A leading Wall Street analyst on Monday called AMD’s new multibillion-dollar Instinct GPU deal with OpenAI a “major validation moment” and said the agreement should throw out “any lingering fears around” the chip designer. www.crn.com/news/compone...

AMD CEO Lisa Su called the six-gigawatt OpenAI deal “a major inflection point for us” in a Monday webcast and said it will generate “tens of billions of dollars" over the coming years after the Instinct GPU deployment begins in late 2026. www.crn.com/news/compone...

With Intel recently striking a deal with Nvidia to co-develop products for PCs and data centers, an AMD executive told CRN that his company is “very confident” about its ability to compete with the two rivals and pointed to one new product as an example. www.crn.com/news/compone...

I rounded up 13 major Intel executive hires, departures and other moves that happened under Lip-Bu Tan in his first six months as CEO. There have been lots of changes, but the executive team still has a few holdovers from the Gelsinger era. www.crn.com/news/compone...

Analysis: When Qualcomm revealed its upcoming Snapdragon X2 Elite processors for Windows computers last week, the company made its biggest signal yet that it’s coming for Intel and AMD in the commercial PC market—a big moment it’s been preparing the channel for. www.crn.com/news/compone...

I've been thinking about how the Trump administration turned previously allocated federal grants into a 9.9 equity stake in Intel after demanding for its CEO to resign, then sent the National Guard to the U.S. metro area with the largest concentration of Intel employees. Normal investor behavior.

The leader of Qualcomm’s global enterprise and channel sales is leaving the chip designer this month after helping rapidly grow the partner program for its Snapdragon X Series processors to a roster of more than 150 companies. www.crn.com/news/compone...

I snuck a lil' scoop inside my article: "Outside of Jaguar Shores, the company has an additional, unannounced GPU design with a lower power requirement for servers on its road map that could arrive next year at some point, according to a source familiar with the company’s plan."

While the Nvidia/Intel deal seems to be a win-win, Nvidia might be doing more of the winning Deal Creates x86 Option For Nvidia Rack-Scale Platforms Intel Opens Big, New PC Market For Nvidia www.crn.com/news/compone... #AI @dylanonchips.bsky.social

Analysis: While the Intel-Nvidia deal will help drive CPU sales for Intel, the agreement will nevertheless keep the CPU in the back seat as the GPU drives greater interest and benefit for Nvidia—a point that Jensen Huang emphasized last Thursday. www.crn.com/news/compone...

AMD said Wednesday that enterprise AI startup Cohere will expand use of the chip designer’s Instinct GPUs as part of a new agreement. www.crn.com/news/ai/2025...

Nvidia CEO Jensen Huang said Thursday that the company’s new deal with Intel will allow the two firms to create a “new class of integrated graphics laptops,” representing what he called an “underserved” market that is “largely unaddressed by Nvidia today.” www.crn.com/news/compone...

Intel’s stock price skyrocketed in pre-market trading Thursday after announcing a groundbreaking deal in the morning with Nvidia, which plans to invest $5 billion in Intel common stock and jointly develop “multiple generations” of products with the chipmaker. www.crn.com/news/compone...

The executive who leads Intel’s business with the U.S. government said Tuesday that he has “made the difficult decision” to leave the chipmaker, effective Oct. 1. www.crn.com/news/compone...

I recently joined my colleague and The Channel Angle host Cass Cooper to talk about the state of Intel and recent changes to its partner program. And this was recorded before Trump demanded Lip-Bu Tan to resign and then got a U.S. equity deal out of it. www.crn.com/news/channel...

With Intel’s majority stake sale of its Altera programmable chip business to private equity firm Silver Lake completed last Friday, the CEO of the freshly spun-off company said he sees “huge opportunity” to take FPGA market share from AMD. www.crn.com/news/compone...

Exclusive: Intel is losing its second Xeon CPU chief architect this year as CEO Lip-Bu Tan pushes for changes to revitalize its data center business, CRN has learned. www.crn.com/news/compone...

FEATURE: Nvidia’s Americas channel chief told CRN that the AI infrastructure giant’s new brand of GPU-accelerated RTX Pro servers represents the “largest scale-out opportunity” the company has seen in the nearly 10 years that he’s been working there. www.crn.com/news/data-ce...

Nvidia Tuesday revealed an alternative version of its upcoming Vera Rubin NVL144 computing platform that will significantly increase the number of computer chips with a “new class of GPU” designed to speed up complex AI applications. www.crn.com/news/compone...

Intel shuffles its leadership team - taps Arm executive Kevork Kechichian to lead its Data Center Group while longtime executive Michelle Johnston Holthaus, most recently CEO of Intel Products, is set to depart. www.crn.com/news/compone... #HPC @dylanonchips.bsky.social

Intel said Monday that it has appointed two-year Arm executive Kevork Kechichian as the new leader of its Data Center Group among other executive changes, including the departure of longtime executive Michelle Johnston Holthaus. www.crn.com/news/compone...

Nvidia CEO Jensen Huang said that he sees “significant growth opportunities ahead” that could allow the company to seize a “large part” of an AI infrastructure market it forecasts to reach up to $4 trillion by the end of the decade. www.crn.com/news/ai/2025...

In the first appearance of a top Intel executive since its U.S. equity stake deal was announced last week, Intel's CFO discussed the implications of the "historic" agreement with the Trump administration, its CPU road map and its recent foundry warning. www.crn.com/news/compone...

AMD said it has boosted partner funding by more than 40 percent this year as it works to nearly double its channel staff and grow its global partner coverage by roughly 20 percent in its move to build a “true channel program” that is competitive on many fronts. www.crn.com/news/compone...

