The Hot Take: Interesting...
Qualcomm has introduced its first-ever CPU designed for Data Centers, the Dragonfly C1000, which leverages the Oryon architecture. Qualcomm Enters The Agentic AI CPU Race With Dragonfly C1000 Chip, Oryon-Based With Over 5 GHz Clocks, Over 250 Cores, & Aims To Achieve Single-Core Leadership One of the biggest announcements by Qualcomm today was its first release of a CPU for the data center segment, called the Dragonfly C1000. This is a chip purpose-built for Agentic AI & General-Purpose workloads, delivering best-in-class power efficiency and TCO. As per Qualcomm, the Dragonfly C1000 is based on a custom-designed Oryon core architecture that [âŚ]Read full article at https://wccftech.com/qualcomm-single-core-leadership-first-server-cpu-dragonfly-c1000-250-cores-5-ghz-2028/
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The Hot Take: It seems Nvidia is hedging two architectures against each other. x86 vs ARM. They've been working with MediaTek to create the Spark SoC.
According to an exclusive report by VideoCardz, Intel's first x86 system-on-chip (SoC) integrating an Nvidia RTX GPU has been added to its internal product roadmap and is expected to launch in the first quarter of 2028, potentially making its public debut at CES 2028.
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The Hot Take: Ai will consume ALL THE THINGS!!
The massive AI gold rush has a new bottleneck set in its sights, CPUs. But what's driving the demand? We interview industry experts to find out.
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The Hot Take: Interested to see if they catch up on the new platform.
Intel and its partners have prepared for the Nova Lake launch, and even though we are months away, we might witness more leaks like these. Intel Socket LGA 1954 Spotted in Taipei, Intel's Platform for the Next-Gen Nova Lake-S Processors With Dual Retention Design The LGA 1954 socket appeared out of nowhere in Taipei, and it's probably the first time we've seen a real one. The user @laurentschoice posted a pic of an LGA 1954 socket, mentioning that it was spotted in Taipei. It might be one of the early samples, prepared by some motherboard vendor, but it's not clear [âŚ]Read full article at https://wccftech.com/intel-next-gen-lga-1954-socket-for-nova-lake-makes-online-appearance-for-the-first-time/
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The Hot Take: New P-Cores and bus, sounds like Intel is trying to innovate again. Which is good for all of us, healthy competition will help bring/keep prices down for CPUs at least.
Intel has officially confirmed its next-gen Xeon 7 Diamond Rapids CPUs are coming in 2027, featuring 50% higher core counts and twice the memory bandwidth of Xeon 6 in a bid to compete against AMDâs upcoming EPYC Venice CPUs.
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The Hot Take: Well have to see if this claim holds up on launch.
Intel is putting its 18A node into the data center with new Xeon 6+ Clearwater Forest CPUs, which pack up to 288 E-cores for dense compute.
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The Hot Take: CISC monsters coming from owner of the x86 ISA.
COMPUTEX 2026 Intelâs upcoming Diamond Rapids Xeon will boost core counts to 192, a 50 percent increase over last generation, the x86 giant revealed at Computex in Taipei this week. But while core counts continue to rise, in doing so Intel has managed to cut thread counts by a quarter. Yep, Hyperthreading â Intel's marketing for simultaneous multithreading â is officially dead. Intel first added support for SMT all the way back in 2002. The technology boosted utilization by enabling two threads to harness idle execution units during a single cycle. While SMT doesnât double throughput, for certain applications it can deliver double-digit percentage gains. After slowly abandoning the tech across its consumer product lineup, Intel's Xeons are latest to get the cut. Except, wait! It seems Intel may have seen the error of its ways, and is already reversing course on the decision. Intelâs next next Xeon, codenamed Coral Rapids, will bring SMT back. The jump from 128 to 192 is a big jump for Intel, but still smaller than the AMD is making with its 256-core Venice Epycs. If that werenât enough, it looks like AMD could beat Intel to market by as much as a year. Diamond Rapids is now slated for release sometime in 2027. Echos of Epyc, notes of Monaka In addition to core count, we also got our first look at how Intel will stitch the chip together. It turns out AMD might have been onto something when it started gluing silicon together back in 2017, because Intelâs next round Xeons look more like an