# ![@DylanOnChips Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1402261628553515010.png) @DylanOnChips Semiconductor News by Dylan Martin

AMD is responding to a new Intel-Nvidia partnership, warning that it may lead to increased competition and negatively impact their business. Meanwhile, Intel is undergoing changes in its sales and marketing group to boost AI sales efforts, including the departure of its former global channel chief. AMD is also making moves to grow its channel prominence, including a restructured partner program.

### Engagements: [-----] [#](/creator/twitter::1402261628553515010/interactions)
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### Mentions: [--] [#](/creator/twitter::1402261628553515010/posts_active)
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### Followers: [------] [#](/creator/twitter::1402261628553515010/followers)
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### CreatorRank: [-------] [#](/creator/twitter::1402261628553515010/influencer_rank)
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### Social Influence

**Social category influence**
[technology brands](/list/technology-brands)  51% [stocks](/list/stocks)  43% [finance](/list/finance)  9% [countries](/list/countries)  6% [social networks](/list/social-networks)  3% [vc firms](/list/vc-firms)  2% [formula 1](/list/formula-1)  1%

**Social topic influence**
[ai](/topic/ai) 40%, [ceo](/topic/ceo) 12%, [the first](/topic/the-first) 6%, [the most](/topic/the-most) 5%, [systems](/topic/systems) 4%, [company](/topic/company) 4%, [business](/topic/business) 4%, [lenovo](/topic/lenovo) #153, [gpu](/topic/gpu) 4%, [in the](/topic/in-the) 3%

**Top accounts mentioned or mentioned by**
[@crn](/creator/undefined) [@axeleraai](/creator/undefined) [@celestialaiinc](/creator/undefined) [@cornelishpc](/creator/undefined) [@dmatrixai](/creator/undefined) [@furiosaai](/creator/undefined) [@nextsilicon](/creator/undefined) [@rebellionsinc](/creator/undefined) [@tenstorrent](/creator/undefined) [@xsightlabs](/creator/undefined) [@wallstengine](/creator/undefined) [@cnbc](/creator/undefined) [@iancutress](/creator/undefined) [@ryanshrout](/creator/undefined) [@makramaq](/creator/undefined) [@codewithimanshu](/creator/undefined) [@stevenjburke](/creator/undefined) [@geenarcisi](/creator/undefined) [@intel](/creator/undefined) [@andrewthelling](/creator/undefined)

**Top assets mentioned**
[Intel Corporation (INTC)](/topic/$intc) [HP Inc (HPQ)](/topic/hp-inc) [Uber Technologies, Inc. (UBER)](/topic/$uber) [Nokia Corporation (NOK)](/topic/$nok) [ON Semiconductor, Corp. (ON)](/topic/on-semiconductor) [Microsoft Corp. (MSFT)](/topic/microsoft) [Alphabet Inc Class A (GOOGL)](/topic/$googl)
### Top Social Posts
Top posts by engagements in the last [--] hours

"Intel has been caught off guard again by higher-than-expected demand for its CPUs and the situation is leading to shortages that are putting a damper on revenue and the ability of partners to sell systems using its processors. https://www.crn.com/news/components-peripherals/2026/how-intel-got-caught-off-guard-by-a-cpu-shortage-again https://www.crn.com/news/components-peripherals/2026/how-intel-got-caught-off-guard-by-a-cpu-shortage-again"  
[X Link](https://x.com/DylanOnChips/status/2016574633206538386)  2026-01-28T18:10Z 10K followers, [----] engagements


"HP Inc. CEO and President Enrique Lores said Tuesday that he has stepped down from his position and is leaving the company to lead PayPal as its next chief executive. https://www.crn.com/news/computing/2026/hp-ceo-enrique-lores-steps-down-to-lead-paypal https://www.crn.com/news/computing/2026/hp-ceo-enrique-lores-steps-down-to-lead-paypal"  
[X Link](https://x.com/DylanOnChips/status/2018676551265501219)  2026-02-03T13:22Z 10K followers, [----] engagements


"@wallstengine From more than two weeks ago (or longer if you're considering what we've known about the GPU road map for the past few years): https://www.crn.com/news/components-peripherals/2026/intel-hires-qualcomm-executive-to-lead-gpu-engineering-for-data-centers https://www.crn.com/news/components-peripherals/2026/intel-hires-qualcomm-executive-to-lead-gpu-engineering-for-data-centers"  
[X Link](https://x.com/DylanOnChips/status/2018803189039198542)  2026-02-03T21:46Z 10K followers, [---] engagements


"If you see this @CNBC story today about Intel hiring a chief GPU architect it's regarding Eric Demers coming from Qualcomm. I first reported on his new role more than two weeks ago. CNBC should read @CRN https://www.crn.com/news/components-peripherals/2026/intel-hires-qualcomm-executive-to-lead-gpu-engineering-for-data-centers https://www.crn.com/news/components-peripherals/2026/intel-hires-qualcomm-executive-to-lead-gpu-engineering-for-data-centers"  
[X Link](https://x.com/DylanOnChips/status/2018780640725102613)  2026-02-03T20:16Z 10K followers, [----] engagements


"Qualcomm has lost the founder and former CEO of the Nuvia chip startup it acquired nearly four years ago to boost its CPU business by focusing on custom Arm designs. https://www.crn.com/news/components-peripherals/2026/qualcomm-loses-executive-who-was-key-to-custom-arm-cpu-push https://www.crn.com/news/components-peripherals/2026/qualcomm-loses-executive-who-was-key-to-custom-arm-cpu-push"  
[X Link](https://x.com/DylanOnChips/status/2018454369562480820)  2026-02-02T22:39Z 10K followers, 15.7K engagements


"While Qualcomm is losing two engineering executives who have been key to its custom CPU strategy analyst @IanCutress said the company should be able to fill the leadership gap with its recent acquisition of chip design startup Ventana Micro Systems. https://www.crn.com/news/components-peripherals/2026/analyst-qualcomm-s-ventana-acquisition-helps-fill-gap-left-by-nuvia-founder-exits https://www.crn.com/news/components-peripherals/2026/analyst-qualcomm-s-ventana-acquisition-helps-fill-gap-left-by-nuvia-founder-exits"  
[X Link](https://x.com/DylanOnChips/status/2018809428603187582)  2026-02-03T22:10Z 10K followers, [----] engagements


