The Hot Take: Ai usage growing pretty steady and fast it would appear.
Anthropic is partnering with SpaceX to ease capacity constraints that have stranded Claude customers, a gesture that may soothe developer discontent about service availability and cost. Ami Vora, chief product officer at Anthropic, announced the expanded rate limits during Code for Claude, a developer event livestreamed from San Francisco. "As of today, we are increasing rate limits for developers on Claude Code and the Claude Platform," said Vora. "More specifically, we are doubling Claude Code's five-hour rate limits for Pro, Max, Team, and seat-based enterprise plans. And we're raising our API limits considerably for Claude Opus." Anthropic is also ending its peak hours limit reduction on Claude Code for Pro and Max accounts. The AI biz is able to do this, she explained, thanks to a partnership with SpaceX that expands available inference capacity. Anthropic has struck a deal to use "all the capacity of [SpaceX’s] Colossus 1 data center." According to SpaceX, "Colossus 1 features over 220,000 Nvidia GPUs, including dense deployments of H100, H200, and next-generation GB200 accelerators." The deal adds more than 300 megawatts of new capacity within the month and follows similar compute arrangements with Amazon and Google/Broadcom. The company's insatiable hunger for processing power may even take it into space. Anthropic says that it "expressed interest in partnering with SpaceX to develop multiple gigawatts of orbital AI compute capacity." In recent months, Anthropic has struggled to meet unexpected demand for Claude services – its models became sufficiently capable to win over skeptical developers and usage patterns shifted as a result of the popularity of OpenClaw's long-running agents. "Year over year, API volume is up nearly 17x on the cloud platform," said Vora. "And on Claude Code, the average developer is now spending 20 hours per week running Claude." Amid this growing popularity, Anthropic has also wrestled with bugs that affected model performance. During her presentation, Vora tempered expectations by noting that no new model would be announced. Instead, she presided over a review of new and recent Claude features in an effort to frame model improvements as exponential. The salient exponent here would be two – the doubling of Claude's five-hour rate limits. Model performance, as measured by benchmarks, has been incremental. Opus 4.7 is a few percentage points better than Opus 4.6 in various measurements, not twice as capable or more. That didn't stop Vora from claiming, "even though model capabilities are improving on an exponential, most organizations are still adopting AI on a linear path." Vora's use of "exponential" may be more of a thematic framing device than a literal assertion of progress, a device to draw a contrast between Claude's capabilities and a more cautious pace of corporate AI adoption. She cast the upcoming feature review as an opportunity for customers to see where Claude development is headed, "So you can plan for it and ride the exponential with us." The remainder of the presentation consisted of a summary of recent Claude feature improvements. These include: multi-agent orchestration, outcomes, and dreaming – a capability that showed up in the recent Claude Code source leak. "With Dreaming," explained Angela Jiang, head of product for the Claude platform, "Claude is actually able to self-learn. It's able to actually inspect over its previous sessions, figure out skills that it missed, lessons it should have learned, and actually apply those directly to memory on its own." Boris Cherny, head of Claude Code, took a turn on stage to remind everyone about Routines, a way to trigger and run Claude jobs locally or on cloud servers. "Routines can be run on a schedule, they can be kicked off by webhooks, or they can even be kicked off by arbitrary API calls, you can run them locally on your machine or on remote cloud compute," he said. Cherny said, "for me personally, a lot of my code nowadays is written by routines. I'm not the one doing the prompting. I'm the one creating a routine that does the prompting." Who wouldn't want to "ride the exponential" when one's company is paying the API bill? ®
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By ckasprzak | TkOut
| May 8, 2026 |
Hardware
The Hot Take: Ai & GPUs need that bandwidth.
Rambus wants to address ongoing AI bandwidth problems with its new PCIe 7.0 Switch IP that features Time Division Multiplexing. Rambus Introduces PCIe 7.0 Switch IP with Time Division Multiplexing for Scalable AI and Data Center Infrastructure Press Release: Rambus, a premier chip and silicon IP provider making data faster and safer, today announced the Rambus PCIe 7.0 Switch IP with Time Division Multiplexing (TDM), a new addition to its advanced interconnect IP portfolio designed to address the rapidly escalating bandwidth, latency, and scalability requirements of AI, cloud, and high-performance computing (HPC) systems. As AI infrastructure grows in scale and architectural complexity, […]Read full article at https://wccftech.com/rambus-bets-on-time-division-multiplexing-to-fix-pcie-7-0-for-ai-workloads/
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By ckasprzak | TkOut
| May 8, 2026 |
Software
The Hot Take: I'm so glad I've gotten the Lifetime pass, but as they up the price it only becomes a target to revoke in the coming future....
Plex's Remote Watch Pass is getting a 50% price hike starting June 1, 2026. Plex introduced the Remote Watch Pass in April 2025 as a cheaper alternative to the Plex Pass. Remote Watch Pass allows users to remotely stream from any Plex Media Server that a user has access to.
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The Hot Take: I feel this is FAR off, probably past PCIe 8.0 that just got written out.
Nvidia invests $300 million in Corning to help partners that deploy its hardware in the U.S. to get enough of optical fiber, grant Nvidia control over a significant chunk of domestic fiber production.
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The Hot Take: So was ARM not breaking into the WinTel market so they shifted to Ai market or are they just chasing the highest dollars?
Investment bank UBS reckons agentic AI will send CPU demand soaring, with Arm and AMD best placed to grab the spoils.
