I'm upgrading Broadcom Inc. stock to “Strong Buy” with a fair value of $240 per share due to its custom AI chip technology and recent stock price surge. Broadcom's custom silicon revenue growth is ...

Marvell Technology Inc (NASDAQ: MRVL) confirmed that the multi-generational XPU programs of its major customers, Amazon.com Inc (NASDAQ: AMZN) and Microsoft Corp (NASDAQ: MSFT), remain on track to ...

RenderMan 27.2 is an incremental update focused on expanding USD and XPU coverage, aligning behaviour between rendering modes, and correcting shading, geometry and lighting edge cases. There are no ...

Quite simply, it’s because Intel’s Panther Lake platform is built around a much beefier integrated GPU and a software stack that leans hard into AI-assisted rendering. According to initial ...

When it arrived in January 2023, Ponte Vecchio was the most ambitious data center GPU Intel had ever developed. Despite its relative infancy, prodigious size, and power, a new report states that Intel ...

Last week, it was reported that Intel had begun the "sunsetting" process for its mammoth data center GPU Ponte Vecchio. The successor to that product, code-named Falcon Shores, will arrive in 2025, ...