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 worldās 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. Nvidiaā¦
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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, upā¦
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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: 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.
NVIDIAās 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: How far up the supply chain does this go? All the way to Nvidia? Only time will tell.
Following the recent smuggling indictment involving Supermicro co-founder Wally Liaw and others, Nvidia has significantly upgraded its global supply chain monitoring practices in recent months, according to an industry source. Already maintaining high visibility over customer lists, Nvidia now enforces stricter controls on shipments and transshipment processes, prompting multiple suppliers to expand their legal teams to comply with the intensified audits.
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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 theā¦
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The Hot Take: Looks interesting we'll have to see how it actually looks and performs.
NVIDIA has shared a new and improved ReSTIR algorithm, which improves Path Tracing performance by 2-3x, setting the stage for next-gen gaming. Ray Tracing Is Cool, But Path Tracing Is Cooler & NVIDIA Is Making PT Faster by 3x With Its New ReSTIR Algorithms PC games are rapidly adopting Path Tracing as a means to deliver next-generation visual fidelity. Just like Ray Tracing, NVIDIA is the one who has paved the way for Path Tracing on PCs first. However, just like Ray Tracing in its early days, Path Tracing faces a challenge, and that's theā¦
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The Hot Take: As GPU's and CPU's get hotter and hotter only going to become more of the norm, unless they don't get ride of DYI building and maybe allow us to buy GPU's like CPU's w/out cooling solutions.
A user on Reddit is claiming a massive 20Ā°C temperature drop on an ASUS TUF Gaming GeForce RTX 4080 graphics card simply by removing the stock thermal compound it shipped with and replacing it with a phase change thermal pad based on Honeywell's PTM7950, a proprietary material that gained some notoriety a couple of years ago.
Part of what
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The Hot Take: Interesting if it pans out but not sure we're there yet. They can barely program those quantum CPUs as it is....
NVIDIA has introduced Ising, its newest OpenAI models designed to make Quantum Computers useful and faster with brand new capabilities. NVIDIA Ising AI Models For Quantum Computers Bring Up To 3x Performance Boost Quantum Computing has been cited as the next frontier of computing for decades. Several companies have been trying to perfect quantum computing for years now, and only now have a few started to break the code. NVIDIA already offers an open-source development platform for quantum computing called CUDA-Q. The platform isā¦
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The Hot Take: Interesting rumor, they keep saying it's false but only time will tell.
While NVIDIA has been mostly keeping itself away from the PC market in recent times, a new rumor suggests that the company might be looking towards an AIB acquisition. NVIDIA's Acquisition of an OEM Could Spearhead the Company's Entry Into the Laptop Segment, But Details Are Slim [Update - 4/14/2026] - NVIDIA has denied any such reports and offered us an official statement on the matter: āThe media report is false; NVIDIA is not engaged in discussions to acquire any PC maker." NVIDIA rep to Wccftech The PC industry hasn't been in its bestā¦
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