The Hot Take: Well was the shortage planned to hasten this?
Chinese memory has apparently started making its way to global vendors, as Corsair's DDR5 modules have been spotted with CXMT DRAM. CXMT Takes Charge of The Global DDR5 Memory Supply Chain As Taiwanese & US Firms Lock In DRAM Supply Towards AI There has been a lot of talk going around CXMT and YMTC flooding the global markets with DRAM and NAND chips, as the AI supercycle has created a tight supply chain around commodity memory and SSDs. There were already reports that the major PC manufacturers have started exploring the integration ofâŚ
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By ckasprzak | TkOut
| May 21, 2026 |
Hardware
The Hot Take: When these start getting traction we'll get GPUs to drop in price.....
While AI GPU giant NVIDIA's chips are widely believed to offer superior total cost of ownership (TCO) compared to custom AI chip alternatives, analysts from Evercore ISI believe that AI engineers are unimpressed by them. NVIDIA CEO Jensen Huang has defended his firm's AI chip price points on multiple occasions by claiming that they offer better performance efficiency compared to peers. However, according to the Evercore report, AI engineers are also focused on other metrics, such as the cost of cooling the chips, when deciding which productsâŚ
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The Hot Take: Just WOW.
AMD has announced that its 6th Gen EPYC processor, codenamed Venice, has entered production ramp on TSMC's N2 process in Taiwan.
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The Hot Take: We are going to need all the fabs we can get here.
ASML CEO Christophe Fouquet said on Wednesday that he has spoken directly with Elon Musk about the TeraFab semiconductor project.
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The Hot Take: So many software updates, seems like they're milking current silicon or having issues with new silicon?
NVIDIA is preparing to showcase a new rendering technique that could move real-time path tracing another step closer to wider game-engine adoption. Scheduled for presentation at the ACM conference on Computer Graphics and Interactive Techniques in May, the companyâs latest research focuses on improving ReSTIR PT, a ...
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By ckasprzak | TkOut
| May 21, 2026 |
Software
The Hot Take: We'll have to see if this take off.... With ARM just entering the market with nvidia we'll have to see if it gains traction.
VMware has quietly debuted a technology preview of its flagship ESX hypervisor that is capable of running on Arm processors and servers. The virtualization giant teased its new tech in a Xeet which piqued our interest and led to the discovery of this document [PDF] on the public internet that explains the hypervisor supports guests running RHEL, Ubuntu, and SUSE, on servers from HPE and Gigabyte powered by Ampere processors, or Supermicroâs ARS-221GL model with an Nvidia Grace processor. The document offers slightly contradictory advice to theâŚ
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The Hot Take: Licensee's mad? I think so.
Arm was notified by the US Federal Trade Commission in early 2026 that it was the subject of an antitrust investigation after the chip designer said it would begin engineering its own processors, according to Bloomberg. The FTC is examining whether Arm used its dominant position in chip licensing to deny or downgrade the quality of CPU blueprints it licenses to others in order to disadvantage rivals. The regulator asked Arm to cooperate and preserve related documents.
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The Hot Take: Can't have other countries get there first. Nat Sec vulnerability for sure.
The US government has taken $2 billion worth of equity stakes in quantum computing companies, including one linked to the Trump family.
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The Hot Take: We shall see. ARM busting in on this market too for servers at least. Nvidia is doing both Desktops and Servers with the world just waiting for its desktop SoC.
NVIDIA claims that the demand for Vera is so bonkers that it could become the worldâs top GPU and CPU supplier this year.
Nvidia recently said its Vera CPUs were in full production, with the first CPU racks hand-delivered to OpenAI, SpaceX, Anthropic and Oracle.
For those who came in late, Vera is a key part of the Extreme Co-Design ecosystem powering Rubin, but it drags Nvidia into the standalone CPU market for the first time.
The Arm-based chip uses 88 custom Olympus cores and is built for agentic AI and inference workloads. NvidiaâŚ
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The Hot Take: NICE, Intel you can send me samples too! :D
Intelâs next desktop CPU family is apparently hitting shipping lanes, albeit as early engineering samples. Nova Lake is expected to be a much bolder reset than merely a routine refresh and could become Intelâs most aggressive swing at the high-end PC market in years, with performance claims that sound almost exaggerated until you remember
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