"AMD CEO Lisa Su said Tuesday that the company expects more revenue in the first quarter in part because it was able to boost server CPU production capacity in the face of strong demand from the ongoing AI data center buildout. https://www.crn.com/news/components-peripherals/2026/amd-ceo-expects-revenue-boost-in-part-due-to-server-cpu-supply-ramp https://www.crn.com/news/components-peripherals/2026/amd-ceo-expects-revenue-boost-in-part-due-to-server-cpu-supply-ramp"  
[X Link](https://x.com/DylanOnChips/status/2019053053056254238)  2026-02-04T14:18Z 10K followers, [----] engagements


"Lenovos channel partners should act quickly on product orders to get the most attractive pricing for customers who are sensitive to rising costs caused by the global memory chip shortage its North America president told CRN. https://www.crn.com/news/data-center/2026/lenovo-exec-partners-should-order-quickly-for-best-prices-amid-memory-crunch https://www.crn.com/news/data-center/2026/lenovo-exec-partners-should-order-quickly-for-best-prices-amid-memory-crunch"  
[X Link](https://x.com/anyuser/status/2019451919220048322)  2026-02-05T16:43Z 10K followers, [----] engagements


"Two Lenovo partners told me that it makes sense for customers to make hardware orders ASAP to get ahead of further price increases but one pointed out that price quotes are now expiring quicker than the time it takes for customers to approve orders. Lenovos channel partners should act quickly on product orders to get the most attractive pricing for customers who are sensitive to rising costs caused by the global memory chip shortage its North America president told CRN. https://t.co/lg34wC2nDn Lenovos channel partners should act quickly on product orders to get the most attractive pricing for"  
[X Link](https://x.com/anyuser/status/2019516247017496929)  2026-02-05T20:59Z 10K followers, [----] engagements


"At least for one Lenovo partner (who is also a top Nvidia partner) the result is these customers (businesses universities and gov't entities) are paying even higher than what the original quote said and that is leading them to buy less hardware due to their fixed budgets"  
[X Link](https://x.com/anyuser/status/2019516682688176427)  2026-02-05T21:01Z 10K followers, [---] engagements


"RT @DylanOnChips: Two Lenovo partners told me that it makes sense for customers to make hardware orders ASAP to get ahead of further price"  
[X Link](https://x.com/DylanOnChips/status/2020864921978741165)  2026-02-09T14:18Z 10K followers, [--] engagements


"Just reached [-----] followers Thank you to everyone who has followed read and shared my work. Now. back to work"  
[X Link](https://x.com/DylanOnChips/status/2020877940871795111)  2026-02-09T15:10Z 10K followers, [----] engagements


"AMD said Monday that it has hired Salesforce CMO and President Ariel Kelman as its new marketing chief a role that will see him deepen engagement with customers partners developers and the broader technology ecosystem. https://www.crn.com/news/components-peripherals/2026/amd-hires-salesforce-president-ariel-kelman-as-cmo-to-deepen-ecosystem-engagement https://www.crn.com/news/components-peripherals/2026/amd-hires-salesforce-president-ariel-kelman-as-cmo-to-deepen-ecosystem-engagement"  
[X Link](https://x.com/DylanOnChips/status/2020956929871503619)  2026-02-09T20:24Z 10K followers, [----] engagements


"I hate that being a LinkedIn sicko means that I occasionally get throttled. I'm sorry that you're such a useful tool for my reporting sheesh"  
[X Link](https://x.com/DylanOnChips/status/2020958125172588742)  2026-02-09T20:28Z 10K followers, [---] engagements


"To help you understand how bad it can be sometimes it took several minutes for the post creation pop-up to load"  
[X Link](https://x.com/DylanOnChips/status/2020958672546116030)  2026-02-09T20:31Z 10K followers, [---] engagements


"The hire was made as AMD pushes to win over developers partners and customers with its Instinct GPU platform in competition against Nvidia and as it ramps up marketing investments with channel partners for its CPU business. AMD said Monday that it has hired Salesforce CMO and President Ariel Kelman as its new marketing chief a role that will see him deepen engagement with customers partners developers and the broader technology ecosystem. https://t.co/kMrrir7QXj AMD said Monday that it has hired Salesforce CMO and President Ariel Kelman as its new marketing chief a role that will see him"  
[X Link](https://x.com/DylanOnChips/status/2020962664923693420)  2026-02-09T20:47Z 10K followers, [----] engagements


"RT @ryanshrout: AMD just brought in Ariel Kelman as Chief Marketing Officer and its a timely hire. Kelman most recently led marketing at"  
[X Link](https://x.com/DylanOnChips/status/2021224950040817901)  2026-02-10T14:09Z 10K followers, [--] engagements


"Intel said Tuesday that Googles cloud security team helped the chipmaker identify five vulnerabilities in the most advanced confidential computing feature of its Xeon CPUs. https://www.crn.com/news/security/2026/intel-google-helped-us-find-vulnerabilities-in-xeon-s-tdx-security-feature https://www.crn.com/news/security/2026/intel-google-helped-us-find-vulnerabilities-in-xeon-s-tdx-security-feature"  
[X Link](https://x.com/DylanOnChips/status/2021284694512312724)  2026-02-10T18:06Z 10K followers, [----] engagements


"In detailing vulnerabilities that Intel later remediated Googles security researchers said the most significant one they found "would have allowed an untrusted operator to completely compromise the security guarantees of TDX." Intel said Tuesday that Googles cloud security team helped the chipmaker identify five vulnerabilities in the most advanced confidential computing feature of its Xeon CPUs. https://t.co/gjIlGRlxBa Intel said Tuesday that Googles cloud security team helped the chipmaker identify five vulnerabilities in the most advanced confidential computing feature of its Xeon CPUs."  
[X Link](https://x.com/DylanOnChips/status/2021284915841495403)  2026-02-10T18:07Z 10K followers, [----] engagements


"Lenovo said Thursday that it restructured its data center business unit to accelerate the return to profitability as demand for AI products across its portfolio drove a double-digit increase to record revenue in its recently completed quarter. https://www.crn.com/news/data-center/2026/lenovo-restructures-data-center-unit-as-ai-drives-double-digit-growth-to-record-sales https://www.crn.com/news/data-center/2026/lenovo-restructures-data-center-unit-as-ai-drives-double-digit-growth-to-record-sales"  
[X Link](https://x.com/DylanOnChips/status/2021985911731621914)  2026-02-12T16:33Z 10K followers, [---] engagements


"@MakramAq But he did find his place in the new Intel era. As I wrote in the story he had been tapped to lead the AI systems and GPU product management team by Sachin Katti the executive who was tapped by Lip-Bu Tan to lead Intel's AI strategy"  
[X Link](https://x.com/DylanOnChips/status/1987991192861106279)  2025-11-10T21:10Z [----] followers, [--] engagements


