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 first timeline of when these SoCs will be […]Read full article at https://wccftech.com/intel-serpent-lake-socs-with-nvidia-rtx-gpu-tiles-reportedly-arrive-in-q1-2028/
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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 – formerly codenamed N1 and N1X – 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: Was wondering why it was saying I didn't have Nvidia Control Panel! LOL
The interface lived for nearly two decades and served us well, but now it's time to switch to the latest NVIDIA App. NVIDIA Announces the Official Retirement of Control Panel, One of the Most Popular Tools for NVIDIA GPU-Based Systems The popular NVIDIA GPU tool, NVIDIA Control Panel, launched in February 2026. It has been just over two decades since the tool went live and has remained the most used utility on NVIDIA GPU-based systems. From offering simple settings to change refresh rate, resolution, and multiple-display setups to manage 3D settings, the Control Panel remained one of the easiest to […]Read full article at https://wccftech.com/nvidia-control-panel-is-officially-dead-after-two-decades/
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The Hot Take: They're getting bad.
Nvidia finance chief Collette Kress says rivals moaning about memory prices should have ordered the stuff ages ago.
Kress has blamed other firms for being caught short in the ongoing memory squeeze. She said Nvidia saw the price surge coming and acted before everyone started clutching their pearls.
In an interview with Tae Kim, Kress said her firm ordered memory in advance because it understood prices were about to go north. That is not the sort of line which will calm customers now paying more for DRAM.
The surge in memory prices has been driven by huge demand from AI chip companies. It has reshaped the industry, handing workers at SK hynix chunky bonuses while Samsung staff have been protesting.
AI GPUs have created chaos in high-bandwidth memory and DDR memory markets. These chips are greedy little beasts, and the supply chain is not enjoying the feeding frenzy.
Estimates suggest demand for Nvidia’s Rubin AI platform alone could exceed the combined memory needs of the Fruity Cargo Cult Apple and Samsung. Job’s Mob is expected to need 2.9 billion gigabytes of LPDDR memory in 2027, while Samsung may need 2.7 billion gigabytes.
Rubin AI chips could need as much as six billion gigabytes of LPDDR memory in 2027. That is the kind of number which makes procurement departments stare sadly at spreadsheets.
AI GPUs need DDR memory as well as HBM. Since both are made using the same machines, increased HBM demand pushes manufacturers to shift capacity away from DDR.
That capacity shift creates shortages in DDR too. Chinese firms are now believed to be eyeing the gap as a chance to become more important players in the memory market.
Nvidia has managed to stay ahead of the supply mess. Kress said the company had foreseen the disruption and lined up supply before the scramble began.
Discussing other firms complaining about high prices, Kress said many companies “are sitting here going, oh my gosh, the memory price went up… Nvidia knew that was going to happen. It was something everybody should have, at least we did, ordered a long time ago.”
That is a fairly blunt way of saying Nvidia thinks the rest of the industry failed its homework. It is probably true, though it is easier to say when your company is minting cash from the AI gold rush.
Kress said Nvidia was not simply buying chips off the shelf. It has been working directly with memory suppliers to design and build what it needs.
“They’re designing it with us. And then they go, now how much supply do we need? And we’re not just doing it with one. We’re doing it with all three memory suppliers. We say, here’s what we’re building. And then we’ve got to get them all in line and working with us. I don’t see another company doing that.”
The memory shortage is now another AI tax on the rest of the tech world. Nvidia gets first-class treatment because its GPUs are driving the boom which caused the mess in the first place.
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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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By ckasprzak | TkOut | May 21, 2026 |
Hardware
The Hot Take: When these start getting traction we'll get GPUs to drop in price.....
While AI GPU giant NVIDIA's chips are widely believed to offer superior total cost of ownership (TCO) compared to custom AI chip alternatives, analysts from Evercore ISI believe that AI engineers are unimpressed by them. NVIDIA CEO Jensen Huang has defended his firm's AI chip price points on multiple occasions by claiming that they offer better performance efficiency compared to peers. However, according to the Evercore report, AI engineers are also focused on other metrics, such as the cost of cooling the chips, when deciding which products to use. Power Consumption & Cooling Are Important For NVIDIA's AI Chip Costs, […]Read full article at https://wccftech.com/nvidia-loses-ground-with-ai-engineers-as-cooling-and-power-costs-push-hyperscalers-toward-custom-asics-evercore-warns/
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