The Hot Take: Still not buying the ARM SoC's are better than discrete system CPUs. We'll have to see how Intel/AMD ACE instructions far against this.
NVIDIA has started using clusters of its own Vera processors to develop future CPUs, GPUs, and AI accelerators. The company says initial electronic design automation testing shows performance improvements of up to 1.
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The Hot Take: USA domestic manufacturing is blowing up and saving Intel.
Intel Foundry might be heading into a big deal with NVIDIA, as the company is expected to offer packaging and wafer support for next-gen Feynman GPUs. NVIDIA Feynman GPUs Could Be Intel Foundry's Biggest Win To Date With Chipzilla Providing Both Packaging & Wafer Supply A deal between Intel and NVIDIA won't be a major surprise for those following our previous reports, but it is definitely a big win for Intel's Foundry business. Earlier this year, we reported that NVIDIA might be looking into Intel's upcoming process & advancedâŚ
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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 Microsoftâs Surface Laptop Ultra housing the SoC set to the âHigh Performanceâ profile. Fortunately, the RTX Spark manages to retain some dignity in the single-core benchmark. High Performance mode on Surface Laptop Ultra isnât enabled by default, but hidden configuration allows RTX Sparkâs CortexâŚ
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The Hot Take: We'll have to see, they just keep milking Ai at the cost of liquidating a whole other industry.
The GeForce RTX 50-series desktop graphics lineup has remained unchanged for just over a year now (since the introduction of the RTX 5050), and none of the conversations we've had at major trade shows suggests that a mid-cycle Super refresh will occur any time soon. But there are still signs that such an update could still happen at some point, and the latest sign comes from Seasonic, which has listed an RTX 5080 Super, an RTX 5070 Ti Super, and RTX 5070 Ti Super in its PSU wattage calculator. Go deeper with TH Premium: GPUs(Image credit:âŚ
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The Hot Take: We'll see how long before they go to Intel because TSMC is filled up in Arizona FABs.
Nvidia will stay TSMCâs biggest customer in 2027, but AMDâs EPYC Venice could pinch the CPU bragging rights.
TSMC is seeing rising demand for 2.5D advanced packaging as CPUs become more important in the agentic AI bunfight. Apparently, GPUs alone are no longer enough to feed the machine.
Morgan Stanley reckons Nvidia will remain TSMCâs largest CoWoS customer in 2027. TSMC is expected to reach wafer capacity of 200,000 wafers a month that year.
Nvidia is using TSMCâs CoWoS packaging for two main product families. CoWoS-L is for AI GPUsâŚ
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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: This is an interesting collaboration between the two seeing intel keeps saying they're not going to stop GPU development.
Intel's Serpent Lake SoCs featuring NVIDIA's RTX GPU tiles as integrated graphics are expected to roll out by Q1 2028. Intel & NVIDIA's Co-Developed Serpent Lake SoCs Featuring Next-Gen CPU & GPU Architectures Rumored For Q1 2028 Last year, Intel announced that it was working with NVIDIA on a custom SoC that would incorporate NVIDIA's RTX GPU tiles. Intel stated that these SoCs will power a wide range of PCs that require the integration of these levels of CPUs & GPUs together into a single package. It looks like we have our firstâŚ
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The Hot Take: We'll see, they keep teasing it. But i feel they don't feel they have milked that Ai money cow enough to drop new hardware yet.
For almost a year, the RTX 50 Super series has been part of the rumor mill, but with the AI boom snatching production lines, causing memory prices to skyrocket, hype for the lineup had died down. Now, a potential RTX 5060 Super with 12GB of VRAM is apparently in the works, with the 50 Super series as a whole allegedly getting "back on track."
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The Hot Take: Tell me something I didn't know already. Why else would the GPU market go crazy prices wise?
A business-intelligence researcher said that the Chinese military has been actively acquiring Nvidia AI chips, even after the U.S. put export controls on them. Public documents show that some institutions ask for these chips either through the specifications they demand or by directly asking for Nvidia chips by name.
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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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