"BREAKING NEWS: Intel AI Leader Sachin Katti Decamps To OpenAI #intel $INTC https://www.crn.com/news/components-peripherals/2025/intel-ai-leader-sachin-katti-decamps-to-openai https://www.crn.com/news/components-peripherals/2025/intel-ai-leader-sachin-katti-decamps-to-openai"  
[X Link](https://x.com/DylanOnChips/status/1988011648506847663)  2025-11-10T22:31Z [----] followers, 19.6K engagements


"Intel told us that its CEO Lip-Bu Tan is taking over Sachin Katti's leadership responsibilities for the AI and Advanced Technologies Groups. BREAKING NEWS: Intel AI Leader Sachin Katti Decamps To OpenAI https://t.co/10uO02bxgx #intel $INTC BREAKING NEWS: Intel AI Leader Sachin Katti Decamps To OpenAI https://t.co/10uO02bxgx #intel $INTC"  
[X Link](https://x.com/DylanOnChips/status/1988016782553346502)  2025-11-10T22:51Z [----] followers, 13.9K engagements


"@codewithimanshu Ok that's pretty funny that whatever AI thing you're using to generate a response thinks my first name is Semiconductor"  
[X Link](https://x.com/DylanOnChips/status/1988269898082967789)  2025-11-11T15:37Z [----] followers, [--] engagements


"Important clarification for my followers particularly the bots and those who use AI to generate responses: My first name isn't Semiconductor"  
[X Link](https://x.com/DylanOnChips/status/1988270461524815882)  2025-11-11T15:39Z [----] followers, [----] engagements


"And just after I posted this same account which has [-----] followers"  
[X Link](https://x.com/DylanOnChips/status/1988271305506914717)  2025-11-11T15:43Z [----] followers, [---] engagements


"AMD CEO Lisa Su said Tuesday that she sees a very clear path to gaining double-digit share in the Nvidia-dominated data center AI market that could drive an average of [--] percent in revenue growth over the next three to five years for the segment. https://www.crn.com/news/components-peripherals/2025/amd-sees-clear-path-to-double-digit-share-in-nvidia-dominated-data-center-ai-market https://www.crn.com/news/components-peripherals/2025/amd-sees-clear-path-to-double-digit-share-in-nvidia-dominated-data-center-ai-market"  
[X Link](https://x.com/DylanOnChips/status/1988336438174429213)  2025-11-11T20:02Z [----] followers, [----] engagements


"How are AMD investors doing today Are you okay Do you need to take a break I need to take a break"  
[X Link](https://x.com/DylanOnChips/status/1988364627235979674)  2025-11-11T21:54Z [----] followers, [----] engagements


"Qualcomm announced Thursday that its bringing the custom Arm-compatible CPU used for its Snapdragon X Series chips to a new lineup of processors for industrial PCs that can withstand extreme temperatures from [---] degrees to [---] degrees Fahrenheit. https://www.crn.com/news/components-peripherals/2025/qualcomm-to-bring-custom-cpu-used-for-snapdragon-x-chips-to-industrial-pcs https://www.crn.com/news/components-peripherals/2025/qualcomm-to-bring-custom-cpu-used-for-snapdragon-x-chips-to-industrial-pcs"  
[X Link](https://x.com/DylanOnChips/status/1988998622298665395)  2025-11-13T15:53Z [----] followers, [----] engagements


"From Tan's memo to employees: "I recognize that these teams have experienced considerable change in the recent months. Thats why Ill be working directly with the leadership teams to refine our AI strategy and ensure consistent execution of our advanced technology road map." When Intel CEO Lip-Bu Tan announced the departure of AI leader Sachin Katti to employees Monday he admitted that the Katti-led AI and advanced technologies teams have experienced considerable change in recent months CRN has learned. https://t.co/Y0tXXn7CHh When Intel CEO Lip-Bu Tan announced the departure of AI leader"  
[X Link](https://x.com/DylanOnChips/status/1989052136085459407)  2025-11-13T19:25Z [----] followers, 13.9K engagements


"AMD has surpassed one-third share of the desktop x86 CPU market against Intel setting a record for the chip designer as it made gains against its larger rival in other segments. https://www.crn.com/news/components-peripherals/2025/amd-hits-record-one-third-desktop-cpu-market-share-against-intel https://www.crn.com/news/components-peripherals/2025/amd-hits-record-one-third-desktop-cpu-market-share-against-intel"  
[X Link](https://x.com/DylanOnChips/status/1989430311831388419)  2025-11-14T20:28Z [----] followers, [----] engagements


"aw shoot my website don't work"  
[X Link](https://x.com/DylanOnChips/status/1990786920545501285)  2025-11-18T14:19Z [----] followers, [----] engagements


"Nvidia said Wednesday that third-quarter revenue grew to a record $57 billion marking a [--] percent year-over-year increase that was largely driven by sales of the companys Blackwell and Blackwell Ultra GPU platforms. My overview of earnings: https://www.crn.com/news/components-peripherals/2025/nvidia-blackwell-ultra-takes-lead-in-helping-drive-62-percent-growth-to-record-revenue https://www.crn.com/news/components-peripherals/2025/nvidia-blackwell-ultra-takes-lead-in-helping-drive-62-percent-growth-to-record-revenue"  
[X Link](https://x.com/DylanOnChips/status/1991271602445775196)  2025-11-19T22:25Z [----] followers, [----] engagements


"Nvidia CEO Jensen Huang took on the popular question of whether his company is at the center of an AI bubble Wednesday and said he sees something very different that will contribute to infrastructure growth in the coming years. https://www.crn.com/news/ai/2025/nvidia-ceo-explains-why-he-sees-something-very-different-from-an-ai-bubble https://www.crn.com/news/ai/2025/nvidia-ceo-explains-why-he-sees-something-very-different-from-an-ai-bubble"  
[X Link](https://x.com/DylanOnChips/status/1991309984051978363)  2025-11-20T00:57Z [----] followers, [----] engagements


"From my colleague @StevenJBurke: Nvidia Vice President of Omniverse and Simulation Technology Rev Lebaredian said Schneider Electric is essential as the GPU powerhouse continues to push the AI technology envelope. https://www.crn.com/news/data-center/2025/nvidia-superstar-rev-lebaredian-on-why-schneider-electric-is-essential-and-the-next-step-in-the-ai-journey https://www.crn.com/news/data-center/2025/nvidia-superstar-rev-lebaredian-on-why-schneider-electric-is-essential-and-the-next-step-in-the-ai-journey"  
[X Link](https://x.com/DylanOnChips/status/1991533865765318767)  2025-11-20T15:47Z [----] followers, [----] engagements


