Qualcomm gains foothold at AWS

+Qualcomm has scored an important data-center win. The company will collaborate with Amazon on AI inference and optical connectivity, but it provides no details. A consequence of QCOM’s Alphawave acquisition, the win could siphon AMZN biz that otherwise would’ve gone to Marvell.

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Arm Slows Mobile CPU Introductions

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BWR 17: Hot Chips 2026 Discussion

Hot Chips 2026: Next-Gen AI Accelerators, Memory Innovations, and Arm Surprises

Update: New story finally posted to XPU.pub

Qualcomm closes the loop with Amazon

Qualcomm gains foothold at AWS

IBM discloses Arm-compatible mainframe chip

IBM discloses Arm-compatible mainframe chip

IBM Collaborates with Arm

IBM Collaborates with Arm

Fractile raising yet more money at an even higher valuation

Fractile raising yet more money at an even higher valuation