Home › Chips & Hardware › ReportChips & Hardware · ReportNvidia's AI CPU Push Threatens Intel and AMDTrade pressSlicast · September 21, 2026 at 21:05 UTC · Global · Source: 247 Wall St.importance 82Read the originalShareCompanies in this storyNvidiaCapex history →IntelCapex history →AMDCapex history →Related reportsChips & HardwareNvidia Vera Rubin HBM4: Jensen Huang Confirms All Three Suppliers in Production for Q3 Ship2026-09-22Chips & HardwareMarvell announced industry-first 2nm optical chips designed to address the AI 'power wall' for interconnects and power delivery.2026-09-22Chips & HardwareHigh Bandwidth Memory (HBM) is sold out through 2027, with Micron customers facing acute shortages as demand outpaces supply.2026-09-22Chips & HardwareQualcomm demonstrates new AI interconnect technology for data center and server applications, signaling a pivot from handset-focused silicon toward GPU interconnect.2026-09-22Chips & HardwareCorning demonstrates AI optical interconnect capability using fiber, spurring adoption in data center networking; optical suppliers Lumentum, Coherent, and Applied Optoelectronics also advance.2026-09-22