The Hot Take: Making the CPU important again on the x86 platform.
ACE, the upcoming set of x86 Extensions defined by both AMD & Intel, has seen the latest spec release, focusing on AI acceleration. AMD & Intel Focus on AI Acceleration Through Next-Gen x86 Architectures That Are ACE Compliant Last year, Intel and AMD partnered to strengthen the x86 ecosystem through their "x86 Ecosystem Advisory Group" initiative. The plan was to offer a standardized set of features across architectures to make x86 accessible, scalable, and compatible with future requirements. Four key features were announced: FRED, AVX10, ChkTag, and ACE. Now, the latest ACE "AI Compute Extensions" specifications have been published by AMD […]Read full article at https://wccftech.com/amd-intel-arm-x86-with-ace-matrix-multiply-engines-low-precision-ai-formats-future-cpus/
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The Hot Take: CISC muscle on display... When you don't care about how many watts your cpu consumes ARM/RISC will never touch the raw throughput of these chips.
AMD has shared the first official results for its 256-core EPYC Venice CPU, saying it beats Nvidia's Vera by 3.3x in a rack-level deployment.
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The Hot Take: Creeps back into the chips...
AMD’s Zen 5 looked efficient, but weak demand and a dodgy RDSEED bug have taken the shine off.
For those with long memories, AMD’s Ryzen 9000 series arrived in 2024, promising strong efficiency and decent IPC gains. Months later, the launch looks messier. Sales were soft, prices fell quickly, and a documented random-number flaw has spooked some buyers.
The line-up included the 16-core Ryzen 9 9950X, 12-core 9900X, eight-core 9700X and six-core 9600X. Early benchmarks were mixed. Gaming gains were often single-digit at higher resolutions, while productivity wins varied by workload.
Reviewers liked the cooler running and lower power use, but Zen 4 owners saw little reason to upgrade. AMD leaned harder into X3D chips, where stacked cache delivered clearer frame-rate gains for gamers.
According to Webpro News in late 2025, AMD detailed an RDSEED flaw affecting all Zen 5 processors. The bug, tracked as AMD-SB-7055 and CVE-2025-62626, hits the 16-bit and 32-bit versions of RDSEED.
They can return zero far more often than proper randomness allows, while the carry flag still reports success. That means software trusting the hardware output can swallow predictable data, which is grim news for cryptography.
Linux patches moved to disable the affected instruction or use other sources, but AMD has not issued a recall and points to microcode and software mitigations.
By early 2026, AMD was preparing refreshed SKUs to counter Intel’s Arrow Lake updates. Leaks pointed to Ryzen 7 9750X and Ryzen 5 9650X models with higher TDPs, higher clocks and improved memory support in some setups.
That looks like squeezing more speed from existing silicon. Power rises and Zen 5’s efficiency pitch gets thinner. Corporate buyers have reason to wait until mitigations are stable. Gamers are likely to favour X3D models, which offer clearer frame-rate gains and less early-launch baggage.
Server and workstation buyers have more to worry about because secure boot, VPNs and database encryption depend on reliable entropy.
Zen 5 still brought gains in branch prediction, cache design and TSMC N4P fabrication. The RDSEED bug does not erase that work, but it exposes an awkward validation gap.
AMD keeps shipping Zen 5 parts, and AM5 support remains a useful strength. Still, modest adoption, a documented RNG flaw and fast refresh plans make Zen 5 look less tidy than AMD wanted.
System builders running cryptographic workloads should avoid first-wave Zen 5 chips unless mitigations are tested. Everyone else should look harder at refreshed SKUs or X3D parts while AMD patches the trust problem.
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The Hot Take: Ai sucking everything up.
AMD's next-gen Radeon GPUs based on the RDNA 5 architecture are still far away from launch as memory shortages grip the PC segment. Memory Shortages & Rising Component Prices Are The Reason Behind AMD's Push Back on Radeon "RDNA 5" Gaming GPUs The Radeon RX 9000 GPUs based on the RDNA 4 graphics architecture launched last year. This year, AMD launched the Radeon RX 9070 GRE for gamers, still based on the RDNA 4 architecture. While the new card aims to provide gamers with a good 1440p solution, the majority of those who have been waiting for next-generation solutions from […]Read full article at https://wccftech.com/amds-radeon-rdna-5-gaming-gpus-slip-to-late-2027-or-early-2028/
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The Hot Take: Just WOW.
AMD has announced that its 6th Gen EPYC processor, codenamed Venice, has entered production ramp on TSMC's N2 process in Taiwan.
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The 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, up well over 200%. Nvidia, meanwhile, is only slightly ahead of the Nasdaq in 2026, gaining 15% for the year, aided by an 8% rally this week. In spreading the wealth to a wider swath of hardware companies, investors are clearly betting that the bull market in AI has long legs and that data centers are going to need a wider array of advanced components for years to come.
