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, upâŚ
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The Hot Take: Reminds me of that one video of sweaty Steve Balmer going on about developers.....
Microsoft has removed the $99 registration fee for companies joining the Microsoft Store, matching last yearâs change for individual developers.
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The Hot Take: Trying to get those linux converts back?
Microsoft is reportedly developing a new Windows 11 performance optimization feature internally known as Low Latency Profile. The technology is said to be part of the companyâs broader Windows K2 initiative, which focuses on improving responsiveness throughout the operating system.
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By ckasprzak | TkOut
| May 8, 2026 |
Hardware
The Hot Take: On the heals of 7.0 looking to be just finalized.
PCI-SIG has released the first public draft of the PCI Express 8.0 specification, outlining the next major evolution of the industry-standard interconnect technology.
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The Hot Take: So legacy is always a ball and chain keeping you from moving forward faster. We'll see how they drop some of the legacy architecture to modernize the OS.
When you right-click a file in Windows 11 or launch a traditional desktop application, you are interacting with code that predates the commercial internet. The Win32 API, introduced all the way back in the Windows 95 era, is still a significant part of the worldâs most popular desktop operating system. But according to Microsoftâs own leadership, this was never the plan.
First spotted by Windows Latest, in a recent video posted by the official Microsoft Dev Docs account on X, Mark Russinovich, Microsoftâs Chief Technology Officer of AzureâŚ
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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
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The Hot Take: Ai usage growing pretty steady and fast it would appear.
Anthropic is partnering with SpaceX to ease capacity constraints that have stranded Claude customers, a gesture that may soothe developer discontent about service availability and cost. Ami Vora, chief product officer at Anthropic, announced the expanded rate limits during Code for Claude, a developer event livestreamed from San Francisco. "As of today, we are increasing rate limits for developers on Claude Code and the Claude Platform," said Vora. "More specifically, we are doubling Claude Code's five-hour rate limits for Pro, Max, Team, andâŚ
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By ckasprzak | TkOut
| May 8, 2026 |
Hardware
The Hot Take: Ai & GPUs need that bandwidth.
Rambus wants to address ongoing AI bandwidth problems with its new PCIe 7.0 Switch IP that features Time Division Multiplexing. Rambus Introduces PCIe 7.0 Switch IP with Time Division Multiplexing for Scalable AI and Data Center Infrastructure Press Release: Rambus, a premier chip and silicon IP provider making data faster and safer, today announced the Rambus PCIe 7.0 Switch IP with Time Division Multiplexing (TDM), a new addition to its advanced interconnect IP portfolio designed to address the rapidly escalating bandwidth, latency, andâŚ
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By ckasprzak | TkOut
| May 8, 2026 |
Software
The Hot Take: I'm so glad I've gotten the Lifetime pass, but as they up the price it only becomes a target to revoke in the coming future....
Plex's Remote Watch Pass is getting a 50% price hike starting June 1, 2026. Plex introduced the Remote Watch Pass in April 2025 as a cheaper alternative to the Plex Pass. Remote Watch Pass allows users to remotely stream from any Plex Media Server that a user has access to.
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The Hot Take: I feel this is FAR off, probably past PCIe 8.0 that just got written out.
Nvidia invests $300 million in Corning to help partners that deploy its hardware in the U.S. to get enough of optical fiber, grant Nvidia control over a significant chunk of domestic fiber production.
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