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Intel targets the AI inference market with Crescent Island, using air cooling and LPDDR5 memory to drastically undercut rival chip costs.

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Dell (DELL) and Apple (AAPL) are both AI hardware stories, but they are very different stocks right now. Dell is the cleaner near-term AI infrastructure winner, especially after its latest earnings showed massive demand for AI servers and traditional servers. Meanwhile, Apple is the higher-quality consumer ecosystem bet, but its AI payoff is still less visible and depends more on future product execution. So, in simple terms, Dell has the stronger current AI numbers, while Apple has the stronger

A €75 billion commitment to France and a fresh push into PCs — Softbank and Nvidia lead the AI headlines as June gets underway.

Nvidia CEO Jensen Huang unveiled a long-awaited Arm-based PC chip, breaking into PCs for the first time on new laptops by Dell, Microsoft, HP, ASUS and others.

Dell unveiled a lower-priced XPS 13 for students and budget buyers as it ramps up competition with Apple in the affordable laptop market.

Nvidia has unveiled a new chip that puts AI capabilities directly into laptops and desktop computers, pitting it against the likes of Advanced Micro Devices, Intel and Apple. Nvidia CEO Jensen Huang, who is in Taiwan for ‌the Computex conference, said on the Monday that the RTX Spark PC chip is part of Nvidia's effort with Microsoft to "reinvent the PC" for ‌the AI era after three years of collaboration between the companies. The chip, which industry experts said would overhaul engagement with AI, is designed to run AI agents locally rather than relying solely on cloud ​computing.