I am back from parental leave and ready to continue reporting on the hardware hellscape (heavenscape?).

After Intel nearly killed off the Omni-Path high-speed interconnect and spun it off into a new company years ago, a systems integration partner says the InfiniBand alternative is starting to take off with high-performance computing customers amid a renewed AI push. www.crn.com/news/network...

Intel Almost Killed Off Omni-Path. Now A Partner Says The Tech Is Winning Against Nvidia.

After Intel nearly killed off the Omni-Path high-speed interconnect technology and spun it out into a new company called Cornelis Networks, one systems integrator said he’s starting to see traction fo...

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Intel’s AI chip strategy is coming into shape around the idea of inference and agentic AI workloads powered by GPUs in tandem with other types of processors after years of struggles to gain a foothold in the Nvidia-dominated accelerator chip market. www.crn.com/news/compone...

How Intel’s AI Chip Strategy Is Coming Into Shape After Years Of Struggles

Intel’s AI chip strategy is coming into shape around the idea of inference and agentic AI workloads powered by GPUs in tandem with other types of processors after years of struggles to gain a foothold...

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AMD smashed its own expectations for first-quarter revenue in large part thanks to a 57 percent year-over-year increase in data center sales, which not only got a boost from its Instinct GPUs but also from its EPYC CPUs in the face of pent-up AI demand. www.crn.com/news/compone...

AMD’s Fast Data Center Growth Extends To Enterprise Amid Big Channel Push

AMD smashed its own expectations for first-quarter revenue in large part thanks to a 57 percent year-over-year increase in data center sales, which not only got a boost from its Instinct GPUs but also...

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Intel taps Alex Katouzian, an ex-Qualcomm EVP, to lead Client Computing & Physical AI group, and names Pushkar Ranade as CTO, after serving on an interim basis (Dylan Martin/CRN) Main Link | Techmeme Permalink

Intel said Monday that it has hired a top Qualcomm executive for a new position that will have him oversee the alignment of its long-running and critical PC business with the emerging field of physical AI. I got Lip-Bu Tan's internal memo on the move: www.crn.com/news/compone...

Intel Taps Top Qualcomm Exec To Lead Client Computing, Physical AI Group

Intel said Monday that it has hired a top Qualcomm executive for a new position that will have him oversee the alignment of its long-running and critical PC business with the emerging field of physica...

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As the AI data center boom continues to put a damper on hardware availability, an upstart rival to Nvidia in the networking space said it’s allocating supply for channel partners who are working on AI and high-performance computing projects. www.crn.com/news/network...

Exclusive: Nvidia Networking Rival Cornelis Gives Channel Supply Reprieve For AI Buildout

As the AI data center boom continues to put a damper on hardware availability, an upstart rival to Nvidia in the networking space said it’s allocating supply for channel partners who are working on AI...

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Intel achieved its blockbuster first quarter by selling pricier CPUs and raising prices in the face of pent-up demand from AI data centers and internal supply constraints. www.crn.com/news/compone...

Intel Boosted Revenue By Selling Pricier CPUs, Raising Prices As Volumes Fell

Intel achieved its blockbuster first quarter by selling pricier CPUs and raising prices in the face of pent-up demand from AI data centers and internal supply constraints.

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Intel achieved its blockbuster first quarter by selling pricier CPUs and raising prices in the face of pent-up demand from AI data centers and internal supply constraints. www.crn.com/news/compone...

Intel Boosted Revenue By Selling Pricier CPUs, Raising Prices As Volumes Fell

Intel achieved its blockbuster first quarter by selling pricier CPUs and raising prices in the face of pent-up demand from AI data centers and internal supply constraints.

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The head of Lenovo’s data center sales said the AI data center boom is straining supply of high-end server CPUs—even as Intel prioritizes production for such components. www.crn.com/news/data-ce...

Lenovo Exec Sees AI Demand Straining High-End CPU Supply Amid Memory Crunch

The head of Lenovo’s data center sales said the AI data center boom is straining supply of high-end server CPUs—even as Intel prioritizes production for such components.

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As Intel starts to reap the benefits of the AI data center boom, Lip-Bu Tan is crediting the major changes he made to the semiconductor giant in his first year as CEO for the “continued and steady progress” it has seen in that time. www.crn.com/news/compone...

