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The Hot Take: ARM seems to be breaking out from everywhere. Fujitsu, Nvidia, AWS and ARM. Qualcomm seems to be playing catch up in the server market from the looks of it.
AWS has provided a first look at its next-generation Graviton5 processor, a custom server CPU developed by Annapurna Labs for deployment across the company's cloud computing platform and AI inference infrastructure.
Read the full articleThe Hot Take: Now we know why M$ is trying to squeeze out every ounce of performance in Windows 11.....
Microsoft says youâll be able to run Windows 11âs local Language Model APIs on non-Copilot+ PCs as long as you meet the new hardware requirement: an RTX 30+ GPU with 6GB of VRAM. Itâs a major change, as it means Copilot+ PCsâ advantages are getting âthin,â and I wouldnât be surprised if Microsoft drops the NPU requirement entirely in the future. Copilot+ PCs officially debuted on June 18, 2024, and theyâve been driving sales for PC makers. However, itâs not because of the âCopilotâ or âNPUâ factor. Itâs largely because newer PCs are now soldâŚ
Read the full articleThe Hot Take: Ai will consume ALL THE THINGS!!
The massive AI gold rush has a new bottleneck set in its sights, CPUs. But what's driving the demand? We interview industry experts to find out.
Read the full articleThe Hot Take: Tell me something I didn't know already. Why else would the GPU market go crazy prices wise?
A business-intelligence researcher said that the Chinese military has been actively acquiring Nvidia AI chips, even after the U.S. put export controls on them. Public documents show that some institutions ask for these chips either through the specifications they demand or by directly asking for Nvidia chips by name.
Read the full articleThe Hot Take: Intel moving fast to make up lost ground on this front for sure. From the looks trying to hit the $ sweet spot too.
Intel revealed more details of its next-gen Data Center GPU, code-named Crescent Island, at Computex 2026. This inference-optimized chip will feature up to 480GB of LPDDR5X memory for efficient handling of massive AI contexts.
Read the full articleThe Hot Take: When these start getting traction we'll get GPUs to drop in price.....
While AI GPU giant NVIDIA's chips are widely believed to offer superior total cost of ownership (TCO) compared to custom AI chip alternatives, analysts from Evercore ISI believe that AI engineers are unimpressed by them. NVIDIA CEO Jensen Huang has defended his firm's AI chip price points on multiple occasions by claiming that they offer better performance efficiency compared to peers. However, according to the Evercore report, AI engineers are also focused on other metrics, such as the cost of cooling the chips, when deciding which productsâŚ
Read the full articleThe 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, upâŚ
Read the full articleThe 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, andâŚ
Read the full articleThe 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, andâŚ
Read the full articleThe 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 ofâŚ
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