Exclusive: As part of a deal with neocloud provider Nebius, U.S. distribution giant TD Synnex has reserved over 1,000 high-end Nvidia GPUs in the cloud to help solution providers overcome supply constraints and get their customers moving on AI projects. www.crn.com/news/ai/2026...
Exclusive: Intel plans to disclose to staff the “scope and nature” of its involvement with Elon Musk’s ambitious “Terafab” chip manufacturing project in the “coming weeks,” according to a memo its CEO, Lip-Bu Tan, sent last week. www.crn.com/news/compone...
Intel CEO Lip-Bu Tan said that the company’s hiring of Zoom COO Aparna Bawa to serve as its chief legal and people officer is “central” to its transformation, according to a Thursday memo he sent to employees that was seen by CRN. www.crn.com/news/compone...
That sure is a cool job you got there.
I wrote a cover story for CRN last month detailing the myriad of ways that the memory shortage is threatening the profitability of IT resellers, which includes some of Nvidia's top partners from the past few years.
The AI boom is not lifting all boats in the IT world. www.crn.com/news/cover-s...
It's driving these partners, which include one of the largest solution providers in the U.S., to seek server opportunities with other OEMs, including Dell Technologies, HPE and Lenovo. www.crn.com/news/network...
My publication, CRN, has been closely covering the fallout of the memory shortage on IT resellers, who drive a huge volume of sales for OEMs.
Most recently, Cisco channel partners say they are losing as much as 8 percent on margin for Cisco server sales due to the OEM ending deal registration.
In other words, we should expect to see a larger impact on supply and pricing for hardware—and not just for IT resellers but also, critically, end customers—in the second quarter from component shortages. www.crn.com/news/channel...
"Q2 is a different story."
"I believe that the [average sale price] increase impact will increase because when you look at the backlog, we are starting to see some significant price increases."
The CEO of one of the world's largest distributors on how it shielded IT resellers from rising component costs:
"We had anticipated memory price or the component price increases, and we built a good inventory... We basically helped our resellers navigate brutal price increases."
But it won't last.
Intel said Wednesday that it will spend $14.2 billion to repurchase the minority interest held by a private equity firm in a joint venture related to its fabrication plant in Ireland. www.crn.com/news/compone...
it's just a lil' guy...
An AMD executive told me that he expects his company to "gain even more market share" due to Intel's self-admitted misstep in removing multithreading from the upcoming Xeon "Diamond Rapids" CPUs.
"We’re going to take advantage of it," another said.
www.crn.com/news/compone...
Tracy Kidder, the author of "The Soul of a New Machine," easily one of the best books about the computer industry, died on Tuesday. He has been an inspiration to me, and I'm glad I got to meet him once. www.nytimes.com/2026/03/25/b...
Intel executive David Feng confirmed to CRN this week that the company has raised CPU prices for OEMs in part because of the chipmaker’s ongoing supply constraints. www.crn.com/news/compone...
Intel’s push to sell its new Core Ultra Series 3 “Panther Lake” chips for commercial PCs will help it regain share in the broader market segment, a company executive told CRN.
"We believe we’re well positioned."
Details on Panther Lake w/ vPro launch: www.crn.com/news/compone...
At Q&A during Nvidia's GTC event, Jensen Huang was asked if he has any red lines on what he thinks AI shouldn't be used for. He didn't identify any red lines, saying at one point, "I've got my own opinions, but in the final analysis, we need AI to do a lot of great things for us."
Nvidia’s Americas channel chief said this year’s award-winning channel partners stand out for embracing the company’s AI infrastructure technologies to help the many enterprises that are still trying to figure out how to best use AI. www.crn.com/news/ai/2026...
Nvidia said Monday that it’s adding one more processor to the six-chip Vera Rubin platform it has heralded as the next big leap in AI computing: the Groq language processing unit. It also revealed new Vera CPU, BlueField-4 and Spectrum-6 racks. www.crn.com/news/compone...
Nvidia announces the Nvidia Groq 3 LPX, an inference server rack featuring 256 Groq 3 LPUs and 128GB of on-chip SRAM, available in H2 2026 (Dylan Martin/CRN)
Main Link | Techmeme Permalink
Nvidia plans to use Intel’s Xeon 6 chips as the host CPU for the AI infrastructure giant’s upcoming DGX Rubin NVL8 systems as it makes a bigger push into the CPU market. www.crn.com/news/compone...
Analysis: Nvidia’s push to provide the essential components and systems for AI infrastructure received a major validation point last month when the company revealed that its annual networking revenue surpassed that of Cisco’s. www.crn.com/news/network...
Cover story: The ripple effects of the AI-driven memory shortage are putting an unprecedented level of pressure on the profits made by solution providers, including some Nvidia channel partners. The AI boom is not raising all boats in the IT sector. www.crn.com/news/cover-s...
hot dang
The executive who led Intel’s efforts to win over customers for its contract chip manufacturing business has left the company for a top role at Qualcomm. www.crn.com/news/compone...
Nvidia said Wednesday that it saw the largest sequential growth in company history for the fourth quarter as it claimed to be the “world’s largest networking business.” www.crn.com/news/ai/2026...
Lenovo North America President Ryan McCurdy is urging channel partners to prioritize the positioning of top-selling data center and PC products to help customers fight against mounting hardware costs in the face of the global memory shortage. www.crn.com/news/computi...
Hello. Did anyone else besides me see that with Pure Storage's rebranding as Everpure, it chose the same name as a maker of something for deodorizing protein shakers and sports bottles, another making skin care products, and several other companies?
tinyurl.com/bptz54ae
