Qualcomm’s Data-Center Gambit: The Tenstorrent Play
Analysis of Qualcomm's move into AI data-center silicon and its reported Tenstorrent acquisition talks - why it is diversifying beyond mobile in 2026.
Intel-Foxconn Rack-Scale AI Infrastructure: 2026 Analysis
Analysis of the June 2026 Intel-Foxconn rack-scale AI infrastructure partnership: what Xeon-based AI racks mean for the GPU-dominated data center market.
Silicon Photonics & Co-Packaged Optics: 2026 Analysis
Why co-packaged optics and silicon photonics are reshaping AI data centers in 2026 — the bandwidth wall, power math, incumbents, and what it means.