"Intel has lost its chief communications officer less than [--] months after he took the job adding to this years exodus of several top executives as CEO Lip-Bu Tan pushes for major changes. https://www.crn.com/news/components-peripherals/2025/intel-loses-another-top-executive-this-time-to-equinix https://www.crn.com/news/components-peripherals/2025/intel-loses-another-top-executive-this-time-to-equinix"  
[X Link](https://x.com/DylanOnChips/status/1993397442830860564)  2025-11-25T19:12Z [----] followers, [----] engagements


"New: The [--] Hottest Semiconductor Startups Of [----] https://www.crn.com/news/components-peripherals/2025/the-10-hottest-semiconductor-startups-of-2025 https://www.crn.com/news/components-peripherals/2025/the-10-hottest-semiconductor-startups-of-2025"  
[X Link](https://x.com/DylanOnChips/status/1993769768524857551)  2025-11-26T19:52Z [----] followers, [----] engagements


"Read all about them and why they are included in my list for @CRN right here: https://www.crn.com/news/components-peripherals/2025/the-10-hottest-semiconductor-startups-of-2025page=1 https://www.crn.com/news/components-peripherals/2025/the-10-hottest-semiconductor-startups-of-2025page=1"  
[X Link](https://x.com/DylanOnChips/status/1995511525747167467)  2025-12-01T15:13Z [----] followers, [---] engagements


"HPE said Tuesday that it plans to adopt AMDs GPU-accelerated "Helios" AI server rack and it will use a "purpose-built" Broadcom-powered Juniper Networking switch based on the Ultra Accelerator Link over Ethernet standard for scale-up networking. https://www.crn.com/news/data-center/2025/hpe-backs-amd-s-helios-ai-server-rack-with-bespoke-juniper-scale-up-switch https://www.crn.com/news/data-center/2025/hpe-backs-amd-s-helios-ai-server-rack-with-bespoke-juniper-scale-up-switch"  
[X Link](https://x.com/DylanOnChips/status/1995858446852542669)  2025-12-02T14:11Z [----] followers, [----] engagements


"Marvell just announced that it has agreed to acquire Celestial AI in a deal worth up to $5.5 billion: They must have read my list of this year's hottest startups. https://investor.marvell.com/news-events/press-releases/detail/1000/marvell-to-acquire-celestial-ai-accelerating-scale-up-connectivity-for-next-generation-data-centers The [--] Hottest Semiconductor Startups of 2025: - @AxeleraAI - @CelestialAIinc - @CornelisHPC - @dMatrix_AI - @FuriosaAI - @NextSilicon - @Rebellions_inc - @tenstorrent - Tsavorite Scalable Intelligence - @XsightLabs"  
[X Link](https://x.com/DylanOnChips/status/1995965815083205065)  2025-12-02T21:18Z [----] followers, [----] engagements


"Not mentioned in the interview: Inferentia. Amazon Web Services CEO Matt Garman tells CRN that the companys newly launched Trainium3 AI accelerator chips are the best inference platform in the world while its AI openness strategy is helping to win enterprise customer market share. https://t.co/6uGwfpgVql Amazon Web Services CEO Matt Garman tells CRN that the companys newly launched Trainium3 AI accelerator chips are the best inference platform in the world while its AI openness strategy is helping to win enterprise customer market share. https://t.co/6uGwfpgVql"  
[X Link](https://x.com/DylanOnChips/status/1996287807694705009)  2025-12-03T18:37Z [----] followers, [----] engagements


""Keeping NEX in-house enables tighter integration between silicon software and systems strengthening customer offerings across AI data center and edge. We remain focused on delivering for customers and creating long-term value." Reuters first reported on this"  
[X Link](https://x.com/DylanOnChips/status/1996365447881748758)  2025-12-03T23:46Z [----] followers, [----] engagements


"With @GeeNarcisi: https://www.crn.com/news/networking/2025/intel-decides-to-keep-networking-business-after-exploring-spin-off https://www.crn.com/news/networking/2025/intel-decides-to-keep-networking-business-after-exploring-spin-off"  
[X Link](https://x.com/DylanOnChips/status/1996371672539230307)  2025-12-04T00:11Z [----] followers, [---] engagements


"Intel Decides To Keep Networking Business After Exploring Spin-Off https://www.crn.com/news/networking/2025/intel-decides-to-keep-networking-business-after-exploring-spin-off https://www.crn.com/news/networking/2025/intel-decides-to-keep-networking-business-after-exploring-spin-off"  
[X Link](https://x.com/DylanOnChips/status/1996371763719188543)  2025-12-04T00:11Z [----] followers, [----] engagements


"Amazon Web Services CEO Matt Garman tells CRN that the companys newly launched Trainium3 AI accelerator chips are the best inference platform in the world while its AI openness strategy is helping to win enterprise customer market share. https://www.crn.com/news/ai/2025/aws-tranium3-ai-is-the-best-inference-platform-in-the-world-ceo-says https://www.crn.com/news/ai/2025/aws-tranium3-ai-is-the-best-inference-platform-in-the-world-ceo-says"  
[X Link](https://x.com/DylanOnChips/status/1996225075020710138)  2025-12-03T14:28Z [----] followers, [----] engagements


"It's been a very eventful year for Intel Here is my detailed roundup of Intel's [--] biggest news stories which range from TSMC suing a company executive to the U.S. gaining a [--] percent stake in Intel. https://www.crn.com/news/components-peripherals/2025/the-10-biggest-intel-news-stories-of-2025 https://www.crn.com/news/components-peripherals/2025/the-10-biggest-intel-news-stories-of-2025"  
[X Link](https://x.com/DylanOnChips/status/1998048012795339077)  2025-12-08T15:12Z [----] followers, [----] engagements


"AMD has hired Amazon Web Services infrastructure leader Arvind Balakumar to head up engineering efforts for the Helios AI server rack platform the chip designers answer to Nvidias popular and powerful rack-scale AI solutions. https://www.crn.com/news/components-peripherals/2025/amd-hires-aws-executive-as-lead-engineer-for-helios-ai-server-racks https://www.crn.com/news/components-peripherals/2025/amd-hires-aws-executive-as-lead-engineer-for-helios-ai-server-racks"  
[X Link](https://x.com/DylanOnChips/status/1998098065803391382)  2025-12-08T18:31Z [----] followers, [----] engagements


