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 complexity—measured in core density and orchestration capabilities—into each unit, thereby ensuring revenue growth even…
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 of…
The Hot Take: Apple to me is starting to look better and better I hate to say it.
It wouldn't be Google if it did not somehow try to hobble its Tensor-class chips. And, this unfortunate trend appears all set to continue with the upcoming Tensor G6 SoC, which is quite likely to sport a GPU that launched all the way back in 2021! A new leak indicates that the Google Tensor G6 chip will sport the PowerVR CXT-48-1536 GPU that debuted in 2021 As our readers would be well aware, we had ripped into Google a few months back for using generations-old ARM CPU cores within the Tensor G5 chip. Thankfully, as per recent leaks, Google…
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.
NVIDIA’s 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: 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 the…
The Hot Take: ARM has a awakened and re-newed Intel to start competing with.
Intel has just launched its highly anticipated Wildcat Lake "Core Series 3" SoCs, designed for everyday PCs & a strong competitor to MacBook Neo. Intel Wildcat Lake vs Apple MacBook Neo Laptop Battle Is Something To Look Forward To As Chipzilla Brings Panther Lake's Goodness To Mainstream Users The Panther Lake "Core Ultra Series 3" lineup took the laptop market by storm, offering unprecedented levels of efficiency, battery times, and graphics performance. While the laptop designs were great, these products were mainly positioned in the…
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 Apple’s M5 series and the usual x86 crowd, plus Windows on Arm gaining more native apps.
Developers are starting to treat Qualcomm’s top-end SoC like a platform worth bothering with, rather than a science project that…
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" — 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 improved…
The Hot Take: And the push beings it's fifth or sixth try for Windows & ARM....
Windows 11 on Arm has come a long way, but many reviewers and commenters fall back on horror stories of incompatibility that haven't been true for years.
The Hot Take: Oh, you think? Desktop is never truly going to fit into the palm of your hand unless we do something drastic like quantum-computing.
MediaTek may have conceded its plans to bring only a single chipset to its Dimensity 9600 lineup because a new rumor claims a ‘Pro’ version will arrive later this year, likely as a direct counter to Qualcomm’s Snapdragon 8 Elite Gen 6 Pro. Like its closest rival, a tipster states that the SoC is bringing desktop-level performance with a target frequency of 5.00GHz and a new CPU cluster. The only catch is that MediaTek has yet to find a way to cool it properly. New target frequency for the Dimensity 9600 Pro may only be in short bursts, as…