After President Trump said on Friday that the U.S. government is taking a 10 percent equity stake in Intel, the semiconductor giant confirmed the deal later in the day with key details and then outlined a variety of risks associated with the move on Monday. Details: www.crn.com/news/compone...

Nvidia said Monday that its newly launched Blackwell-based Jetson AGX Thor edge compute modules can provide up to 7.5 times greater AI computing performance and as much as 3.5 times greater energy efficiency than its last-generation Jetson Orin products. www.crn.com/news/compone...

“He walked in wanting to keep his job, and he ended up giving $10 billion to the United States. So we picked up $10 billion. And we do a lot of deals like that. I’ll do more of them,” Trump said of Intel CEO Lip-Bu Tan.

President Trump on Friday said that Intel has agreed to give the U.S. government a 10 percent stake valued at roughly $10 billion in the troubled semiconductor giant. www.crn.com/news/compone...

Nvidia said Friday that its newly revealed Spectrum-XGS Ethernet technology uses network optimization algorithms to allow multiple data centers in different locations to operate as a “single AI super-factory.” www.crn.com/news/ai/2025...

1. Trump demands Intel's CEO to resign 2. Trump cools down rhetoric after meeting with CEO 3. Meeting reportedly involves discussion of U.S. government taking stake in Intel 4. Bloomberg reports that stake could be 10 percent from some or all of Intel's nearly $11 billion in Biden-era federal grants

The Trump administration is reportedly looking to change the terms of Intel’s U.S. CHIPS and Science Act funding agreement by turning some or all of its nearly $11 billion in federal grants into a roughly 10% stake in the beleaguered semiconductor giant. www.crn.com/news/compone...

Intel and the Trump administration are reportedly discussing the possibility of the U.S. government taking a stake in the semiconductor giant to boost domestic manufacturing. www.crn.com/news/compone...

Intel said it’s increasing investments in partners in the second half of the year to give them “more value” and “more benefits” as part of a “simplified” Intel Partner Alliance program the semiconductor giant plans to launch this October. www.crn.com/news/compone...

Intel CEO Lip-Bu Tan appears to have won President Donald Trump over after the two met Monday amid calls by the president for Tan to resign. www.crn.com/news/ai/2025...

I wrote a feature about AI chip startups like Axelera AI, SiMa.ai and NeuReality that are seeking to grow their businesses by working with channel partners. But, as it goes with any startup, there is some risk involved for the channel. www.crn.com/news/compone...

"We haven't ever had the president of the United States decide that he could supplant the board of directors and handle top-level staffing and governance issues of a private enterprise on his own," a CEO leadership expert told me in response to Trump's resignation demand. www.crn.com/news/compone...

I wrote more about the letter Sen. Tom Cotton sent to Intel's chairman a few days ago, which was seemingly the impetus for President Trump demanding the resignation of Intel CEO Lip-Bu. I also wrote about the Secure Enclave program Intel is a part of. www.crn.com/news/compone...

I talked about the unprecedented move of President Trump asking Intel's CEO to resign for the latest CRN In Depth segment: www.youtube.com/watch?v=AxPx...

President Donald Trump on Thursday called for Intel CEO Lip-Bu Tan to resign “immediately,” claiming that the U.S. semiconductor leader is “highly conflicted.” www.crn.com/news/compone...

AMD CEO Lisa Su said Tuesday that a “significant uptick” in sales of Dell Technologies PCs using its Ryzen processors helped fuel a 25 percent year-over-year increase in client chip sales to OEMs for commercial purposes. www.crn.com/news/compone...

The number of Intel layoffs in California may have been overstated by several hundred in its public WARN listings. Instead of the number being closer to 2,000, as some outlets reported, it is actually 1,351, based on a reconciliation of notices the state performed for me.

Is Intel Foundry doomed? Despite the warning about its future, Lip-Bu Tan made clear he is not giving up without a fight and said he is confident that the company can prevail. This is one takeaway among several others from last week's earnings: www.crn.com/news/compone...

A top AMD PC executive recently told me that the chip designer is exploring the potential for a discrete neural processing unit that could serve as an alternative to stand-alone GPUs in PCs: "It’s not hard to imagine we can get there pretty quickly." www.crn.com/news/compone...

Intel plans to spin off its Network and Edge Group into a standalone company and says it will seek outside investment for the business unit (Dylan Martin/CRN) Main Link | Techmeme Permalink

Exclusive: Intel Thursday revealed its plan to spin off its Network and Edge Group in a memo addressed to customers and said it will seek outside investment for the business unit. The company just confirmed the move to me. www.crn.com/news/network...

Advanced chip manufacturing in the U.S. is on thin ice.

Intel said the future of its contract chip manufacturing business and its willingness to invest in advanced chip-making technologies will hinge on the semiconductor giant landing a “significant external customer” for its upcoming Intel 14A process. www.crn.com/news/compone...

Correction: This would amount to nearly a quarter of its employees leaving in a matter of 12 months. Intel's core workforce stood at 99,500 as of last December.

Intel said Thursday that it “plans to end the year with a core workforce of about 75,000 employees” due to layoffs and attrition, which would amount to nearly a third of its workers leaving in a matter of 12 months. www.crn.com/news/compone...

Clorox Tuesday filed a lawsuit alleging a service desk run by Cognizant allowed a hacker to enter Clorox’s network by providing credentials over the phone without authenticating the caller. Cognizant in turn blamed Clorox for lax security. Details @crndotcom.bsky.social tinyurl.com/2s4a2vhs