"Qualcomm said Wednesday that it has acquired Ventana Micro Systems a startup that is focused on developing server CPU technology based on the RISC-V instruction set architecture. https://www.crn.com/news/components-peripherals/2025/qualcomm-acquires-risc-v-chip-designer-ventana-to-boost-cpu-capabilities https://www.crn.com/news/components-peripherals/2025/qualcomm-acquires-risc-v-chip-designer-ventana-to-boost-cpu-capabilities"  
[X Link](https://x.com/DylanOnChips/status/1998777551863353754)  2025-12-10T15:31Z [----] followers, 22.4K engagements


"Qualcomm said Ventanas expertise in RISC-V a free and open alternative to the Arm and x86 instruction set architectures will enhance its CPU engineering capabilities and complement existing efforts to develop custom Oryon CPU technology. Qualcomm said Wednesday that it has acquired Ventana Micro Systems a startup that is focused on developing server CPU technology based on the RISC-V instruction set architecture. https://t.co/ghvBHQbqf3 Qualcomm said Wednesday that it has acquired Ventana Micro Systems a startup that is focused on developing server CPU technology based on the RISC-V"  
[X Link](https://x.com/DylanOnChips/status/1998798066502218035)  2025-12-10T16:52Z [----] followers, [----] engagements


"Oracle Chairman Larry Ellison said Wednesday that the company sold its stake in chip designer Ampere Computing because we no longer think it is strategic for us to continue design manufacturing and using our own chips in our cloud data centers. https://www.crn.com/news/components-peripherals/2025/why-oracle-sold-its-stake-in-chip-designer-ampere-according-to-larry-ellison https://www.crn.com/news/components-peripherals/2025/why-oracle-sold-its-stake-in-chip-designer-ampere-according-to-larry-ellison"  
[X Link](https://x.com/DylanOnChips/status/1999175373209158134)  2025-12-11T17:52Z [----] followers, 80.8K engagements


"Oracle cited Uber and the Oracle Red Bull Racing Formula [--] team as two early A4 customers adding that more than [----] customers worldwide have realized the performance and efficiency gains of its Arm-based instances since they launched in [----]. Oracle Cloud Infrastructure is launching the first public cloud instance powered by Ampere Computings custom Arm-compatible AmpereOne M processor after the tech giant sold its minority stake in the chip designer to SoftBank Group. https://t.co/XWw6a8ByPE Oracle Cloud Infrastructure is launching the first public cloud instance powered by Ampere"  
[X Link](https://x.com/DylanOnChips/status/2000637892784427326)  2025-12-15T18:43Z [----] followers, [----] engagements


"Intel on Monday announced a Trump staffer as its new vice president of government affairs four months after the U.S. government took a stake in the semiconductor company as well as two additional new executive appointments. https://www.crn.com/news/networking/2025/intel-adds-trump-staffer-to-lead-government-affairs-team-picks-cmo-and-interim-cto https://www.crn.com/news/networking/2025/intel-adds-trump-staffer-to-lead-government-affairs-team-picks-cmo-and-interim-cto"  
[X Link](https://x.com/DylanOnChips/status/2000939421605191850)  2025-12-16T14:41Z [----] followers, [----] engagements


"Nvidia said Monday that it acquired SchedMD the maker of open-source workload management system Slurm. While one top Nvidia partner told me the move makes sense because of the complex work of running AI factories another partner has reason for concern. https://www.crn.com/news/software/2025/nvidia-bought-slurm-s-creator-it-makes-sense-to-one-partner-another-is-concerned https://www.crn.com/news/software/2025/nvidia-bought-slurm-s-creator-it-makes-sense-to-one-partner-another-is-concerned"  
[X Link](https://x.com/DylanOnChips/status/2001047586392752196)  2025-12-16T21:51Z [----] followers, [----] engagements


"Here are my favorite stories that I wrote this year: -- Original reporting on how IT solution providers and PC system builders were dealing with Trump's "Liberation Day" tariffs: https://www.crn.com/news/computing/2025/confusion-uncertainty-pain-solution-providers-grapple-with-trump-s-tariff-regime https://www.crn.com/news/computing/2025/confusion-uncertainty-pain-solution-providers-grapple-with-trump-s-tariff-regime"  
[X Link](https://x.com/DylanOnChips/status/2003205360610648197)  2025-12-22T20:45Z [----] followers, [----] engagements


"-- An exclusive report on a memo sent by Intel's CEO on why he is taking direct control of the company's AI group in the wake of its leader Sachin Katti leaving: https://www.crn.com/news/components-peripherals/2025/intel-ceo-admits-ai-group-has-seen-considerable-change-with-leader-s-exit-memo https://www.crn.com/news/components-peripherals/2025/intel-ceo-admits-ai-group-has-seen-considerable-change-with-leader-s-exit-memo"  
[X Link](https://x.com/DylanOnChips/status/2003205363483705377)  2025-12-22T20:45Z [----] followers, [--] engagements


"-- An in-depth interview with Qualcomm executives about how the company is challenging Intel and AMD in the channel: https://www.crn.com/news/components-peripherals/2025/qualcomm-snapdragon-x-partner-program-is-hyper-competitive-against-intel-amd https://www.crn.com/news/components-peripherals/2025/qualcomm-snapdragon-x-partner-program-is-hyper-competitive-against-intel-amd"  
[X Link](https://x.com/DylanOnChips/status/2003205365698298159)  2025-12-22T20:45Z [----] followers, [---] engagements


"-- An exclusive on a pair of Intel memos underlining how the company is separating its data center GPU and data center AI efforts: https://www.crn.com/news/components-peripherals/2025/as-intel-creates-new-ai-group-data-center-division-to-refocus-on-cpus-memos https://www.crn.com/news/components-peripherals/2025/as-intel-creates-new-ai-group-data-center-division-to-refocus-on-cpus-memos"  
[X Link](https://x.com/DylanOnChips/status/2003205378591588600)  2025-12-22T20:45Z [----] followers, [---] engagements


"The semiconductor industry is an incredibly competitive beat much more so than when I started covering it in [----] so I'm proud to have delivered this level of original reporting for readers. It's always my goal to bring things to the next level in the new year"  
[X Link](https://x.com/DylanOnChips/status/2003205380894265532)  2025-12-22T20:45Z [----] followers, [---] engagements


"Correction: meant to say "separating its data center CPU and data center AI efforts""  
[X Link](https://x.com/DylanOnChips/status/2003205681906905151)  2025-12-22T20:47Z [----] followers, [---] engagements


"6. Nvidia continued to face growing competition this year from various companies though at least a few of them stumbled in their efforts to introduce new AI chips"  
[X Link](https://x.com/DylanOnChips/status/2003487292066029872)  2025-12-23T15:26Z [----] followers, [---] engagements


