AMD continues to chip away at Intel’s X86 market share — company now sells over 25% of all x86 chips and powers 33% of all desktop systems
Intel posts return to growth and profitability in Q3 2025, but significant challenges remain
Markets
Tiny386 emulator turns tiny microcontroller into a full i386 PC — tiny virtual machine can boot Windows 95 and Linux on ESP32-S3 chip
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[Daily Due Diligence] NVDA NVDA
[Daily Due Diligence] NVDA NVDA Why this is trending Fall Into Gaming With 20+ Titles Joining GeForce NOW in November NVDA NVDA is in focus today. This note reviews sentiment, catalysts, and near term risk factors tied to the latest coverage. Near term perspective Our base case expects two way trade until the next catalyst … Read more
Into the Omniverse: Open World Foundation Models Generate Synthetic Worlds for Physical AI Development
Leading robotics and AI companies are already using these technologies to accelerate physical AI development.
Google strikes massive deal to buy 1.5 terawatt hours of Ohio solar capacity — 15-year deal will see most of 50 megawatt solar farm’s capacity diverted to data
There may not be capacity left over for local communities or other businesses to benefit.
Memory makers have no plans to increase RAM production despite crushing memory shortages — ‘modest’ 2026 increase predicted as DRAM makers hedge their AI bets
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Tape keeps kicking, ‘breakthrough’ 40TB native spec announced — LTO-10 tapes claim up to 100TB compressed data capacity, hold 2.2X more data than previous spec
LTO-10 40TB tape cartridges will work with equipment currently using LTO-10 30TB media. The new carts ship in Q1 2026.
Framework Laptop 16 (RTX 5070) review: Yes, you can upgrade the GPU
Framework is touting a second-generation webcam with an upgraded image sensor. The 1080p webcam, which records at 30 frames per second, is fine but not mind-blowing, particularly at this price.
Fueling Economic Development Across the US: How NVIDIA Is Empowering States, Municipalities and Universities to Drive Innovation
To democratize access to AI technology nationwide, AI education and deployment can’t be limited to a few urban tech hubs — it must reach every community, university and state.
Sony announces 240 Hz PlayStation gaming monitor — QHD monitor features built-in DualSense charging hook and VRR support for PS5
Chinese eSports firm worked with AMD on 1,000 Hz gaming monitor primed for 2026 debut
