans to invest in OpenAI

4 wks / sherwood / Luke Kawa

Love a good old "nothing to see here, why do you ask?" situation... https://spyglass.org/nvidia-openai-100-billion-deal/

4 wks / bsky / @mgsiegler.com

The NVIDIA-OpenAI Fiasco Isn’t About Compute, It’s About Control; Here’s How One of the World’s Biggest AI Partnerships Is Playing Out

4 wks / wccftech / Muhammad Zuhair


Officials Defend Partnership Amid Rumors

CNBC Daily Open: UBS posts strong earnings while Novo Nordisk's U.S. shares crater on slowing growth

4 wks / cnbc

Jensen Huang interview with Jim Cramer is one of the funniest things I’ve ever heard. Huang is gushing about OpenAI, constantly dodging the $100bn question, talking about how he loves them and there’s no drama, which he says twice, the last time to end th

4 wks / bsky / @edzitron.com

CNBC Daily Open: Nvidia denies rift with OpenAI, while software and asset management stocks plunge

4 wks / cnbc

Nvidia's Jensen Huang denies OpenAI deal rumors: 'There’s no drama'

4 wks / cnbc

OpenAI Denies Report of Dissatisfaction With Nvidia AI Chips

4 wks / pymnts / PYMNTS


Racing for Faster Chips

Exclusive: Positron raises $230M Series B to take on Nvidia’s AI chips

4 wks / techcrunch / Rebecca Bellan

Nvidia (NVDA) Stock: OpenAI Seeks Alternative Chip Suppliers as Investment Deal Stalls

4 wks / parameter / Trader Edge

OpenAI's dissatisfaction with Nvidia chips sparked Cerebras deal

4 wks / the-decoder / Maximilian Schreiner

OpenAI seeks faster alternatives to Nvidia chips

4 wks / techzine / Berry Zwets


Supply Chain and Geopolitical Challenges

Nvidia AI chip sales to China stalled by US security review

4 wks / ft

Exclusive: NVIDIA Urges Samsung to Expedite HBM4 Amid AI Chip Race

4 wks / reddit / /u/raill_down

SK Hynix achieves major breakthrough in HBM4 quality tests, eyes stable supply for Nvidia Rubin

4 wks / reddit / /u/raill_down


All Other Stories

Image post - please click to view at origin

4 wks / bsky / @arstechnica.com / arstechnica.com

All the Messy Drama Between OpenAI and Nvidia, Explained

4 wks / bsky / @gizmodo.com / gizmodo.com

Back to Top / Tuesday, February 3, 2026, 12:22 pm / permalink 18712 / 23 stories in 4 wks


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GPU Heatmap

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U.S. prepares strict export controls on AI accelerators, curbing foreign sales

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Pentagon labels Anthropic a supply‑chain risk; company vows legal fight

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Oracle and OpenAI scrap Texas data-center expansion; Meta eyes the spare capacity

Oracle and OpenAI have abandoned plans to expand a flagship Texas data center, leaving substantial compute capacity up for grabs. Nvidia reportedly brokered interest from Meta to take the unused slots as OpenAI downscales that particular buildout, a move that rattled markets and highlights shifting demand for large-scale on-prem AI infrastructure. More...


SoftBank seeks massive $40B loan to back OpenAI investment, courting big risk

SoftBank is reportedly seeking up to a $40 billion loan to finance its planned stake in OpenAI, an audacious use of leverage to double down on the AI boom. The move would be one of the largest single‑company financing gambits in recent memory, raising questions about balance‑sheet strain versus potential upside. More...


Google releases Workspace CLI enabling AI agents to access Gmail, Drive, Calendar

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