Semiconductor News by Dylan Martin
@dylanonchips.bsky.social
News/features about semiconductors from CRN Senior Editor Dylan Martin. Send tips to [email protected] or dylanljmartin.20 on Signal. Find my articles here: https://www.crn.com/authors/dylan-martin
Lenovo is hoping to win more AI server business with channel partners through a new program that can deliver systems in less than 30 days in some cases, giving the channel potential relief when lead times can stretch out to several months. www.crn.com/news/data-ce...
Lenovo Seeks To Fast-Track AI Server Deals For Partners With New ‘AI Express’ Program
Lenovo is hoping to win more AI server business with channel partners through a new program that can deliver systems in less than 30 days in some cases, giving the channel potential relief when lead t...
www.crn.com
October 1, 2026 at 1:27 PM
Lenovo is hoping to win more AI server business with channel partners through a new program that can deliver systems in less than 30 days in some cases, giving the channel potential relief when lead times can stretch out to several months. www.crn.com/news/data-ce...
As hyperscalers and neoclouds begin to launch offerings based on Nvidia’s new flagship Vera Rubin rack-scale AI platform, one systems integrator is set to deliver what could be the largest deployment of such platforms for an enterprise customer in the channel. www.crn.com/news/data-ce...
How Mark III Won ‘One Of The Largest’ Nvidia AI Factory Enterprise Deals In The Channel
Mark III Systems executive Andy Lin explained to CRN how enterprise trends and its AI factory expertise contributed to a deal TD Synnex is calling “one of the largest” enterprise AI factory deployment...
www.crn.com
September 30, 2026 at 7:05 PM
As hyperscalers and neoclouds begin to launch offerings based on Nvidia’s new flagship Vera Rubin rack-scale AI platform, one systems integrator is set to deliver what could be the largest deployment of such platforms for an enterprise customer in the channel. www.crn.com/news/data-ce...
Couple interesting stories dropping soon.
September 24, 2026 at 5:42 PM
Couple interesting stories dropping soon.
With Softcat acquiring GDT for an “enterprise value” of $1.05 billion, the U.K. solution provider giant is gaining a U.S. systems integration business that has tapped into the rich vein of neocloud activity fueled in part by Nvidia’s investments. www.crn.com/news/data-ce...
Before Sale to Softcat, GDT Tapped Into Nvidia-Fueled Neocloud Gold Rush
With Softcat’s acquisition of GDT, the U.K. solution provider giant is gaining a U.S. systems integration business that has been selling AI infrastructure and related services to roughly 20 neoclouds,...
www.crn.com
September 18, 2026 at 5:39 PM
With Softcat acquiring GDT for an “enterprise value” of $1.05 billion, the U.K. solution provider giant is gaining a U.S. systems integration business that has tapped into the rich vein of neocloud activity fueled in part by Nvidia’s investments. www.crn.com/news/data-ce...
Analysis: Nvidia is once again showing that demand for AI infrastructure is continuing at a breakneck pace, but the vendor has indicated that global production capacity for its chips and systems could fall short of what customers need by roughly $100 billion next year. www.crn.com/news/compone...
Analysis: What Nvidia’s Massive Supply-Demand Gap Says About AI Mania
Nvidia has shown once again that demand for AI infrastructure is continuing at a breakneck pace, but the vendor has indicated that global production capacity for its chips and systems could fall short...
www.crn.com
September 18, 2026 at 2:08 PM
Analysis: Nvidia is once again showing that demand for AI infrastructure is continuing at a breakneck pace, but the vendor has indicated that global production capacity for its chips and systems could fall short of what customers need by roughly $100 billion next year. www.crn.com/news/compone...
Lenovo is seeking to help channel partners navigate virtualization modernization issues for customers with a new set of infrastructure solutions and services—regardless of whether they are moving on from VMware due to fallout from its sale to Broadcom. www.crn.com/news/data-ce...
Lenovo Exec: New Virtualization Solutions Will Aid Partners In Modernization Push, With Or Without VMware
Lenovo is seeking to help channel partners navigate virtualization modernization issues for customers with a new set of infrastructure solutions and services—regardless of whether they are moving on f...
www.crn.com
September 16, 2026 at 5:21 PM
Lenovo is seeking to help channel partners navigate virtualization modernization issues for customers with a new set of infrastructure solutions and services—regardless of whether they are moving on from VMware due to fallout from its sale to Broadcom. www.crn.com/news/data-ce...
Reposted by Semiconductor News by Dylan Martin
Intel spin-off Cornelis Networks is expanding beyond its traditional business to challenge Nvidia in scale-up networking with the potential backing of Qualcomm and $205 million in new funding. And yes, it will support UALink. Interview with CEO here: www.crn.com/news/compone...
