Dave Altavilla

At its annual CadenceLIVE event this week, Cadence Design Systems delivered a pair of announcements that signal an evolution in how the company sees its role in the AI era. One partnership deepens its long-standing relationship with Nvidia around accelerated computing, digital twins and large-scale system simulation. The other integrates Google's Gemini models into Cadence's ChipStack AI platform to advance agent-driven design automation in the cloud.

Qualcomm's Investor Day in Manhattan last week marked what CEO Cristiano Amon described as the company's next major transformation—expanding from a leader in connected edge computing into a company building AI infrastructure that spans everything from ultra-low-power IoT devices to hyperscale data centers.

AMD is making a serious play for Nvidia's crown with its new Helios rack-scale AI platform, Venice CPUs, and MI455X chips.

If it's bad for Apple, it's much worse for other companies. The memory crisis is getting worse for Apple, which is struggling to get enough

The new Pixel 11 Pro XL refines Google's flagship with practical AI, strong cameras, security and productivity features.

Google's new Pixel 11 phones are both wildly impressive — and woefully unexciting. So what does that mean for you?

Apple's latest filing in its ongoing litigation against the generative AI giant sounds like an exasperated parent.

Nvidia has expanded well beyond GPUs over the years, building an increasingly more diverse and comprehensive AI platform spanning networking, DPUs, high-speed interconnects, rack and pod-scale systems and software. With its upcoming Vera CPU, the company is adding another strategic product , a custom Arm-based server processor featuring its own custom “Olympus” microarchitecture, designed specifically for emerging agentic AI workloads.

But a lot now rides on expected iPhone price increases and how iPhone users get along with Siri AI.

Qualcomm is betting that smarter local AI starts with keeping more compute, memory and AI power right on the phone.