CPUs return to the AI core
Lisa Su sees CPUs driving AI infrastructure growth.
Anthropic is the supershopper for AI processors
Nvidia, SpaceX, Microsoft, Amazon, and Google are all in the game.
Second best not good enough, says China
Rejects scaled-down RTX 5090 AIB.
Bolt Graphics targets Nvidia
Zeus GPU targets rendering and scientific simulation markets.
NASA builds space-grade AI compute
RISC-V chip brings edge AI to spacecraft.
Microsoft pushes Surface into AI
Surface evolves into a managed enterprise AI endpoint platform.
Edge AI moves closer to sensors
Low-power compute brings inference closer to motion.
Biren bets on China’s AI silicon independence
Full-stack AI GPU play targets exponential domestic token demand.
What is an agentic SoC
MediaTek Dimensity 9400 shifts AI from prompts to actions
Intel and Nvidia Recast AI Platforms
Partnership targets heterogeneous client and data center systems
OpenAI’s $180B chip bet hits a wall
Broadcom wants Microsoft to commit before money moves
First-quarter client CPU shipments decreased -15% from last quarter and down -8.6% from previous year
Server CPUs were up 3% from last quarter. TIBURON, CA (May 11, 2026) — Jon Peddie Research reports that the global client CPU market expanded for four quarters in a row, and in Q1’26, it dropped -15%, more than seasonality would predict from last quarter, while server CPU shipments increased 13.6% year over year. Q1 is typically down due to … Read more