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Major RAM manufacturers sued for manipulating prices and demand

The Hot Take: About time. I've been saying they should have one for a while.

The big story in computing these days is how an ongoing shortage of RAM (dubbed RAMageddon or the RAMpocalypse) has led to massive increases in hardware costs. The conventional explanation of the situation has been that shortages have been driven by the widespread construction of AI data centers. However, a new lawsuit (Garciaguirre et al. v. Samsung Electronics Co., Ltd., et al.) filed against RAM manufacturers Samsung, SK Hynix, and Micron, alleges that these companies are exploiting market conditions to artificially inflate prices.

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Jim Keller Says Cerebras IPO Was Helpful As Tenstorrent Set To "Beat Them on Everything" Confirms Meeting With Intel & Qualcomm CEOs "Hoping To Get A Big Deal"

The Hot Take: Interesting, Risc-V shop from rockstar architect Jim Keller.

Jim Keller isn't bothered by Cerebras's recent IPO and says that he welcomes it, but Tenstorrent will still beat them on everything. Tenstorrent CEO, Jim Keller, Signals Deal With Intel or Qualcomm While Promising To Beat Cerebras "on everything" Tenstorrent recently introduced its latest BlackHole Galaxy server, a system with which it can disrupt the entire AI segment, with performance levels that crush the competition. We covered the announcement last month when the company demoed its Blackhole server undercutting a NVIDIA GB300 with up to…

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Intel's next-gen 52-core Nova Lake CPU could pull up to 474W - high-end LGA1954 motherboards may need three 8-pin power connectors to feed the monster

The Hot Take: I just hear Tim Allen in my head from tool time.

Intel is expected to push the boundaries on power draw with its upcoming Nova Lake series processors, which will rival the best CPUs. According to newly leaked information, the flagship 52-core desktop variant is expected to feature a dual-compute tile architecture with a massive PL2 limit of 474W. The information was shared by LC Tech Leaks and confirmed by Jaykihn, who has a pretty solid track record with Intel hardware.PL2, or Power Limit 2, represents the maximum power a CPU can draw during short boost periods. That said, a PL2 target of…

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Nvidia tops TSMC’s queue while AMD noses forward

The Hot Take: We'll see how long before they go to Intel because TSMC is filled up in Arizona FABs.

Nvidia will stay TSMC’s biggest customer in 2027, but AMD’s EPYC Venice could pinch the CPU bragging rights. TSMC is seeing rising demand for 2.5D advanced packaging as CPUs become more important in the agentic AI bunfight. Apparently, GPUs alone are no longer enough to feed the machine. Morgan Stanley reckons Nvidia will remain TSMC’s largest CoWoS customer in 2027. TSMC is expected to reach wafer capacity of 200,000 wafers a month that year. Nvidia is using TSMC’s CoWoS packaging for two main product families. CoWoS-L is for AI GPUs…

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Qualcomm Claims Single-Core Leadership for Its First Server CPU, the Dragonfly C1000, Delivering 250+ Cores & 5 GHz By 2028

The Hot Take: Interesting...

Qualcomm has introduced its first-ever CPU designed for Data Centers, the Dragonfly C1000, which leverages the Oryon architecture. Qualcomm Enters The Agentic AI CPU Race With Dragonfly C1000 Chip, Oryon-Based With Over 5 GHz Clocks, Over 250 Cores, & Aims To Achieve Single-Core Leadership One of the biggest announcements by Qualcomm today was its first release of a CPU for the data center segment, called the Dragonfly C1000. This is a chip purpose-built for Agentic AI & General-Purpose workloads, delivering best-in-class power…

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