The Hot Take: Only time will tell on this one. I don't think so but we'll see here soon enough.
A new report from GF Securities (via SeekingAlpha) claims NVIDIA is gearing up to use its June 1st Computex keynote to pitch its upcoming Arm-based Vera CPU as an x86 killer. The financial analysts claim NVIDIA will boast that Vera delivers up to "1.5x faster speeds, 2x the performance, and 4x the density per rack," as compared to traditional
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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: 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 as hardware shipment volumes stabilize.
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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: Apple to me is starting to look better and better I hate to say it.
It wouldn't be Google if it did not somehow try to hobble its Tensor-class chips. And, this unfortunate trend appears all set to continue with the upcoming Tensor G6 SoC, which is quite likely to sport a GPU that launched all the way back in 2021! A new leak indicates that the Google Tensor G6 chip will sport the PowerVR CXT-48-1536 GPU that debuted in 2021 As our readers would be well aware, we had ripped into Google a few months back for using generations-old ARM CPU cores within the Tensor G5 chip. Thankfully, as per recent leaks, Google has […]Read full article at https://wccftech.com/google-tensor-g6-chip-likely-to-launch-with-an-ancient-gpu-that-debuted-around-5-years-back/
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The Hot Take: Interesting, is this feedback because people STILL want high performance parts? To me it looks like they've all been trying to push us to mid-range devices that we're not supposed to own either.
NVIDIA’s plans to enter the APU market are becoming clearer, as new leaks outline the specifications and timeline for its upcoming N1X SoC. The chip represents a shift for NVIDIA, combining an Arm-based CPU with a Blackwell GPU in a single package aimed at high-performance laptops and compact desktop systems.
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The Hot Take: It appears they're looking to accelerate Windows on ARM here. Nvidia seems to be pushing the ARM ISA hard these days with their new Server ARM SoC they just announced last month.
With the unexpected cancellation of MediaTek keynote, all eyes will be on NVIDIA's Jensen's presentation, possibly revealing the N1 Laptop SoC. Taitra Cancels MediaTek Rick Tsai's Computex Keynote Unexpectedly Ahead of the Event; NVIDIA Likely to Unveil the N1/N1X SoC for Low-Power Gaming Laptops We have all been waiting for NVIDIA to reveal its N1/N1X SoC that will power the next generation of low-power gaming laptops, positioning itself as a strong competitor against AMD and Intel in the mainstream segment. We are interested to know how the NVIDIA-MediaTek collaboration will shape up the laptop market since the N1X SoC is […]Read full article at https://wccftech.com/mediatek-abruptly-pulled-from-computex-2026-keynote-slot-handing-nvidia-the-stage/
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The Hot Take: ARM has a awakened and re-newed Intel to start competing with.
Intel has just launched its highly anticipated Wildcat Lake "Core Series 3" SoCs, designed for everyday PCs & a strong competitor to MacBook Neo. Intel Wildcat Lake vs Apple MacBook Neo Laptop Battle Is Something To Look Forward To As Chipzilla Brings Panther Lake's Goodness To Mainstream Users The Panther Lake "Core Ultra Series 3" lineup took the laptop market by storm, offering unprecedented levels of efficiency, battery times, and graphics performance. While the laptop designs were great, these products were mainly positioned in the high-end category with only a few options within the sub-$1000 segment. Then came Apple's MacBook […]Read full article at https://wccftech.com/intel-launched-its-macbook-neo-competitor-wildcat-lake-for-everyday-pcs/
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The Hot Take: I mean really, WHY do they want us on ARM??
Qualcomm has the stars to align for Windows on Arm. The chip is strong enough, and the software situation is improving, so this could be the point where ARM Windows laptops stop being a niche joke and start going mainstream.
The timing for Snapdragon X2 Elite looks spot on, with a faster chip aimed at the Fruity Cargo Cult Apple’s M5 series and the usual x86 crowd, plus Windows on Arm gaining more native apps.
Developers are starting to treat Qualcomm’s top-end SoC like a platform worth bothering with, rather than a science project that only runs half their tools. That should have been the point where everyone stopped playing silly games and started building volume.
Instead, a Reddit thread suggests that OEMs shipping Snapdragon X2 Elite machines are leaning into premium pricing to chase margins while the software stack remains fragile. If the pricing stays daft, adoption stays niche, and the whole thing risks stalling before it has properly started.
Redditor Large_Bear_6962 wrote: “Developers are less likely to invest their time and effort in an architecture if user adoption is limited. Notebook manufacturers who price their machines out of reach for the majority of buyers are ultimately creating a difficult barrier to entry, which is what’s currently being faced by the Snapdragon X2 Elite.”
ASUS did not help by launching the Zenbook A16 at $1,599.99, then slapping on a $100 hike after reviews went live, once the hype had done the marketing for them.
The argument is that Windows on Arm has the technical base now, but developers will not spend months optimising for a tiny installed base. If users do not buy the machines, the apps do not arrive, and everyone goes back to pretending emulation is fine.
Not everyone is blaming the laptop brands, because Qualcomm is not exactly running a charity either. It is the only realistic option for Windows notebook makers who want this platform, and it prices its Snapdragon X2 Elite family as if it were already a hit.
There is grumbling that Qualcomm should subsidise early designs to undercut rivals, then make money once volume and app support land. Instead, it charges a hefty upfront premium, making every machine look like a luxury purchase.
There is more noise about Qualcomm being too lax about pushing partners to deliver timely software updates, leaving bugs to fester and souring the user experience. That kind of drift is poison when you are trying to convince developers that the platform is stable.
Apple is sitting there with Apple Silicon MacBooks and a wider software library, which makes premium-priced Snapdragon X2 Elite laptops a harder sell than they need to be. Some “Extreme” designs are already landing near M5 and M5 Pro money, and that is a nasty place to start a platform fight.
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The Hot Take: Question is - Why do they really want us on AMR instead of x86/CISC chips?
A new powerful chipset has arrived to take on x86 CPUs and Apple's M5, writes Wccftech.
The blog Windows Central writes that "Qualcomm's Snapdragon X2 processors are here" — and they run Windows:
Microsoft has done a massive amount of work to improve compatibility and has also convinced developers to embrace Windows 11 on Arm. Users of Windows 11 on Arm PCs spend 90% of their time on Arm-based apps that run natively. Additionally, apps that do not run natively can often run through Prism emulation, which has improved dramatically since launch...
[A]pp compatibility issues are overblown by many, and unfortunately those sharing false information are the same folks people rely on to make purchases... Works on Windows on Arm maintains a list of compatible apps and games for the platform. There, you'll see well-known apps like Google Chrome, the Adobe Creative Suite, and Spotify. We also have a collection of the best Windows on Arm apps to help you out. Snapdragon X PCs aren't gaming PCs, but there is a growing library of games that can run on the chips.
Read more of this story at Slashdot.
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