The Hot Take: So was ARM not breaking into the WinTel market so they shifted to Ai market or are they just chasing the highest dollars?
Investment bank UBS reckons agentic AI will send CPU demand soaring, with Arm and AMD best placed to grab the spoils.
UBS analysts believe the growth of agentic AI software will drive strong demand for CPUs in the AI era. The bank said agentic AI increases processor workloads and favours chips with higher core counts and better power efficiency.
That view gives Arm the biggest potential upside, followed by AMD. Intel could benefit too, since a growing total addressable market tends to lift more than one silicon boat.
In fresh coverage ofâŚ
Read the full article
The Hot Take: Interesting, is this feedback because people STILL want high performance parts? To me it looks like they've all been trying to push us to mid-range devices that we're not supposed to own either.
NVIDIAâs plans to enter the APU market are becoming clearer, as new leaks outline the specifications and timeline for its upcoming N1X SoC. The chip represents a shift for NVIDIA, combining an Arm-based CPU with a Blackwell GPU in a single package aimed at high-performance laptops and compact desktop systems.
Read the full article
The Hot Take: Everyone is joining the ARM SoC Server party! To sad they don't know that Fujitsu has already been ruling that with a Top 500 server running them. Better late than not paid I guess?
Qualcomm is rumored to be preparing a brand new datacenter CPU, which will be just in time to power growing Agentic AI needs. Rumors that Qualcomm's New Datacenter CPU is just a few months away may not sound crazy, given the demand there is for agentic AI There's a rumor going around that Qualcomm is working on its very own "dedicated" Datacenter CPU based on the Arm architecture. Qualcomm making its own Datacenter CPU at some point was expected, but what the new rumor is suggesting is that we could see that chip being announced as early asâŚ
Read the full article
The Hot Take: I mean really, WHY do they want us on ARM??
Qualcomm has the stars to align for Windows on Arm. The chip is strong enough, and the software situation is improving, so this could be the point where ARM Windows laptops stop being a niche joke and start going mainstream.
The timing for Snapdragon X2 Elite looks spot on, with a faster chip aimed at the Fruity Cargo Cult Appleâs M5 series and the usual x86 crowd, plus Windows on Arm gaining more native apps.
Developers are starting to treat Qualcommâs top-end SoC like a platform worth bothering with, rather than a science project thatâŚ
Read the full article
The Hot Take: Question is - Why do they really want us on AMR instead of x86/CISC chips?
A new powerful chipset has arrived to take on x86 CPUs and Apple's M5, writes Wccftech.
The blog Windows Central writes that "Qualcomm's Snapdragon X2 processors are here" â and they run Windows:
Microsoft has done a massive amount of work to improve compatibility and has also convinced developers to embrace Windows 11 on Arm. Users of Windows 11 on Arm PCs spend 90% of their time on Arm-based apps that run natively. Additionally, apps that do not run natively can often run through Prism emulation, which has improvedâŚ
Read the full article
The Hot Take: And the push beings it's fifth or sixth try for Windows & ARM....
Windows 11 on Arm has come a long way, but many reviewers and commenters fall back on horror stories of incompatibility that haven't been true for years.
Read the full article
The Hot Take: Mid-range is the target and your new standard.
We already knew the NVIDIA N1 was a thing; NVIDIA CEO Jensen Huang told the world straight up that his company was working with Mediatek on SoCs for AI PCs, and he also confirmed that the N1 and the GB10 Superchip in the DGX Spark are one and the same. However, this is the first time we've really seen anything like an end-user device sporting
Read the full article
The Hot Take: Oh, you think? Desktop is never truly going to fit into the palm of your hand unless we do something drastic like quantum-computing.
MediaTek may have conceded its plans to bring only a single chipset to its Dimensity 9600 lineup because a new rumor claims a âProâ version will arrive later this year, likely as a direct counter to Qualcommâs Snapdragon 8 Elite Gen 6 Pro. Like its closest rival, a tipster states that the SoC is bringing desktop-level performance with a target frequency of 5.00GHz and a new CPU cluster. The only catch is that MediaTek has yet to find a way to cool it properly. New target frequency for the Dimensity 9600 Pro may only be in short bursts, asâŚ
Read the full article
The Hot Take: Stop making claims, we'll see the actual here soon enough.
As hyperscalers seek efficiency and control from custom CPUs they build in house, they adopt Arm and 90% of servers running custom silicon will use the Arm ISA in 2029.
Read the full article
The Hot Take: ARM appears to have miffed licenses already.
ARM's ecosystem is both expansive and pervasive these days, with Samsung's latest cutting-edge Exynos 2600 chips also leveraging ARMv9.3 CPU cores. Even so, Samsung is apparently taking its first tentative steps towards the open-source RISC-V architecture via a custom SSD controller chip. Samsung is tentatively exploring the RISC-V open-source architecture via a custom SSD controller chip, moving away from ARM's IP According to South Korea-based ETNews, Samsung's upcoming SSD lineup, called the BM9K1 and designed entirely in-house, willâŚ
Read the full article