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David Altavilla
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@DaveAltavilla

David Altavilla

@DaveAltavilla
Semiconductor analyst at HotTech.com. Editor-in-Chief @HotHardware. I explain AI, CPUs, GPUs, data centers and the technologies shaping what's next.
Boston, MA
hottech.com
Joined May 2008
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  • @DaveAltavilla
    David Altavilla
    @DaveAltavilla
    16h
    AI infrastructure is about more than GPUs, CPUs and memory. Precision timing plays a critical role in keeping all compute resources and data movement synchronized. My longtime friend and business partner @MarcoChiappetta and I sat down with @SiTimeCorp CEO Rajesh Vashist to dig
    SiTime CEO On The Critical Timing Technology Powering The AI Boom
    From youtube.com
  • @DaveAltavilla
    David Altavilla
    @DaveAltavilla
    19h
    NVIDIA’s $3.5B investment in MediaTek adds another important piece to its NVLink Fusion strategy. @MediaTek is adopting NVLink Fusion as a foundation for custom AI silicon, giving hyperscalers and cloud providers another path to build differentiated XPUs while plugging them
    NVIDIA’s $3.5B MediaTek Deal Supercharges NVLink Fusion For Custom AI Chips
    From hothardware.com
  • @DaveAltavilla
    David Altavilla
    @DaveAltavilla
    Aug 27
    NVIDIA’s earnings last night were another reminder of just how much momentum remains behind the AI infrastructure buildout. The company delivered $96.2 billion in quarterly revenue, up 106% YoY, with Data Center alone reaching $89 billion. @nvidia is now guiding to $108 billion
    NVIDIA Voyager
    NVIDIA Announces Financial Results for Second Quarter Fiscal 2027
    From nvidianews.nvidia.com
  • @DaveAltavilla
    David Altavilla
    @DaveAltavilla
    Aug 25
    . @hotchipsorg 2026 so far has offered a pretty clear signal about how AI architectures are being refined for better throughput and efficiency. Raw compute still matters, of course, but data movement, keeping memory closer to compute resources, and minimizing the power and
    Hot Chips 2026: Efficient Data Movement Is Shaping The AI Race
    From linkedin.com
  • @DaveAltavilla
    David Altavilla
    @DaveAltavilla
    Aug 25
    .@Qualcomm just pushed its next-gen Oryon CPU to 5GHz in mobile, but the clock speed isn't the most interesting part for me. The new FlexCache architecture allows Prime cores to dynamically tap into a larger shared cache pool, keeping more data close to the CPU and reducing
    Qualcomm Hits 5GHz Mobile Milestone With Oryon CPU And FlexCache Architecture
    From hothardware.com
    2
SiTime Corp
SITM
$565.42
+1.36%
NVIDIA Corp
NVDA
$220.78
+1.48%
Qualcomm Inc
QCOM
$170.48
+3.83%