OpenAI’s First-Gen Jalapeno ASIC Blows Competition Out Of The Park, Performs 1.5x to 1.9x More Work Per Kilowatt Than NVIDIA’s Blackwell Chips, While Threatening The CUDA Moat

The Hot Take: Please let GPU prices drop soon....

OpenAI seems to have used its current spate of models that run on NVIDIA GPUs to design the Jalapeno chip, and then paired it with its own Gluon kernel programming language, thereby daring to threaten NVIDIA's legendary CUDA moat. How the tables have turned! The architecture of OpenAI's Jalapeno chip SemiAnalysis has just provided a detailed breakdown of OpenAI's Jalapeno ASIC, describing a somewhat novel architecture that delivers substantial economies of scale. As such, the Jalapeno pairs a single reticle-sized compute die - built on TSMC’s…

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Intel’s Market Share Of The x86 CPU Market Falls To 1995-Levels, As AMD Now Controls An Adjusted 46.4% Of The Market For Server CPUs Vs. Intel’s 53.6% Share, Claims Mercury Research

The Hot Take: Lets hope Intel can fully recover and start chewing back that x86 market or I fear with get pushed into ARM SoC mediocrity.

Intel seems to have staged a decisive turnaround in the second quarter of the ongoing year, with its data center revenue up a very healthy 59 percent year-over-year. Yet, Intel's inertia is still working against it, as clearly demonstrated within a new report from Mercury Research, which has tallied that Intel's share of the CPU market has fallen to levels last seen in 1995 even as AMD remains perched on an ascendant trajectory. After accounting for the fact that AMD does not count embedded CPUs it ships for networking and storage applications…

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Exynos 2700 beats the Snapdragon 8 Elite Gen 6 Pro in internal testing, insiders say

The Hot Take: Nice if that's the case, and big trouble for Qualcomm too.

Internal tests of the Exynos 2700 have Samsung LSI buzzing – the chipset outperformed Qualcomm’s Snapdragon 8 Elite Gen 6 (both of them, actually), according to anonymous insiders. The testing was pretty thorough and included CPU, GPU, NPU and power efficiency benchmarks. First, let’s clear this up – Qualcomm has officially confirmed that there will be two Elite chips in the next generation. They are tentatively being called the Snapdragon 8 Elite Gen 6 and 8 Elite Gen 6 Pro. This is separate from the non-Elite Gen 6 chip, by the way.…

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Nvidia senior manager linked to Supermicro scheme smuggling AI servers to China

The Hot Take: Not good, and I hope they get prosecuted the to full extent of the law.

Taiwan has indicted nine people—reportedly including an Nvidia senior manager and two Supermicro employees based in the country—who allegedly helped forge documents to cover up illegal exports of high-end AI servers to China in violation of US export controls. On Monday, Reuters reported that prosecutors in Keelung did not release any names but confirmed that the suspects were “charged with breach of trust and document forgery.” One suspect linked to a related case remains at large, accused of the “siphoning of funds from a distributor…

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GrapheneOS' privacy-friendly Motorola phones are coming next year

The Hot Take: I wonder if Lenovo's help will get them to accept more than just Pixel and Lenovo devices. We can only hope.

It's now clearer just when you can expect GrapheneOS' privacy-oriented Android ROM to be available beyond Pixel devices. The GrapheneOS team has finally shared more details on when its software will come to Motorola phones.

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IBM Details The World's First Dual-Architecture Processor As It Builds Its Next-Gen Dual ISA Core That Natively Executes Z & Arm Software On The Same Chip

The Hot Take: This is RISC with RISC, I'm wondering if we'll get a CISC with RISK chip hybrid from Intel or AMD.

IBM's next-generation chip will combine dual ISA within the core, enabling the execution of Z and Arm software simultaneously. IBM Is Sending The World's First Dual-ISA Processor Core For Tape-Out Soon IBM's Christian Jacobi (IBM Fellow & CTO, IBM Systems Development) presented the Hot Chips 2026 talk in which he announced the first Dual-ISA (Instruction Set Architecture) Core for IBM Z and LinuxOne generation. The dual architecture allows IBM to execute both Z- and Arm-based software. IBM states that this isn't putting two different core…

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Patriot Memory’s “Lifetime Warranty” Service Is Forcing A Customer To Pay More Than 80% Of The RAM’s Price In Shipping Cost, Saying It’s A Company Policy

The Hot Take: How can you even call that a warranty?

The days when it was easy to just purchase a separate RAM kit are over, as the memory shortage means customers will adopt austerity measures to keep their PC hardware alive and kicking for as long as possible. A 16GB Patriot DDR4 RAM owner started experiencing errors with one of his sticks, prompting him to take advantage of the “lifetime warranty.” Unfortunately, that meant he’d have to ship over the RAM, which is more than 80 percent of the cost of DDR4 memory. Due to the customer’s location, it becomes a necessity to ship the DDR4 RAM to…

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New York Dethrones San Francisco Bay Area As Largest Tech Talent Market

The Hot Take: Interesting, wonder if that is infact the case or not. We'll see how long it lasts with NY Taxes....

fjo3 shares a report from SFGATE: The San Francisco Bay Area, epicenter of the artificial intelligence boom, is home to a massive amount of tech workers employed by some of the world's most valuable companies, from Apple to Nvidia. But for the first time, New York has eclipsed the Bay Area as the home of the largest "tech talent workforce," a report by real estate and investment firm CBRE shows. The firm has published the annual report for 13 years. Last year, the New York Metro Area's tech talent workforce reached 394,300, surpassing the Bay…

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Microsoft blames RGB peripherals for crashing Windows 11 — RGB software is causing blue screens, crashes, and game freezes

The Hot Take: RGB controller have always been a sore spot with me. The controllers always seem to mess with windows performance. I usually try to keep it simple with keeping it a static color.

Like clockwork, it's a new month and a new OS-breaking bug has been discovered in Windows 11's latest monthly update, KB5121003. Users reported random system instability, with games freezing or outright crashing, and even BSODs in worst-case scenarios. Microsoft investigated the issue and reached a vindicating conclusion — RGB software installed on affected PCs was interfering with core system components, causing Windows 11 to become unstable.Go deeper with TH Premium: AI and data centers(Image credit: Microsoft)The data center cooling state…

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