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 world’s 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. Nvidia…
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The Hot Take: NICE, Intel you can send me samples too! :D
Intel’s 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 Intel’s 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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The Hot Take: Sub 1000 notebook competition is getting heated.
Intel today unveiled its "Project Firefly" initiative in China, which aims to bring the supply chain together to allow cost-effective & standardized Wildcat Lake laptop designs. Intel Wants A Coherent Design & Pricing Structure Across Its Wildcat Lake Laptops & That's Exactly What "Project Firefly" Aims To Ensure Intel hosted an event today in China where the company formally launched its Core Series 3 SoCs for laptops, codenamed Wildcat Lake. These SoCs aim to bring better value and a unified design across a range of mainstream…
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The Hot Take: APU's competition starting to heat up for that Ai dollar.
Intel's next-generation Razor Lake-AX chips will compete directly against AMD's Medusa Halo while featuring on-package memory. Intel Is Bringing Back On-Package Memory With Its Next-Gen Razor Lake-AX Chips That Fight Against AMD's Medusa Halo On-Package Memory was last used by Intel for its Lunar Lake SoCs. These SoCs were aimed at low-power mobile platforms, and while the chips themselves offered solid performance in a 30W budget, Intel's next on-package memory solution will be a big one. As per Haze2K1 on X, Intel Razor Lake-AX SoCs will…
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The Hot Take: All while the consumer market is high and dry.
Micron has started to ship its fastest DDR5 RDIMM memory modules, which feature 256 GB capacities & up to 9200 MT/s speeds. Micron Offers 40% Boost Vs Current "In-Volume" DDR5 RDIMM Memory Modules, Brings 256 GB Capacities With 9200 MT/s Speeds As Agentic AI requirements grow, memory makers are rolling out faster and higher-capacity memory kits to meet the demands of AI firms. JEDEC is also pushing the DDR5 MRDIMM standard up to 12,800 MT/s, and today, Micron has announced that it is sampling its 256 GB DDR5 RDIMM modules with up to 9200…
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The Hot Take: AMD seems to be out performing Intel & Nvidia on the market, while Nvidia is still the preferred Ai holy-grail? Just seems odd.
While Nvidia has dominated the "infrastructure boom" since 2022's launch of ChatGPT and "the generative AI craze," CNBC writes that "This week offered the starkest illustration yet of what MIzuho analyst Jordan Klein said could be a 'changing of the guard in AI.'"
Chipmakers Advanced Micro Devices and Intel notched gains of about 25%, while memory maker Micron jumped more than 37% and fiber-optic cable maker Corning climbed about 18%. All four of those companies have more than doubled in value this year, with Intel leading the way, up…
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By ckasprzak | TkOut | May 8, 2026 |
Hardware
The Hot Take: On the heals of 7.0 looking to be just finalized.
PCI-SIG has released the first public draft of the PCI Express 8.0 specification, outlining the next major evolution of the industry-standard interconnect technology.
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The Hot Take: Have they given up in trying to infiltrate the WinTel market to go for them Ai dollars?
The strategic significance of Arm's current transformation lies in its transition from a volume-dependent mobile component provider to a value-driven infrastructure architect. As the global smartphone market faces structural saturation, the organization is pivoting toward Agentic and Physical AI to redefine its commercial relevance. The core of this strategy is to increase the average selling price per chip by packing higher complexity—measured in core density and orchestration capabilities—into each unit, thereby ensuring revenue growth even…
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