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A dual boost in sales from semiconductor and VMware sales, driven by the steady growth in AI, helped Broadcom beat expectations during its fiscal 2025 second quarter and is pushing further growth going forward. crn.com/news/ai/2025/a… via Joe “Joe Kovar” Kovar

Nvidia finished the first quarter of its current fiscal year with more than double the revenue of what Intel and AMD earned combined for roughly similar periods—a feat made possible by the AI infrastructure giant’s booming data center business. okt.to/jpsE21

At AMD's Advancing AI 2025 event next Thursday, the company is expected to share its “bold vision” for AI and announce its next generation of Instinct GPUs, among other things—efforts of which have been boosted by several acquisitions it's made since 2022. crn.com/news/ai/2025/9…

Lenovo recorded huge gains in sales of its IT infrastructure as well as growth in PC sales last quarter, against a backdrop of global trade uncertainty and volatile financial markets, by leaning into its partners, channel chief Rob Cato told CRN. okt.to/lzOgx0

While IDC sees a PC refresh underway, recent vendor earnings show commercial buyers are leading consumers in buying devices ahead of the Windows 11 migration and to mitigate potential tariff-driven price hikes. okt.to/sbC2fK

AMDがAI推論チップを開発するUntether AIをacquihireしたことを発表した。 Untetherは合計$150Mほど調達していた。 crn.com/news/component…

CRN rounds up nine acquisitions AMD has made over the past three years to build out its AI capabilities and ramp up competition against Nvidia, particularly whe… share.google/h3MTFys92fUgDg…

Broadcom reported 17 percent growth in semiconductor solutions revenue, with AI semiconductor growth expected to rise by 60 percent year-over-year. share.google/OJT6dU7C2IflQK…

Exclusive: Axelera AI, an Nvidia rival for edge AI chips, has launched a global partner program in the hope of building a big business in the U.S and elsewhere by creating salea opportunities with systems integrators and value-added resellers. crn.com/news/component…

“Channel partners are ‘hugely important’ to scaling our business…” — Our own Alexis Crowell on building Axelera AI’s Partner Accelerator Network right now on CRN. Check it out: eu1.hubs.ly/H0kSnNZ0 #EdgeAI

Qualcomm Monday said its $2.4 billion deal to acquire chip designer Alphawave Semi will “accelerate” the company’s expansion into the data center market, particularly for AI inferencing.

The San Diego-based chip designer unveiled the deal Monday, saying that Alphawave Semi’s high-speed wired connectivity and compute technologies will complement its next-generation Oryon CPU and Hexagon NPU processors. crn.com/news/component…

AMD is continuing its acquisition spree to challenge Nvidia’s AI computing dominance with the purchase of startup Brium a compiler and AI software experts with deep expertise in ML, AI inference and performance optimization. tinyurl.com/2vpf5nta

Qualcomm: $2.4B Alphawave Semi Buy To Boost Data Center Push crn.com/news/component…

I find myself in San Jose, California, once again, this time to answer the question, "Is AMD advancing AI?"