Cornelis Mounts Scale-Up Challenge To Nvidia, Teases Potential Qualcomm Tie-Up
Intel spin-off Cornelis Networks is expanding beyond its traditional business to challenge Nvidia in scale-up networking with the potential backing of Qualcomm and $205 million in new funding.
www.crn.com
September 14, 2026 at 6:40 PM
Intel spin-off Cornelis Networks is expanding beyond its traditional business to challenge Nvidia in scale-up networking with the potential backing of Qualcomm and $205 million in new funding. And yes, it will support UALink. Interview with CEO here: www.crn.com/news/compone...
Intel spin-off Cornelis Networks is expanding beyond its traditional business to challenge Nvidia in scale-up networking with the potential backing of Qualcomm and $205 million in new funding. And yes, it will support UALink. Interview with CEO here: www.crn.com/news/compone...
Cornelis Mounts Scale-Up Challenge To Nvidia, Teases Potential Qualcomm Tie-Up
Intel spin-off Cornelis Networks is expanding beyond its traditional business to challenge Nvidia in scale-up networking with the potential backing of Qualcomm and $205 million in new funding.
www.crn.com
September 14, 2026 at 6:40 PM
Intel spin-off Cornelis Networks is expanding beyond its traditional business to challenge Nvidia in scale-up networking with the potential backing of Qualcomm and $205 million in new funding. And yes, it will support UALink. Interview with CEO here: www.crn.com/news/compone...
In this video, I talk about what could be holding Qualcomm, Nvidia and AMD back from bringing new data center products like the Dragonfly CPU, Groq LPX 3 rack and Instinct GPU to a wider set of customers through the channel. www.youtube.com/watch?v=mDel...
Qualcomm’s $60B AWS Deal: AI Infrastructure Opportunities Ahead For the Channel?
YouTube video by CRN
www.youtube.com
September 11, 2026 at 1:15 PM
In this video, I talk about what could be holding Qualcomm, Nvidia and AMD back from bringing new data center products like the Dragonfly CPU, Groq LPX 3 rack and Instinct GPU to a wider set of customers through the channel. www.youtube.com/watch?v=mDel...
Exclusive: Netherlands-based AI chip startup Axelera AI has more than quadrupled its partner roster to over 60 partners since launching its global partner program in June of last year to generate demand for its energy-efficient AI accelerator chips. www.crn.com/news/compone...
Exclusive: This Nvidia Rival Has Quadrupled Its Partner Roster As It Looks Beyond Edge AI
While Nvidia continues to expand its increasingly massive AI infrastructure empire, partner interest is growing in Axelera AI, a smaller chip design firm has been expanding its purview beyond edge AI ...
www.crn.com
September 10, 2026 at 2:59 PM
Exclusive: Netherlands-based AI chip startup Axelera AI has more than quadrupled its partner roster to over 60 partners since launching its global partner program in June of last year to generate demand for its energy-efficient AI accelerator chips. www.crn.com/news/compone...
Reposted by Semiconductor News by Dylan Martin
A new deal with Amazon Web Services is giving credence to Qualcomm’s ambition to become a major chip player in the data center market, but it may take some time for the vendor to challenge Intel, AMD and Nvidia in the server channel. www.crn.com/news/compone...
Analysis: Does Qualcomm’s AWS Server Chip Deal Signal A Channel Shakeup?
A new deal with Amazon Web Services is giving credence to Qualcomm’s ambition to become a major chip player in the data center market, but it may take some time for the vendor to challenge Intel, AMD ...
www.crn.com
September 9, 2026 at 4:58 PM
A new deal with Amazon Web Services is giving credence to Qualcomm’s ambition to become a major chip player in the data center market, but it may take some time for the vendor to challenge Intel, AMD and Nvidia in the server channel. www.crn.com/news/compone...
A new deal with Amazon Web Services is giving credence to Qualcomm’s ambition to become a major chip player in the data center market, but it may take some time for the vendor to challenge Intel, AMD and Nvidia in the server channel. www.crn.com/news/compone...
Analysis: Does Qualcomm’s AWS Server Chip Deal Signal A Channel Shakeup?
A new deal with Amazon Web Services is giving credence to Qualcomm’s ambition to become a major chip player in the data center market, but it may take some time for the vendor to challenge Intel, AMD ...
www.crn.com
September 9, 2026 at 4:58 PM
A new deal with Amazon Web Services is giving credence to Qualcomm’s ambition to become a major chip player in the data center market, but it may take some time for the vendor to challenge Intel, AMD and Nvidia in the server channel. www.crn.com/news/compone...