"5. Nvidia got approval from the U.S. government in December to sell its older H200 GPU to customers in China after long-simmering drama that saw the Trump administration waffle on such matters for several months over national security concerns"  
[X Link](https://x.com/DylanOnChips/status/2003487293869556199)  2025-12-23T15:26Z [----] followers, [---] engagements


"4. Huang used Nvidias GTC [----] event in March to counter the narrative that the rise of efficient reasoning models like DeepSeek-R1 will undercut demand for its GPUs and associated componentry"  
[X Link](https://x.com/DylanOnChips/status/2003487296314835081)  2025-12-23T15:26Z [----] followers, [---] engagements


"3. Nvidia went on a major investment spree this year committing $100 billion to OpenAI and announcing plans to pour billions of dollars into Anthropic Intel Nokia and Synopsys among dozens of other companies it infused with capital"  
[X Link](https://x.com/DylanOnChips/status/2003487298533622198)  2025-12-23T15:26Z [----] followers, [---] engagements


"2. Huang became a strong ally to President Trump this year as he pushed the White House to allow sales of Nvidias GPUs into China announced plans to invest in U.S. manufacturing for its products and supported the countrys ongoing AI infrastructure build-out"  
[X Link](https://x.com/DylanOnChips/status/2003487300337172941)  2025-12-23T15:26Z [----] followers, [---] engagements


"BREAKING: Navin Shenoy is leaving @intel as part of a major restructuring. MORE TO COME #intel $intc"  
[X Link](https://x.com/DylanOnChips/status/1407430238288723982)  2021-06-22T20:08Z [----] followers, [--] engagements


"Intel CEO Lip-Bu Tan said on yesterday's earnings call that the company has rescinded its plan to spin out Intel Capital. This was foreshadowed by his announcement to staff last week that he was making Intel Capital's leader report directly to him. https://www.crn.com/news/components-peripherals/2025/4-more-changes-intel-ceo-lip-bu-tan-made-to-his-executive-team https://www.crn.com/news/components-peripherals/2025/4-more-changes-intel-ceo-lip-bu-tan-made-to-his-executive-team"  
[X Link](https://x.com/DylanOnChips/status/1915774753123467352)  2025-04-25T14:27Z [----] followers, [---] engagements


"When President Trump said Sunday that he wont allow Nvidia to sell its most advanced AI chips to China he seemed to escalate his rhetoric on semiconductor trade policy by also saying that every other country outside the United States wont have access too. But"  
[X Link](https://x.com/DylanOnChips/status/1985476087690784956)  2025-11-03T22:36Z [----] followers, [----] engagements


"The [--] Hottest Semiconductor Startups of 2025: - @AxeleraAI - @CelestialAIinc - @CornelisHPC - @dMatrix_AI - @FuriosaAI - @NextSilicon - @Rebellions_inc - @tenstorrent - Tsavorite Scalable Intelligence - @XsightLabs"  
[X Link](https://x.com/DylanOnChips/status/1995511426895761633)  2025-12-01T15:12Z [----] followers, 13.5K engagements


"Qualcomm said Monday that its forthcoming Snapdragon X2 Plus processors for Windows [--] PCs will bring major performance boosts over the previous generation pitching the chips for modern professionals who want a fast responsive and portable device. https://www.crn.com/news/components-peripherals/2026/qualcomm-snapdragon-x2-plus-pc-chips-bring-big-speed-boosts-for-modern-professionals https://www.crn.com/news/components-peripherals/2026/qualcomm-snapdragon-x2-plus-pc-chips-bring-big-speed-boosts-for-modern-professionals"  
[X Link](https://x.com/DylanOnChips/status/2008222307555094628)  2026-01-05T17:01Z [----] followers, [----] engagements


"Nvidia on Monday revealed a new context memory storage platform zero downtime maintenance capabilities rack-scale confidential computing and other new features for its forthcoming Vera Rubin NVL72 server rack for AI data centers. https://www.crn.com/news/data-center/2026/nvidia-touts-new-storage-platform-confidential-computing-for-vera-rubin-nvl72-server-rack https://www.crn.com/news/data-center/2026/nvidia-touts-new-storage-platform-confidential-computing-for-vera-rubin-nvl72-server-rack"  
[X Link](https://x.com/DylanOnChips/status/2008313553418060025)  2026-01-05T23:03Z [----] followers, [----] engagements


"AMD used CES [----] to announce a new line-up of Ryzen AI processors to go up against Intels latest in thin-and-light laptopsand show how its fighting Nvidia in a new arena. https://www.crn.com/news/components-peripherals/2026/amd-refreshes-ryzen-ai-chips-goes-after-nvidia-s-dgx-spark https://www.crn.com/news/components-peripherals/2026/amd-refreshes-ryzen-ai-chips-goes-after-nvidia-s-dgx-spark"  
[X Link](https://x.com/DylanOnChips/status/2008650271099089363)  2026-01-06T21:21Z [----] followers, [----] engagements


"CES 2026: [--] Big Chip Announcements By Intel Nvidia AMD And Qualcomm https://www.crn.com/news/components-peripherals/2026/ces-2026-8-big-chip-announcements-by-intel-nvidia-amd-and-qualcomm https://www.crn.com/news/components-peripherals/2026/ces-2026-8-big-chip-announcements-by-intel-nvidia-amd-and-qualcomm"  
[X Link](https://x.com/DylanOnChips/status/2009623364302721106)  2026-01-09T13:48Z [----] followers, [---] engagements


"Sally is one of the best semiconductor reporters out there. Very much worth a follow I have been writing about Groq for years. Much of what is on social media is ill-informed mediocre AI slop or just plain wrong. The truth is no-one outside the companies has any real idea why Nvidia all-but acquired Groq and what we know so far doesnt make much sense yet🧵(1/x) https://t.co/v1SyApSet5 I have been writing about Groq for years. Much of what is on social media is ill-informed mediocre AI slop or just plain wrong. The truth is no-one outside the companies has any real idea why Nvidia all-but"  
[X Link](https://x.com/DylanOnChips/status/2009625358774284372)  2026-01-09T13:56Z [----] followers, [----] engagements


"Qualcomms global commercial channel chief has left the chip designer marking its second major channel departure as it ramps up competition against Intel and AMD with the Snapdragon X Series processors. https://www.crn.com/news/components-peripherals/2026/qualcomm-loses-second-channel-leader-amid-snapdragon-x2-pc-chip-push https://www.crn.com/news/components-peripherals/2026/qualcomm-loses-second-channel-leader-amid-snapdragon-x2-pc-chip-push"  
[X Link](https://x.com/DylanOnChips/status/2009697513755037967)  2026-01-09T18:43Z [----] followers, [----] engagements


