The Hot Take: ARM wants that data center pie that AMD & Intel has but it looks like it's targeting Intel directly. Culling the weakest I guess? I feel intel isn't weak, just getting re-engaged and back fully into the game.
Cores it's got what agents crave Interview In recent weeks, the likes of Nvidia and Arm have revealed CPUs designed expressly to run AI agents like OpenClaw.…
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The Hot Take: You will get mid-range only and love it.... Probably all while renting it I assume.
Nvidia wants a slice of every laptop sold, not just the ones with a chunky discrete GPU.
The firm is lining up “exclusive” laptop system-on-chips for consumers this year, barging into a market long owned by Intel and AMD while trying to cash in on the AI PC hype.
The pitch is that Nvidia has ignored the huge integrated CPU-and-GPU segment, even though it ships bucketloads of graphics chips for gaming and workstations.
Nvidia chief executive Jensen Huang said: “There’s 150 million laptops sold per year, and Nvidia’s market largely targets…
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The Hot Take: ARM wants a piece of that Ai cash pie for sure. I'm wondering how their licensing partners are going to take this.
The chip design firm says Meta, OpenAI, Cerebras, and Cloudflare are among the first customers of its new artificial intelligence hardware.
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