Nvidia’s $12.9 billion blockbuster deal to acquire open model repository Hugging Face has the potential to help the AI infrastructure giant boost enterprise AI adoption and grease the wheels for its robotics business, channel partners told CRN. www.crn.com/news/ai/2026...
Nvidia’s $12.9B Hugging Face Deal Will Aid Enterprise AI Push: Partners
Nvidia’s $12.9 billion blockbuster deal to acquire open model repository Hugging Face has the potential to help the AI infrastructure giant boost enterprise AI adoption and grease the wheels for its r...
www.crn.com
September 4, 2026 at 4:32 PM
Nvidia’s $12.9 billion blockbuster deal to acquire open model repository Hugging Face has the potential to help the AI infrastructure giant boost enterprise AI adoption and grease the wheels for its robotics business, channel partners told CRN. www.crn.com/news/ai/2026...
The leader of Lenovo’s North America business called the rising backlash against data centers “one of the several constraints” faced by the tech industry, but he said the Chinese PC giant has not seen any slowdown in AI demand. www.crn.com/news/data-ce...
Lenovo Leader Calls Data Center Backlash A ‘Constraint’ But Sees No AI Slowdown
The leader of Lenovo’s North America business called the rising backlash against data centers “one of the several constraints” faced by the tech industry, but he said the Chinese PC giant has not seen...
www.crn.com
August 28, 2026 at 4:19 PM
The leader of Lenovo’s North America business called the rising backlash against data centers “one of the several constraints” faced by the tech industry, but he said the Chinese PC giant has not seen any slowdown in AI demand. www.crn.com/news/data-ce...
Reposted by Semiconductor News by Dylan Martin
Intel’s share in the x86 CPU market for PCs and servers fell under 70 percent for the first time since 1995, marking a 31-year low for the semiconductor giant, even as AI spending fueled historic growth for its data center business. www.crn.com/news/compone...
Intel’s CPU Market Share Falls To 31-Year Low As AI Mania Fuels Record Growth
Intel’s share in the x86 CPU market for PCs and servers fell under 70 percent for the first time since 1995, marking a 31-year low for the semiconductor giant, even as AI spending fueled historic grow...
www.crn.com
August 24, 2026 at 4:06 PM
Intel’s share in the x86 CPU market for PCs and servers fell under 70 percent for the first time since 1995, marking a 31-year low for the semiconductor giant, even as AI spending fueled historic growth for its data center business. www.crn.com/news/compone...
Intel’s share in the x86 CPU market for PCs and servers fell under 70 percent for the first time since 1995, marking a 31-year low for the semiconductor giant, even as AI spending fueled historic growth for its data center business. www.crn.com/news/compone...
Intel’s CPU Market Share Falls To 31-Year Low As AI Mania Fuels Record Growth
Intel’s share in the x86 CPU market for PCs and servers fell under 70 percent for the first time since 1995, marking a 31-year low for the semiconductor giant, even as AI spending fueled historic grow...
www.crn.com
August 24, 2026 at 4:06 PM
Intel’s share in the x86 CPU market for PCs and servers fell under 70 percent for the first time since 1995, marking a 31-year low for the semiconductor giant, even as AI spending fueled historic growth for its data center business. www.crn.com/news/compone...
Qualcomm said Thursday that it has hired the former president of Lenovo’s Motorola division to lead the businesses for its PC, smartphone and mixed reality device chips as it seeks to tap into the channel to diversify its revenue. www.crn.com/news/compone...
Qualcomm Hires Top Lenovo Exec To Lead PC, Phone And AI Device Businesses
Qualcomm said it has hired the former president of Lenovo’s Motorola division to lead the businesses for its PC, smartphone and mixed reality device chips as it seeks to tap into the channel to divers...
www.crn.com
August 20, 2026 at 6:42 PM
Qualcomm said Thursday that it has hired the former president of Lenovo’s Motorola division to lead the businesses for its PC, smartphone and mixed reality device chips as it seeks to tap into the channel to diversify its revenue. www.crn.com/news/compone...
Nvidia has appointed 26-year HPE veteran Monica Gille as vice president of global partnerships, a role that she said will see her lean on the channel to boost adoption of the company’s enterprise AI and software products. www.crn.com/news/compone...
Nvidia Taps 26-Year HPE Sales Veteran Monica Gille To Lead Global Partnerships
Nvidia has appointed 26-year HPE veteran Monica Gille as vice president of global partnerships, a role that she said will see her lean on the channel to boost adoption of the company’s enterprise AI a...
www.crn.com
August 18, 2026 at 12:58 PM
Nvidia has appointed 26-year HPE veteran Monica Gille as vice president of global partnerships, a role that she said will see her lean on the channel to boost adoption of the company’s enterprise AI and software products. www.crn.com/news/compone...