"If you care about Qualcomm's sales execution for the Snapdragon X Series you need to read this: Qualcomms global commercial channel chief has left the chip designer marking its second major channel departure as it ramps up competition against Intel and AMD with the Snapdragon X Series processors. https://t.co/P2pplEU4W3 Qualcomms global commercial channel chief has left the chip designer marking its second major channel departure as it ramps up competition against Intel and AMD with the Snapdragon X Series processors. https://t.co/P2pplEU4W3"  
[X Link](https://x.com/DylanOnChips/status/2009699310544531685)  2026-01-09T18:50Z [----] followers, [----] engagements


"Nvidia has become the first company to surpass $100 billion in annual semiconductor revenue as the gap widens between the AI infrastructure giant and other vendors according to Gartner. https://www.crn.com/news/components-peripherals/2026/nvidia-becomes-first-to-surpass-100b-in-annual-semiconductor-revenue-analyst https://www.crn.com/news/components-peripherals/2026/nvidia-becomes-first-to-surpass-100b-in-annual-semiconductor-revenue-analyst"  
[X Link](https://x.com/DylanOnChips/status/2011143820239650883)  2026-01-13T18:30Z [----] followers, [----] engagements


"Semiconductor revenue report: Gartner noted that Intel which ranked fourth with $47.9 billion finished last year with 6% market share half of what it in [----]. Among the top [--] Intel was the only one to see a revenue decline while all others saw double-digit increases"  
[X Link](https://x.com/DylanOnChips/status/2011432157634253245)  2026-01-14T13:36Z [----] followers, [----] engagements


"It's been three years since I came back to CRN which means I've been covering the semiconductor beat for the publication for a total of seven years"  
[X Link](https://x.com/DylanOnChips/status/2011445167652556968)  2026-01-14T14:27Z [----] followers, [----] engagements


"Breaking: Intel has hired an executive who led Qualcomms GPU engineering efforts to aid with the semiconductor giants latest attempt at building AI chips for data centers. https://www.crn.com/news/components-peripherals/2026/intel-hires-qualcomm-executive-to-lead-gpu-engineering-for-data-centers https://www.crn.com/news/components-peripherals/2026/intel-hires-qualcomm-executive-to-lead-gpu-engineering-for-data-centers"  
[X Link](https://x.com/DylanOnChips/status/2012252493913149737)  2026-01-16T19:55Z [----] followers, 113.1K engagements


"@andrewthelling Got a few more details namely that he'll be leading GPU engineering for data center. https://www.crn.com/news/components-peripherals/2026/intel-hires-qualcomm-executive-to-lead-gpu-engineering-for-data-centers https://www.crn.com/news/components-peripherals/2026/intel-hires-qualcomm-executive-to-lead-gpu-engineering-for-data-centers"  
[X Link](https://x.com/DylanOnChips/status/2012254940610035718)  2026-01-16T20:05Z [----] followers, [----] engagements


"@Haze2K1 Got a few more details. https://www.crn.com/news/components-peripherals/2026/intel-hires-qualcomm-executive-to-lead-gpu-engineering-for-data-centers https://www.crn.com/news/components-peripherals/2026/intel-hires-qualcomm-executive-to-lead-gpu-engineering-for-data-centers"  
[X Link](https://x.com/DylanOnChips/status/2012255017030287673)  2026-01-16T20:05Z [----] followers, [----] engagements


"@fx57 A couple more details here on the move: https://www.crn.com/news/components-peripherals/2026/intel-hires-qualcomm-executive-to-lead-gpu-engineering-for-data-centers https://www.crn.com/news/components-peripherals/2026/intel-hires-qualcomm-executive-to-lead-gpu-engineering-for-data-centers"  
[X Link](https://x.com/DylanOnChips/status/2012255212673654943)  2026-01-16T20:06Z [----] followers, [---] engagements


"Eric Demers who recently led Qualcomms GPU efforts as senior vice president of engineering told CRN in a LinkedIn private message that he is starting next week at Intel to lead GPU engineering with a focus on AI as a senior vice president. Breaking: Intel has hired an executive who led Qualcomms GPU engineering efforts to aid with the semiconductor giants latest attempt at building AI chips for data centers. https://t.co/KAof9RvCJ0 Breaking: Intel has hired an executive who led Qualcomms GPU engineering efforts to aid with the semiconductor giants latest attempt at building AI chips for data"  
[X Link](https://x.com/DylanOnChips/status/2012255308467327428)  2026-01-16T20:07Z [----] followers, [----] engagements


"Thanks to @anshelsag for talking to me about the significance of Eric Demers joining Intel and making me finally realize that Adreno is an anagram for Radeon. Breaking: Intel has hired an executive who led Qualcomms GPU engineering efforts to aid with the semiconductor giants latest attempt at building AI chips for data centers. https://t.co/KAof9RvCJ0 Breaking: Intel has hired an executive who led Qualcomms GPU engineering efforts to aid with the semiconductor giants latest attempt at building AI chips for data centers. https://t.co/KAof9RvCJ0"  
[X Link](https://x.com/DylanOnChips/status/2012271688935776692)  2026-01-16T21:12Z [----] followers, [----] engagements


"Intel has hired a former Arm and HPE executive to take on a new leadership role focused on data center systems and solutions as its CEO made another AI-related reorganization CRN has learned. https://www.crn.com/news/components-peripherals/2026/exclusive-intel-taps-ex-arm-hpe-exec-for-data-center-systems-post-amid-ai-reorg https://www.crn.com/news/components-peripherals/2026/exclusive-intel-taps-ex-arm-hpe-exec-for-data-center-systems-post-amid-ai-reorg"  
[X Link](https://x.com/DylanOnChips/status/2013676685581840468)  2026-01-20T18:15Z [----] followers, 11.3K engagements


"Intel said Thursday it expects a shortage of its CPUs to peak in the first quarter as the company indicated that the ongoing AI data center boom is creating unexpectedly high demand for its server processors and could potentially hurt PC chip demand. https://www.crn.com/news/components-peripherals/2026/intel-expects-cpu-shortage-to-peak-before-april-as-ai-boom-drives-server-chip-demand https://www.crn.com/news/components-peripherals/2026/intel-expects-cpu-shortage-to-peak-before-april-as-ai-boom-drives-server-chip-demand"  
[X Link](https://x.com/DylanOnChips/status/2014512802539446528)  2026-01-23T01:37Z [----] followers, [----] engagements


