Microsoft: Security And Silicon Set The Stage For Cloud Margin Recovery
By Michael Del Monte Publication Date: 2026-10-23 20:00:00 Microsoft is a Strong Buy with $765 price target, reflecting a 20.20x…
Tag: Silicon
Same Playbook, Different Silicon: Broadcom Holds the Throne, Marvell Plays the AMD Challenger.
By Alex Sirois Publication Date: 2026-10-23 12:45:00 Broadcom and Marvell both crushed AI estimates and raised guidance, but they are…
Perplexity Computer Runs Fully Local on Apple Silicon Macs
By http://www.facebook.com/imhassan Publication Date: 2026-10-20 16:00:00 Perplexity Computer can now run entirely on a Mac with Apple silicon. The AI…
![NVIDIA RTX Spark Launch vs Apple Silicon [2026]](https://i2.wp.com/tech-insider.org/wp-content/uploads/2026/10/nvidia-rtx-spark-launch-apple-silicon-2026-gen.webp?ssl=1 "NVIDIA RTX Spark Launch vs Apple Silicon [2026]")
NVIDIA RTX Spark Launch vs Apple Silicon [2026]
By Nadia Dubois Publication Date: 2026-10-21 20:37:00 NVIDIA RTX Spark machines went on sale on October 16, 2026, and the…
DeepSeek Open-Sourced the Engine That Runs Its Models – on Nvidia and Huawei Silicon Alike
By Lena Park Publication Date: 2026-10-20 20:02:00 Analysis A frontier lab just gave away the engine that runs its own…
Ericsson CEO champions his silicon over Nvidia chips in RAN
By Light Reading Publication Date: 2026-10-20 07:30:00 Ever since Nokia struck its $1 billion pact with Nvidia around this time…
Broadcom Vs. Marvell: Custom Silicon is Going to Get White Hot
By Alex Sirois Publication Date: 2026-10-19 12:45:00 Broadcom and Marvell both reported blowout AI numbers this summer, but they are…
Microsoft’s Maia 300 swaps raw compute for a 2.5x memory bandwidth gain as it moves to make in-house silicon its main AI engine while claiming a 40% efficiency bump — could going the Google route be the pin that pops the Nvidia AI bubble?
By Rahim Amir Publication Date: 2026-10-17 19:20:00 Microsoft will make Maia its main inference engine at multi-gigawatt scale, following Google…
Cisco Silicon One G302: 51.2 Tbit/s for AI Networks
By Karsten Rabeneck-Ketme Publication Date: 2026-10-15 04:00:00 Please disable ad and tracking blockers completely on this site, as they also…
Cisco to expand silicon design team in India, says CEO Chuck Robbins
By PTI Publication Date: 2026-10-14 10:59:00 FILE PHOTO: Cisco Chairman and CEO Chuck Robbins said India remains a strategic market…