Intel CEO Lip-Bu Tan: ‘This Is A Fundamentally Different Company Today’

As Intel starts to reap the benefits of the AI data center boom, Lip-Bu Tan is crediting the major changes he made to the semiconductor giant in his first year as CEO for the “continued and steady pro...

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Intel is finally starting to feel the benefits of the AI infrastructure boom, with the chipmaker reporting data center revenue growing 22 percent year over year in the first quarter. www.crn.com/news/compone...

Intel’s Data Center Revenue Grows 22 Percent Amid Pent-Up AI Demand

Intel is finally starting to feel the benefits of the AI infrastructure boom, with the chipmaker reporting data center revenue growing 22 percent year over year in the first quarter.

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INTERVIEW: The executive behind Arm’s push to sell its first silicon product into data centers said he sees a big opportunity to push its new AGI CPU for on-premises deployments with the thousands of customers who have embraced Arm in the cloud. www.crn.com/news/compone...

Arm Exec: New AGI CPU Has Big On-Prem Potential—But Limited Channel Play For Now

The executive behind Arm’s push to sell its first silicon product into data centers told CRN that he sees a big opportunity to push its new AGI CPU for on-premises deployments but cautioned that he do...

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Exclusive: As part of a deal with neocloud provider Nebius, U.S. distribution giant TD Synnex has reserved over 1,000 high-end Nvidia GPUs in the cloud to help solution providers overcome supply constraints and get their customers moving on AI projects. www.crn.com/news/ai/2026...

Exclusive: TD Synnex Nabs Over 1,000 Nvidia GPUs For Channel In Nebius Cloud Deal

TD Synnex has reserved over 1,000 high-end Nvidia GPUs in the cloud to help solution providers overcome supply constraints and get their customers moving on AI projects.

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Exclusive: Intel plans to disclose to staff the “scope and nature” of its involvement with Elon Musk’s ambitious “Terafab” chip manufacturing project in the “coming weeks,” according to a memo its CEO, Lip-Bu Tan, sent last week. www.crn.com/news/compone...

Exclusive: Intel Tells Staff It Will Disclose Scope Of Work With Elon Musk In ‘Coming Weeks’

Intel plans to disclose to staff the “scope and nature” of its involvement with Elon Musk’s ambitious “Terafab” chip manufacturing project in the “coming weeks,” according to a memo its CEO, Lip-Bu Ta...

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Intel CEO Lip-Bu Tan said that the company’s hiring of Zoom COO Aparna Bawa to serve as its chief legal and people officer is “central” to its transformation, according to a Thursday memo he sent to employees that was seen by CRN. www.crn.com/news/compone...

Intel CEO: Hiring Zoom’s COO To Lead HR, Legal Affairs Is ‘Central’ To Our Transformation

Intel CEO Lip-Bu Tan said that the company’s hiring of Zoom COO Aparna Bawa to serve as its chief legal and people officer is ‘central’ to its transformation, according to a Thursday memo he sent to e...

crn.com

My publication, CRN, has been closely covering the fallout of the memory shortage on IT resellers, who drive a huge volume of sales for OEMs. Most recently, Cisco channel partners say they are losing as much as 8 percent on margin for Cisco server sales due to the OEM ending deal registration.

The CEO of one of the world's largest distributors on how it shielded IT resellers from rising component costs: "We had anticipated memory price or the component price increases, and we built a good inventory... We basically helped our resellers navigate brutal price increases." But it won't last.

Intel said Wednesday that it will spend $14.2 billion to repurchase the minority interest held by a private equity firm in a joint venture related to its fabrication plant in Ireland. www.crn.com/news/compone...

Intel Gives Bullish CPU Outlook With $14.2B Ireland Fab Deal

Intel said Wednesday that it will spend $14.2 billion to repurchase the minority interest held by a private equity firm in a joint venture related to its fabrication plant in Ireland.

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it's just a lil' guy...

HotHardware@hothardware.com · 4mo ago

Lenovo channeling its inner Tony Montana: 'Say hello to my little friend!' hothardware.com/news/lenovo-...

An AMD executive told me that he expects his company to "gain even more market share" due to Intel's self-admitted misstep in removing multithreading from the upcoming Xeon "Diamond Rapids" CPUs. "We’re going to take advantage of it," another said. www.crn.com/news/compone...