UBS analysts believe the growth of agentic AI software will drive strong demand for CPUs in the AI era. The bank said agentic AI increases processor workloads and favours chips with higher core counts and better power efficiency.
That view gives Arm the biggest potential upside, followed by AMD. Intel could benefit too, since a growing total addressable market tends to lift more than one silicon boat.
In fresh coverage of British chip design house Arm, UBS said CPU demand is surging. The bank said agentic AI computing will favour chips with higher core counts and a bias towards power efficiency.
UBS reckons the total server market could grow five times by calendar year 2030. It put the figure at $170bn, up from $30bn in calendar year 2025.
Within that market, UBS expects Arm to benefit the most. The bank said Arm could potentially grab as much as 40-45 per cent of the total share, which would make the x86 crowd choke on its roadmaps.
The bank’s report cited expert comments behind three main themes explaining the surge in CPU demand. The first is that agentic AI workloads rely more heavily on CPU cores.
That shift is expected to require a three- to fivefold increase in CPU core counts per user and per GPU. Servers with standalone CPUs will need more chips, which is the kind of problem chip sellers enjoy having.
UBS said that demand for agentic AI will push some workloads to local PCs. It pointed to Anthropic’s Claude Code as an example.
The need for higher core counts and power efficiency should tilt demand first towards Arm and then AMD. That sounds grim for anyone still selling yesterday’s watt-guzzling boxes as tomorrow’s AI answer.
Chipzilla could still serve this market through its Coral Rapids platform, according to UBS. The catch is that benefiting from a bigger market and winning the best bits of it are not quite the same trick.
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The Hot Take: This gives me hope that the DIY market isn't dying. As it looks like it's dying a slow death with lack of refresh updates and availability due to "Ai Demand".
A new supply chain report has revealed what appears to be Intel’s processor roadmap through 2028, outlining several upcoming CPU architectures including Nova Lake, Razor Lake, Titan Lake, and Moon Lake.
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The Hot Take: While clawing back your market looking ahead as Google and Microsoft have been getting all the headlines with their "Quantum" Chips. Now if they can program quantum computers we might actually make a huge break through. Only thing is we'd be starting at where the 60s where with computers, large and clunky for sure.
QuantWare's US$178 million Series B round aims to accelerate the global rollout of larger, industrial-scale quantum processors, promising hyperscale quantum compute through its VIO-40K architecture and KiloFab foundry — a development that could reshape supply chains, national technology capabilities, and industrial adoption for countries seeking scalable quantum computing.
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The Hot Take: MacRumors posting about it give it more merrit to me.
Apple has held "exploratory" talks with Intel and Samsung about manufacturing the main processors for its devices in the United States, reports Bloomberg ($).
Apple is said to have had early-stage talks with Intel about using its chipmaking services, while Apple executives have reportedly visited a Samsung plant under construction in Texas that will also make advanced chips.
The talks are said to be preliminary, and no orders have been made so far, according to the report's sources who asked not to be identified. Apple is also said to have concerns about using technology that is not made by its longtime chip partner, Taiwan Semiconductor Manufacturing Company (TSMC), so the talks could still go nowhere.
Apple is said to be seeking potential additional suppliers beyond TSMC as a way to avoid recent shortages almost entirely driven by the current build-out of AI data centers.
Heavy demand for Mac mini and Mac Studio models - sought-after because of their suitability for running local AI models - is also said to have been another factor. On an earnings call last week, Apple CEO Tim Cook acknowledged that Mac mini and Mac Studio supply is constrained, and he said it may take "several months" for Apple to achieve supply-demand balance.
Neither Intel nor Samsung can reliably provide the kind of production and scale that TSMC offers, so it's not clear how much, if anything, will come out of the discussions. Apple has already worked with TSMC to help expand its plant in Phoenix, which is now producing a limited number of chips for Apple and expects to make 100 million chips for the company in 2026.Tags: Bloomberg, Intel, SamsungThis article, "Apple Eyes Intel and Samsung as Backup US Chipmakers" first appeared on MacRumors.comDiscuss this article in our forums
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By ckasprzak | TkOut
| May 6, 2026 |
Gaming
The Hot Take: This just makes me sick, GPU, RAM and now gaming controllers? What is this world coming to.
Valve's new Steam Controller sold out almost immediately, and they're now being sold on eBay for as much as $399. PC gamers obviously aren't happy, but there's a good reason why scalpers feel the need to do what they do.
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The Hot Take: USA domestic manufacturing is taking off, TSMC announcing huge expansions in Arizona. Intel getting that Federal injection is definitely keeping them alive and making them relevant again. Probably also why Nvidia dumped money into Intel too to make sure there is choice states side.
TSMC is turning into a victim of its own success as the world's preferred chip foundry, leaving its heretofore prized customers such as Apple in a bind of sorts as they suddenly find themselves crowded out by AI hyperscalers. In its frustration, Apple is now reportedly exploring the possibility of dividing up its silicon load between Samsung, Intel, and TSMC rather than remaining largely TSMC-exclusive. Apple is looking for contingencies by tentatively probing Intel and Samsung as additional vectors for manufacturing its custom chips According to Bloomberg's Mark Gurman, Apple has already held "early-stage talks" with Intel for using its […]Read full article at https://wccftech.com/apple-quietly-courts-intel-and-samsung-for-its-most-critical-chips-as-tsmcs-advanced-nodes-remain-choked-under-ai-demand/
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