Arm EVP Mohamed Awad says its chip architecture now accounts
Arm EVP Mohamed Awad says its chip architecture now accounts for 50%+ of the hyperscale cloud computing market, as AI demand transforms the data center industry
TAIPEI — SoftBank-backed chip designer Arm says it has hit a milestone in its decades-long challenge to Intel and AMD …


Qualcomm CEO Cristiano Amon says the company is designing data center
NEW YORK — Qualcomm unveiled its data center chip lineup on Wednesday, becoming the latest chipmaker to enter the AI processor race …

Alibaba falls ~5% in Hong Kong
Alibaba falls ~5% in Hong Kong after Anthropic accused it of “illicitly” accessing its AI models, taking its YTD fall to 33%; Xiaomi and Baidu fell 3%+ — Alibaba Group Holding Ltd. shares slid to a 16-month low in Hong Kong after Anthropic PBC accused the Chinese technology giant of …