The Hot Take: Will have to see what the final products show us.
The N1X reportedly comes in two SKUs: a top-end 20-core option with 6,144 CUDA cores matching the desktop RTX 5070, and a cut-down 18-core option with 5,120 CUDA cores. The standard N1 also has two configs, one with a 12-core CPU and 2,560 CUDA cores and a 10-core model with 2,048 CUDA cores.
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
The Hot Take: We'll have to see if this take off.... With ARM just entering the market with nvidia we'll have to see if it gains traction.
VMware has quietly debuted a technology preview of its flagship ESX hypervisor that is capable of running on Arm processors and servers. The virtualization giant teased its new tech in a Xeet which piqued our interest and led to the discovery of this document [PDF] on the public internet that explains the hypervisor supports guests running RHEL, Ubuntu, and SUSE, on servers from HPE and Gigabyte powered by Ampere processors, or Supermicroâs ARS-221GL model with an Nvidia Grace processor. The document offers slightly contradictory advice to theâŚ
By ckasprzak | TkOut | May 21, 2026 | ARM, CPU, Hardware
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.
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 complexityâmeasured in core density and orchestration capabilitiesâinto each unit, thereby ensuring revenue growth evenâŚ
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 ofâŚ
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.
NVIDIAâs 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.
The Hot Take: Everyone is joining the ARM SoC Server party! To sad they don't know that Fujitsu has already been ruling that with a Top 500 server running them. Better late than not paid I guess?
Qualcomm is rumored to be preparing a brand new datacenter CPU, which will be just in time to power growing Agentic AI needs. Rumors that Qualcomm's New Datacenter CPU is just a few months away may not sound crazy, given the demand there is for agentic AI There's a rumor going around that Qualcomm is working on its very own "dedicated" Datacenter CPU based on the Arm architecture. Qualcomm making its own Datacenter CPU at some point was expected, but what the new rumor is suggesting is that we could see that chip being announced as early asâŚ
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 Appleâs M5 series and the usual x86 crowd, plus Windows on Arm gaining more native apps.
Developers are starting to treat Qualcommâs top-end SoC like a platform worth bothering with, rather than a science project thatâŚ
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" â 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 improvedâŚ