Semiconductor News by Dylan Martin
@DylanOnChips
News/features about semiconductors from @CRN Senior Editor Dylan Martin. Send tips to [email protected] or dylanljmartin.81 on Signal.
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I wrote 172 articles this year, mostly about the semiconductor industry, for @CRN (and there are a few more coming). Here are my favorite stories from 2024:
Congratulations to our editorial team on recently winning three Eddie Awards as part of @foliomag’s 2025 Eddie and Ozzie Awards for the following pieces! Category: Analysis > B2B Winning Title of Entry: The Rise Of @nvidia, The Fall Of Intel by @CRN Senior Editor @DylanOnChips:…
Our Nov. @CRN Cover Story: How @CrowdStrike became the first “hyperscaler of security" @George_Kurtz says the Falcon Flex subscription model is the "last building block" CrowdStrike needed to do for cybersecurity what AWS did for cloud: crn.com/news/cover-sto…
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. crn.com/news/data-cent…
Nvidia said Wednesday that third-quarter revenue grew to a record $57 billion, marking a 62 percent year-over-year increase that was largely driven by sales of the company’s Blackwell and Blackwell Ultra GPU platforms. My overview of earnings: crn.com/news/component…
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.” crn.com/news/ai/2025/n…
“Demand for AI infrastructure continues to exceed our expectations. The clouds are sold out, and our GPU installed base—both new and previous generations, including Blackwell, Hopper and Ampere—is fully utilized,” Nvidia CFO Colette Kress said.
Nvidia said Wednesday that third-quarter revenue grew to a record $57 billion, marking a 62 percent year-over-year increase that was largely driven by sales of the company’s Blackwell and Blackwell Ultra GPU platforms. My overview of earnings: crn.com/news/component…
In the latest episode of CRN In Depth, @CRN Senior Editor @DylanOnChips speaks with CRN Associate Managing Editor @GeeNarcisi about his reporting on Intel's AI strategy, which is facing a roadblock due to the departure of AI leader Sachin Katti, while @AMD's AI investments are…
This is a jam-packed feature covering the reason Intel CEO Lip-Bu Tan is taking over Sachin Katti's AI group, how Tan has used the departure of Katti and another direct report to make further organizational changes and what Katti said about Intel's new AI strategy.
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. crn.com/news/component…
AMD Sees ‘Very Clear Path’ To Double-Digit Share In Nvidia-Dominated Data Center AI Market @CRN #TwitterDailyBlog #CRNUK #DataCentres #DataHall #DataCenterNews #DylanMartin #ChipDesigner crn.com/news/component…
AMD Buys AI Startup Led By Neuralink Veterans In Ongoing Acquisition Spree @CRN #TwitterDailyBlog #CRNUK #DataCentres #DataHall #DataCenterNews #DylanMartin #AIWorkloads crn.com/news/ai/2025/a…
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. crn.com/news/component…
I put on a Hawaiian shirt to talk about Intel AI chief Sachin Katti's surprise exit and AMD's show of strength at its financial analyst day event this week. youtu.be/fxc-FlVD0gM
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Intel's AI Strategy Setback: CRN In Depth
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. crn.com/news/component…
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