AMD Exec: Intel’s Multithreading Misstep Will ‘Help Us Gain Even More Market Share’

While Intel plans to reintroduce multithreading after its expected absence in the upcoming Xeon “Diamond Rapids” CPUs, AMD executives told CRN that their company plans to “capitalize” on the rival’s s...

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Tracy Kidder, the author of "The Soul of a New Machine," easily one of the best books about the computer industry, died on Tuesday. He has been an inspiration to me, and I'm glad I got to meet him once. www.nytimes.com/2026/03/25/b...

Tracy Kidder, Author of ‘The Soul of a New Machine,’ Dies at 80

nytimes.com

Intel executive David Feng confirmed to CRN this week that the company has raised CPU prices for OEMs in part because of the chipmaker’s ongoing supply constraints. www.crn.com/news/compone...

Intel Exec Confirms CPU Price Increases For OEMs Amid Supply Crunch

Intel executive David Feng confirmed to CRN this week that the company has raised CPU prices for OEMs in part because of the chipmaker’s ongoing supply constraints.

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Intel’s push to sell its new Core Ultra Series 3 “Panther Lake” chips for commercial PCs will help it regain share in the broader market segment, a company executive told CRN. "We believe we’re well positioned." Details on Panther Lake w/ vPro launch: www.crn.com/news/compone...

Intel Exec: ‘Panther Lake’ Commercial PC Push Will Help Us Regain Market Share

Intel’s push to sell its new Core Ultra Series 3 “Panther Lake” chips for commercial PCs will help it regain share in the broader market segment, a company executive told CRN.

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At Q&A during Nvidia's GTC event, Jensen Huang was asked if he has any red lines on what he thinks AI shouldn't be used for. He didn't identify any red lines, saying at one point, "I've got my own opinions, but in the final analysis, we need AI to do a lot of great things for us."

Nvidia’s Americas channel chief said this year’s award-winning channel partners stand out for embracing the company’s AI infrastructure technologies to help the many enterprises that are still trying to figure out how to best use AI. www.crn.com/news/ai/2026...

Nvidia Exec: These Top Partners Are Aiding Enterprises ‘Still Struggling’ With AI

Nvidia’s Americas channel chief said this year’s award-winning channel partners stand out for embracing the company’s AI infrastructure technologies to help the many enterprises that are still trying ...

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Nvidia said Monday that it’s adding one more processor to the six-chip Vera Rubin platform it has heralded as the next big leap in AI computing: the Groq language processing unit. It also revealed new Vera CPU, BlueField-4 and Spectrum-6 racks. www.crn.com/news/compone...

Nvidia Puts Groq LPU, Vera CPU And Bluefield-4 DPU Into New Data Center Racks

Nvidia announced Monday at GTC 2026 that its new Groq-based inference server rack will be available alongside the Vera Rubin NVL72 rack, Vera CPU rack and BlueField-4 STX storage rack for high-perform...

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Nvidia announces the Nvidia Groq 3 LPX, an inference server rack featuring 256 Groq 3 LPUs and 128GB of on-chip SRAM, available in H2 2026 (Dylan Martin/CRN) Main Link | Techmeme Permalink

Nvidia plans to use Intel’s Xeon 6 chips as the host CPU for the AI infrastructure giant’s upcoming DGX Rubin NVL8 systems as it makes a bigger push into the CPU market. www.crn.com/news/compone...

Nvidia To Use Intel Xeon 6 CPUs For DGX Rubin NVL8 Systems

Nvidia plans to use Intel’s Xeon 6 chips as the host CPU for the AI infrastructure giant’s upcoming DGX Rubin NVL8 systems as it makes a bigger push into the CPU market.

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Analysis: Nvidia’s push to provide the essential components and systems for AI infrastructure received a major validation point last month when the company revealed that its annual networking revenue surpassed that of Cisco’s. www.crn.com/news/network...

Analysis: Nvidia’s AI Dominance Expands To Networking As It Makes Bigger CPU Push

CRN explains how Nvidia has expanded its AI dominance to networking as it plans to make a bigger push with CPUs and evolve its approach to accelerated computing with the recent Groq deal.

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