Recent articles by Stephen Nellis

Sandisk forecasts profit surge, secures supply deal as AI fuels storage demand

Sandisk forecasts profit surge, secures supply deal as AI fuels storage demand

"Customers prefer ‌supply over price".
Stephen Nellis Jan 30 2026, 5:22PM Finance
LinkedIn CEO to take over Office, more AI duties in Microsoft executive shuffle

LinkedIn CEO to take over Office, more AI duties in Microsoft executive shuffle

According to a memo from Microsoft chief executive Satya Nadella.
Stephen Nellis Jun 5 2025, 7:02AM Strategy
Microsoft to offer rival AI models from own data centres

Microsoft to offer rival AI models from own data centres

Unveils new AI tool designed to complete software coding tasks on its own.
Stephen Nellis May 20 2025, 10:04AM Strategy
Lightmatter shows new type of computer chip that could reduce AI energy use

Lightmatter shows new type of computer chip that could reduce AI energy use

Photonic chip uses light beams, not electric signals.
Stephen Nellis Apr 10 2025, 12:51PM Hardware
Amazon unveils Ocelot quantum chip

Amazon unveils Ocelot quantum chip

Hopes to shave years off effort to build commercial quantum computer.
Stephen Nellis Feb 28 2025, 7:51AM Hardware
Chip industry groups slam expected rules in private letter to Biden

Chip industry groups slam expected rules in private letter to Biden

Complaining new export controls were rushed through without consulting them.
Stephen Nellis Jan 15 2025, 1:14PM Hardware
Microsoft introduces its own chips for AI, with eye on cost

Microsoft introduces its own chips for AI, with eye on cost

Bringing key technologies in-house.
Stephen Nellis Nov 16 2023, 6:38AM Hardware
Apple revamps Mac lineup with new family of chips

Apple revamps Mac lineup with new family of chips

Redesigned its graphics processing units for M3 system-on-a-chip.
Stephen Nellis , Staff Writer Oct 31 2023, 12:54PM Hardware
Oracle's NetSuite adds GenAI to finance software

Oracle's NetSuite adds GenAI to finance software

Automatically written collections letters and chaseing down delayed supplies.
Stephen Nellis Oct 18 2023, 9:19AM Software
Oracle to use Ampere's newest chips in cloud offering

Oracle to use Ampere's newest chips in cloud offering

In a boost to the chip company.
Stephen Nellis Sep 20 2023, 12:19PM Hardware
Apple inks new long-term deal with Arm for chip tech

Apple inks new long-term deal with Arm for chip tech

"...extends beyond 2040," according to Arm's initial public offering documents.
Stephen Nellis Sep 6 2023, 10:49AM Hardware
HPE to offer cloud computing service for artificial intelligence

HPE to offer cloud computing service for artificial intelligence

Similar to ChatGPT large language model.
Stephen Nellis Jun 21 2023, 5:19AM Strategy
AMD to ramp up AI chip production this year

AMD to ramp up AI chip production this year

Challenging market leader Nvidia.
Stephen Nellis Jun 14 2023, 6:01AM Hardware
First look at Apple's new Vision Pro headset

First look at Apple's new Vision Pro headset

"Device is not yet meant for a mass market."
Stephen Nellis Jun 7 2023, 7:01AM Hardware
Apple tops revenue and profit estimates

Apple tops revenue and profit estimates

On strong iPhone sales.
Stephen Nellis May 5 2023, 7:09AM Hardware
Amazon Web Services partners with Hugging Face

Amazon Web Services partners with Hugging Face

To target AI developers.
Stephen Nellis Feb 22 2023, 5:26AM Cloud
Chipmakers warming to US's CHIPS bill despite benefits to Intel

Chipmakers warming to US's CHIPS bill despite benefits to Intel

US$52 billion in subsidies and an investment tax credit.
Stephen Nellis Jul 19 2022, 11:53AM Hardware
Apple adds option to buy now, pay later

Apple adds option to buy now, pay later

While developers wait for hints on future mixed-reality headset.
Stephen Nellis Jun 7 2022, 7:21AM Mobility
MediaTek aims at Qualcomm 5G chip market share

MediaTek aims at Qualcomm 5G chip market share

With a new 5G chip it hopes will be used in premium-priced Android phones.
Stephen Nellis Nov 22 2021, 6:54AM Hardware
Qualcomm ready to lose most of iPhone chip supply share

Qualcomm ready to lose most of iPhone chip supply share

As Apple continues to invest in producing its own chips.
Stephen Nellis Nov 17 2021, 6:49AM Hardware

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