Reposted by Semiconductor News by Dylan Martin
Lenovo said that last quarter was the best in the company’s history, fueled in part by ongoing AI demand that has constrained component supplies and prompted hardware price increases amid other ripple effects in the channel. www.crn.com/news/computi...
AI Demand Helps Lenovo Hit Record Revenue Amid Price Increases, Supply Crunch
Lenovo said that last quarter was the best in the company’s history, fueled in part by ongoing AI demand that has constrained component supplies and prompted hardware price increases amid other ripple...
www.crn.com
August 14, 2026 at 5:25 PM
Lenovo said that last quarter was the best in the company’s history, fueled in part by ongoing AI demand that has constrained component supplies and prompted hardware price increases amid other ripple effects in the channel. www.crn.com/news/computi...
Lenovo said that last quarter was the best in the company’s history, fueled in part by ongoing AI demand that has constrained component supplies and prompted hardware price increases amid other ripple effects in the channel. www.crn.com/news/computi...
AI Demand Helps Lenovo Hit Record Revenue Amid Price Increases, Supply Crunch
Lenovo said that last quarter was the best in the company’s history, fueled in part by ongoing AI demand that has constrained component supplies and prompted hardware price increases amid other ripple...
www.crn.com
August 14, 2026 at 5:25 PM
Lenovo said that last quarter was the best in the company’s history, fueled in part by ongoing AI demand that has constrained component supplies and prompted hardware price increases amid other ripple effects in the channel. www.crn.com/news/computi...
Just saw that I'm part of a starter pack for PC hardware news and reviews. Thanks for including me, @hardwareunboxed.bsky.social! go.bsky.app/FFRvorE
August 12, 2026 at 1:23 PM
Just saw that I'm part of a starter pack for PC hardware news and reviews. Thanks for including me, @hardwareunboxed.bsky.social! go.bsky.app/FFRvorE
I am back from parental leave and ready to continue reporting on the hardware hellscape (heavenscape?).
August 11, 2026 at 1:55 PM
I am back from parental leave and ready to continue reporting on the hardware hellscape (heavenscape?).
After Intel nearly killed off the Omni-Path high-speed interconnect and spun it off into a new company years ago, a systems integration partner says the InfiniBand alternative is starting to take off with high-performance computing customers amid a renewed AI push. www.crn.com/news/network...
Intel Almost Killed Off Omni-Path. Now A Partner Says The Tech Is Winning Against Nvidia.
After Intel nearly killed off the Omni-Path high-speed interconnect technology and spun it out into a new company called Cornelis Networks, one systems integrator said he’s starting to see traction fo...
www.crn.com
May 18, 2026 at 1:43 PM
After Intel nearly killed off the Omni-Path high-speed interconnect and spun it off into a new company years ago, a systems integration partner says the InfiniBand alternative is starting to take off with high-performance computing customers amid a renewed AI push. www.crn.com/news/network...
Intel’s AI chip strategy is coming into shape around the idea of inference and agentic AI workloads powered by GPUs in tandem with other types of processors after years of struggles to gain a foothold in the Nvidia-dominated accelerator chip market. www.crn.com/news/compone...
How Intel’s AI Chip Strategy Is Coming Into Shape After Years Of Struggles
Intel’s AI chip strategy is coming into shape around the idea of inference and agentic AI workloads powered by GPUs in tandem with other types of processors after years of struggles to gain a foothold...
www.crn.com
May 11, 2026 at 7:19 PM
Intel’s AI chip strategy is coming into shape around the idea of inference and agentic AI workloads powered by GPUs in tandem with other types of processors after years of struggles to gain a foothold in the Nvidia-dominated accelerator chip market. www.crn.com/news/compone...
AMD smashed its own expectations for first-quarter revenue in large part thanks to a 57 percent year-over-year increase in data center sales, which not only got a boost from its Instinct GPUs but also from its EPYC CPUs in the face of pent-up AI demand. www.crn.com/news/compone...
AMD’s Fast Data Center Growth Extends To Enterprise Amid Big Channel Push
AMD smashed its own expectations for first-quarter revenue in large part thanks to a 57 percent year-over-year increase in data center sales, which not only got a boost from its Instinct GPUs but also...
www.crn.com
May 6, 2026 at 12:53 AM
AMD smashed its own expectations for first-quarter revenue in large part thanks to a 57 percent year-over-year increase in data center sales, which not only got a boost from its Instinct GPUs but also from its EPYC CPUs in the face of pent-up AI demand. www.crn.com/news/compone...