Nvidia’s Arm chips rapidly gain share in server market as AI booms — Nvidia’s Arm-powered GB200 servers surge as market reaches a record  billion in the first quarter

Nvidia’s Arm chips rapidly gain share in server market as AI booms — Nvidia’s Arm-powered GB200 servers surge as market reaches a record $95 billion in the first quarter

The global server market experienced an unprecedented surge to nearly $100 billion in the first quarter as companies heavily invested in AI-related infrastructure, according to IDC, and ‘accelerated’ servers running Arm-based processors comprise one of the most rapidly growing categories, with Arm-powered server shipments rising 70% this year. It appears that the vast majority of…

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Intel details 18A process technology — takes on TSMC 2nm with 30% density gain and 25% faster generational performance

Intel details 18A process technology — takes on TSMC 2nm with 30% density gain and 25% faster generational performance

Intel has published a paper about its 18A (1.8nm-class) fabrication process at the VLSI 2025 symposium, consolidating all its information about the manufacturing technology into a single document. The new 18A production node is expected to deliver significant improvements in power, performance, and area over its predecessor, increasing density by 30% while enhancing performance by…

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