Memory has been the biggest theme of late due to a global shortage that's driven up prices and turned Micron, a 47-year-old company tucked in a sleepy corner of the semiconductor market, into one of the hottest trades over the past 12 months. Micron blew past an $800 billion market capitalization for the first time this week, and the stock is now up over 750% in the past year. CEO Sanjay Mehrotra told CNBC in March that key customers are only getting "50% to two-thirds of their requirements" because of supply issues. The memory market is largely dominated by Micron, along with Korea-based Samsung and SK Hynix, which are also both in the midst of historic rallies...
Bank of America estimates the data center CPU market could more than double from $27 billion in 2025 to $60 billion in 2030. AMD's quarterly results this week underscored the emerging trend, as earnings, revenue and guidance sailed past estimates on strong data center growth. The company has long led the CPU charge, and CEO Lisa Su said on the earnings call that AMD now expects 35% growth over the next three to five years in the server CPU market, up from a forecast of 18% growth that the company provided in November.
The article cites two other big movers:
Intel "is in the midst of a revival sparked by a major investment from the U.S. government last year. Intel's stock had its best month on record in April, more than doubling, and has continued notching massive gains, rising 33% in the early days of May."
Nvidia still remains the world's most valuable company "and is expected to show revenue growth of 70% this fiscal year," the article points out — adding that companies like Corning are also benefiting from Nvidia partnerships. "Glass maker Corning, which celebrated its 175th anniversary this week, signed a massive deal with Nvidia on Wednesday that involves the development of three new U.S. factories dedicated entirely to optical technologies... likely a major step in Nvidia's move away from copper cables and towards fiber-optic cables as it builds out its rack-scale systems."
Read more of this story at Slashdot.
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The Hot Take: Closed source finally making it onto OSS OS, nice!
AMD has taken a major step toward enabling native open-source HDMI 2.1 support on Linux by submitting new patches for its AMDGPU driver. AMD Moves Closer to Open-Source HDMI 2.1 Support on Linux With New AMDGPU FRL Patches It appears that the HDMI 2.1 support is finally arriving to Linux as AMD has submitted the new Fixed Rate Link (FRL) patches for its AMDGPU driver. This has been one of the longest-standing limitations that affected Radeon GPUs on the platform. There have been years of restrictions tied to the HDMI Forum (Org behind the HDMI standard) policies that prevented upstream […]Read full article at https://wccftech.com/amd-finally-cracks-hdmi-2-1-on-linux-after-years-of-forum-lockout/
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The Hot Take: Just what we need Ai specific instructions for them to gobble up all the CPU's now.
APX or Advanced Performance Extensions are the next evolution of x86 as Intel & AMD co-develop new standards for the architecture. APX Expands the x86 Instruction Set, Bringing Faster Performance & New Features That Will Benefit Both Intel and AMD's Next-Gen Chips Two days ago, we talked about ACE (AI Compute Extensions), which is a unified instruction set that aims to increase matrix-multiply performance for next-gen x86 chips. ACE is just one part of the grander scheme in which both Intel and AMD are working together to evolve the x86 architecture under a single unified framework through the recently established […]Read full article at https://wccftech.com/intel-amd-work-on-apx-the-next-major-step-in-the-evolution-of-x86-architectures/
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The Hot Take: We need the market to get a flood of these CUDIMMs as it seems they're capping classic DDR5 to 6400mt/s from the looks of it. New intel chips support this standard and it seems the only way to break that 6400mt/s barrier now.
Memory profiles rarely sound exciting—until a system starts acting up, fails to boot, or turns into a test of patience with manually adjusted timings. AMD’s EXPO 1.2 isn’t exactly the kind of thing you’d see on a big stage with a smoke machine, but it’s a thoroughly important update for AM5. It’s about DDR5 compatibility, […]
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The Hot Take: Getting cozier with your previous manufacturing division in a previous life.
AMD will be leveraging GlobalFoundries for the development of its MRM Co-packaged Optic solution for the next-gen Instinct MI500 AI accelerators. GlobalFoundries & AMD Working Together on Co-Packaged Optics Hardware For Instinct MI500 Accelerators CPO or Co-Packaged Optics (Silicon Photonics) is the next-generation solution that reduces reliance on copper and harnesses light to transfer signals. These CPOs are packaged alongside hardware accelerators such as GPUs and will be a key solution for next-gen AI factories, offering improved interconnect latency and creating high-bandwidth connections between CPU and GPU. Both AMD and NVIDIA will be leveraging these technologies for their next-gen AI […]Read full article at https://wccftech.com/amd-taps-globalfoundries-for-mi500-co-packaged-optics/
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