Epyc under the hood than ever. We know the chip will be fabbed using Intelâs 18A-P process tech, a refined version of its 2nm-class process tech. Beyond this details get a little fuzzy. From the renders shared in Intelâs press deck, we can see what appear to be two I/O dies serving four vertically stacked compute assemblies assembled using its Foveros packaging tech. This isnât the first time weâve seen something like this from Intel. Intelâs Clearwater Forest, which is finally launching after years of teasing, also used a similar arrangement, with four 24-core compute tiles sitting atop a base die containing the memory controller and L3 cache. Moving the L3 cache to the base die frees up a lot of die area on the compute chiplet. In this case, we're looking at four 48-core compute chiplets. In this respect, Diamond Rapids looks a lot like another CPU weâve looked at recently: Fujitsuâs Monaka. That chip uses an almost identical chip layout, albeit with one I/O die rather than two. While weâre fairly certain Diamond Rapidâs L3 cache will live on the base die, the memory controller could be housed on the four base dies or it could be on the I/O dies, similar to what AMD has done since Rome launched in 2019. If we had to guess, our bet would be on the I/O die, since it would reduce the number of NUMA nodes to one or two as opposed to four. Not a mainstream part Unlike Intelâs last P-core Xeon, codenamed Granite Rapids, donât expect to see Diamond Rapids deployed widely in enterprise virtualization or storage servers. According to Intel, Diamond Rapids is âoptimized for high-demand IaaS, high-perf/thread,â putting it in the same class as its high-performance-computing (HPC)-centric 6900P-series parts. The lack of SMT complicates hypervisor licensing models. Where you once got two threads for the price of one, Diamond Rapids customers will now be getting half as many for their dollar. There are of course ways of getting around this. Oracle rented out its Ampere-based instances, which also lack SMT, in core-pairs rather than on a core-per-core basis, but something like this would presumably require buy-in from the likes of VMware or RedHat. As with past HP- optimized processors, Diamond Rapids will be packing a much beefier memory bus than most folks are going to be looking for. HPC workloads like their memory bandwidth and the next-gen Xeon will have no shortage of it with 16-channels of DDR5. Intel hasnât disclosed what memory speeds the chip will support out of the box. With that said, Clearwater is already at 8000 MT/s on standard RDIMMS, and Granite could hit 8800 MT/s on MRDIMMS â in fact, 9600 MT/s DIMMS wouldnât be an unreasonable assumption. That works out to 1.2 TB/s of bandwidth per socket, which happens to be the same as Nvidiaâs LPDDR5X-packed Vera CPUs. Thatâs not the only thing we're still in the dark about. Power consumption and instruction per clock gains from the chipâs new architecture are details we expect Intel to trickle out. The good news: we wonât have to wait long for the next round of specifications, as Intel will be presenting on Diamond Rapids at Hot Chips in August.
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The Hot Take: I'm interested in the Surface with this chip to get a decent GPU on an ARM setup and play with ARM Windows more personally. Only professionally worked with it and that was only an inch deep.
Computex 2026 and GTC Taipei will go down in history as the moment NVIDIA used to officially announce its entrance into the PC market. During his keynote at the Taipei Music Center, CEO Jensen Huang announced the RTX Spark â formerly codenamed N1 and N1X â which will power an array of premium laptops and small form factor systems coming this
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The Hot Take: Will have to see what the final products show us.
The N1X reportedly comes in two SKUs: a top-end 20-core option with 6,144 CUDA cores matching the desktop RTX 5070, and a cut-down 18-core option with 5,120 CUDA cores. The standard N1 also has two configs, one with a 12-core CPU and 2,560 CUDA cores and a 10-core model with 2,048 CUDA cores.
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The Hot Take: Only time will tell on this one. I don't think so but we'll see here soon enough.
A new report from GF Securities (via SeekingAlpha) claims NVIDIA is gearing up to use its June 1st Computex keynote to pitch its upcoming Arm-based Vera CPU as an x86 killer. The financial analysts claim NVIDIA will boast that Vera delivers up to "1.5x faster speeds, 2x the performance, and 4x the density per rack," as compared to traditional
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