"A Synopsys executive said the engineering software giants new blockbuster alliance with Nvidia will allow its channel partners to solve larger problems faster for customers because of its plan to significantly boost application performance with GPUs. https://www.crn.com/news/software/2025/synopsys-executive-nvidia-deal-will-help-partners-solve-larger-problems-faster https://www.crn.com/news/software/2025/synopsys-executive-nvidia-deal-will-help-partners-solve-larger-problems-faster"  
[X Link](https://x.com/DylanOnChips/status/1999122153690558949)  2025-12-11T14:20Z [----] followers, [----] engagements


"scoop incoming"  
[X Link](https://x.com/DylanOnChips/status/2013670528641314879)  2026-01-20T17:50Z [----] followers, [----] engagements


"Intel's data center boss Kevork Kechichian wrote to staff yesterday. Key takeaways: - Lip-Bu Tan is moving AI group back to Data Center Group a reversal from his early [----] move. - This gives Kechichian oversight of Intel's AI accelerator chip efforts after Tan had the reins"  
[X Link](https://x.com/DylanOnChips/status/2013984655582613546)  2026-01-21T14:38Z [----] followers, 12.6K engagements


"- It means that J-D Allegrucci head of AI SoC engineering now reports to Kechichian. - Kechichian announced the hiring of former Arm and HPE executive Nicolas Dube to lead data center systems and Qualcomm executive Eric Demers to lead GPU IP engineering both reporting to him"  
[X Link](https://x.com/DylanOnChips/status/2013984657289757131)  2026-01-21T14:38Z [----] followers, [----] engagements


"- Kechichian and Dube both worked for Arm as executives at the same time. They likely worked together. Same for Kechichian and Demers for Qualcomm. - More details: https://www.crn.com/news/components-peripherals/2026/exclusive-intel-taps-ex-arm-hpe-exec-for-data-center-systems-post-amid-ai-reorg https://www.crn.com/news/components-peripherals/2026/exclusive-intel-taps-ex-arm-hpe-exec-for-data-center-systems-post-amid-ai-reorg"  
[X Link](https://x.com/DylanOnChips/status/2013984659017720148)  2026-01-21T14:38Z [----] followers, [----] engagements


"Intel's CPU shortage was the main focus of my article on the last earnings call: https://www.crn.com/news/components-peripherals/2025/intel-warns-of-cpu-shortage-as-it-reports-improved-execution-for-comeback-plan Fwiw Intel talked about the CPU shortage THREE months ago on the prior earnings call. People have goldfish memories https://www.crn.com/news/components-peripherals/2025/intel-warns-of-cpu-shortage-as-it-reports-improved-execution-for-comeback-plan Fwiw Intel talked about the CPU shortage THREE months ago on the prior earnings call. People have goldfish memories"  
[X Link](https://x.com/DylanOnChips/status/2014356365188194784)  2026-01-22T15:15Z [----] followers, [----] engagements


"When I started covering Intel in [----] one of the first big stories I covered was an unexpected CPU shortage driven by demand for commercial PCs and servers. There are some echoes of this in today's supply constraints but it is very different because of the AI infra buildout"  
[X Link](https://x.com/DylanOnChips/status/2016885975624884238)  2026-01-29T14:47Z [----] followers, [----] engagements


"9. Nvidia provided a major road map update in March saying that the company plans to release a rack-scale architecture for AI data centers that will connect [---] next-generation GPUs in the second half of 2027"  
[X Link](https://x.com/DylanOnChips/status/2003487286537912437)  2025-12-23T15:26Z 10K followers, [---] engagements


"8. Nvidia said in April that it will build entire AI supercomputers in the United States for the first time thanks to investments its making with Taiwanese manufacturing partners TSMC Foxconn and Wistron"  
[X Link](https://x.com/DylanOnChips/status/2003487288454795641)  2025-12-23T15:26Z 10K followers, [---] engagements


"Tata Consultancy Services plans to offer AMDs Ryzen EPYC and Instinct chips in enterprise computing solutions to customers as part of a new pact with the chip designer. https://www.crn.com/news/components-peripherals/2026/tcs-to-push-amd-s-instinct-epyc-and-ryzen-chips-in-enterprise-ai-pact https://www.crn.com/news/components-peripherals/2026/tcs-to-push-amd-s-instinct-epyc-and-ryzen-chips-in-enterprise-ai-pact"  
[X Link](https://x.com/DylanOnChips/status/2011465729304846540)  2026-01-14T15:49Z [----] followers, [----] engagements


"Microsoft is taking on Amazon and Google with the launch of its Maia [---] AI accelerator chip calling the processor the most performant first-party silicon from any hyperscaler. https://www.crn.com/news/ai/2026/microsoft-takes-on-aws-google-and-nvidia-with-maia-200-ai-chip-launch https://www.crn.com/news/ai/2026/microsoft-takes-on-aws-google-and-nvidia-with-maia-200-ai-chip-launch"  
[X Link](https://x.com/DylanOnChips/status/2016164947659563150)  2026-01-27T15:02Z [----] followers, [----] engagements


"Dave Ditzel founder of AI chip startup Esperanto Technologies is no longer its chairman and has moved to the role of CTO per LinkedIn: The startup's chairman is now Geoffrey Baehr of Esperanto investor Almaz Capital according to its website. https://www.linkedin.com/feed/update/urn:li:activity:6928660951185444864/ https://www.linkedin.com/feed/update/urn:li:activity:6928660951185444864/"  
[X Link](https://x.com/DylanOnChips/status/1524439823104290819)  2022-05-11T17:22Z 10K followers, [--] engagements


"What's Brian Krzanich up to these days The former Intel CEO just became the chief executive of Cerence an automotive AI assistant company that spun out of Nuance Communications. He previously led automotive software supplier CDK Global. https://www.globenewswire.com/news-release/2024/10/07/2958855/0/en/Cerence-Appoints-Brian-Krzanich-as-Chief-Executive-Officer.html https://www.globenewswire.com/news-release/2024/10/07/2958855/0/en/Cerence-Appoints-Brian-Krzanich-as-Chief-Executive-Officer.html"  
[X Link](https://x.com/DylanOnChips/status/1843294868447309932)  2024-10-07T14:18Z 10K followers, [----] engagements


"I wrote [---] articles this year mostly about the semiconductor industry for @CRN (and there are a few more coming). Here are my favorite stories from 2024:"  
[X Link](https://x.com/anyuser/status/1869768468171780534)  2024-12-19T15:35Z 10K followers, 13.3K engagements

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