The Hot Take: Well there goes CPU stocks.
Intel and AMD are signing long term agreements with Chinese data center firms to provide them with CPUs for AI computing, says a report from Reuters. CPUs in AI computing rose to prominence earlier this year after agentic AI demand reshaped the market. Agentic computing places a greater emphasis on CPUs, and according to the sources, the deals are motivated by the rapid price rise due to high demand. AMD & Intel Set To Cover A Year's Worth Of CPU Supplies To Chinese AI Data Centers, Says Report The surge in AI demand for CPUs has also led…
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The Hot Take: Will have to take this with a bit rock of salt until we see the benches and real world performance. Just a price grab or actual performance?
AMD is apparently no longer satisfied with being perceived as a perennial underdog, and is reportedly choosing to make a bold statement by pricing its Helios rackscale solution at a hefty premium to NVIDIA's Rubin. What's more, AMD has reportedly managed to rope in Microsoft as the product's first confirmed client, demonstrating the utility that Helios offers even at its supposedly elevated price point. Futurum believes AMD will price Helios at $5 million to $5.5 million per rack, versus an expected retail price of $3.5 million to $4 million…
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The Hot Take: The more the merrier and helps Intel get back to track making and developing x86 CPUs. Hopefully GPUs too.
Fortinet on Tuesday revealed it will use Intel Foundry to fab its sixth-gen Security Processor (SP6), a nice win for Chipzilla's sputtering chipmaking biz. The chips feature dedicated accelerators designed specifically for the security and cryptographic operations required by modern hardware firewalls. The custom chips are one of Fortinet's defining features. Many cybersecurity hardware players build appliances around commodity hardware like x86 and Arm CPUs, but Fortinet prefers custom application-specific integrated circuits (ASICs). The two…
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By ckasprzak | TkOut
| July 23, 2026 |
Gaming
The Hot Take: Hope it makes it past the finish line before the can all the devs.
As is tradition, Ubisoft is playing catch-up with leaks concerning its games. The company has told fans to expect new announcements about the Ghost Recon franchise next month on the series' 25th anniversary. This comes the same day that leaks reportedly revealed some of what Ubisoft will share.
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The Hot Take: Lollipops and colors!
It's definitely not that Pixel 11 model you might be thinking of.
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The Hot Take: Bitch and moan, better than paying the tariffs sir.
TSMC's CFO Wendell Huang shared last week that the firm is seeing strong demand from US customers. The executive's comments came after the Taiwanese firm's latest earnings report, which also saw it announce an additional $100 billion investment in the US. Huang outlined that TSMC's 3-nanometer facilities in the US should come online by the second half of next year and added that the costs of building facilities in the US were higher than in Taiwan. TSMC CFO Says US Fabs Cost Four To Five Times More To Build Than In Taiwan TSMC's latest $100…
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The Hot Take: There was a YouTuber that made what he called plastaline. Given that plastics are mainly petroleum based makes sense.
A new path to cleaning up the world’s plastic waste might start on the runway. Researchers from Nanjing Forestry University and Tsinghua University have developed a tandem reactor system capable of converting discarded plastics directly into aviation-grade fuel, potentially providing a double solution for the global waste crisis and the aviation
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The Hot Take: ARM isn't the answer, sorry.
The decision to employ older Cortex-X925 and Cortex-A725 cores on the RTX Spark to form a 20-core CPU configuration will probably haunt NVIDIA because a new Cinebench 2026 leak reveals that the chipset produces subpar multi-core results, despite Microsoft’s Surface Laptop Ultra housing the SoC set to the ‘High Performance’ profile. Fortunately, the RTX Spark manages to retain some dignity in the single-core benchmark. High Performance mode on Surface Laptop Ultra isn’t enabled by default, but hidden configuration allows RTX Spark’s Cortex…
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The Hot Take: Well now, lets see if they get back into a competitive place where they better compete and pull more people.
Firefox releases will soon get even closer together – but not ESR ones, which remain annual, with the next one due out soon. The change was announced last week on the dev-platform@mozilla.org mailing list by Mozilla’s director of engineering Sylvestre Ledru: “We are planning to move Firefox Desktop and Android from a 4-week release cadence to a 2-week release cadence starting in September 2026. “This will be an experiment… This does not mean that all work needs to ship twice as fast. Work that is not ready should not be rushed, and features…
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By ckasprzak | TkOut
| July 18, 2026 |
Gaming
The Hot Take: I'm ok with it as long it isn't cartoons or rainbow unicorns.
Top Gun is coming to a battlefield near you. Battlefield 6 and the second-highest-grossing film of 2022 are staging a crossover event, one that coincides with the upcoming season of Battlefield 6 and Battlefield REDSEC (the standalone battle royale mode), which EA described as “the franchise’s largest seasonal update to date.” This is like the Super Bowl for mostly well-made blockbuster entertainment with concerning ties to the military-industrial complex.
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