Data Center

After 35 years as the Switzerland of semiconductors — licensing chip designs to anyone with a checkbook — Arm Holdings just crossed the Rubicon. It built its own chip. Not a demo. Not a reference design you’ll never see in production. A 136-core data center processor called the AGI CPU, fabricated on TSMC’s 3nm process, with Meta signed on as the debut customer. This isn’t incremental. This is tectonic. The Hardware: 136 Cores of Pure Intent The specs read like Arm had something to prove. ...

The AI boom isn’t slowing down. It’s accelerating so fast that even Nvidia’s own forecasts can’t keep up. On Wednesday, Nvidia reported fiscal Q4 2026 results that didn’t just beat Wall Street estimates — they made them look quaint. Revenue hit $68.13 billion against expectations of $66.21 billion. Net income nearly doubled year-over-year to $43 billion. And then Jensen Huang’s team dropped a next-quarter forecast of $78 billion that left analysts scrambling to update their models. ...

If you needed proof the AI supercycle isn’t slowing down, Nvidia just handed it to you — on a $68 billion silver platter. Wednesday evening, the chipmaker reported fiscal Q4 2026 results that beat Wall Street across the board. Revenue hit $68.13 billion, blowing past the $66.21 billion consensus. Earnings per share landed at $1.62 versus the expected $1.53. Net income nearly doubled to $43 billion — in a single quarter. ...