Subject


CPU


2026-05-25

[News] Intel Roadmap Leak Hints at NVIDIA GPUs in 2028 Titan Lake-B/BX; Hammer Lake May Revive Hyperthreading

Intel appears to be preparing several upcoming CPU architectures, with recent leaks shedding light on its future roadmap. According to Notebookcheck, citing Moores Law Is Dead, the company is reportedly planning Intel Razer Lake, Nova Lake-AX, Titan Lake, and Hammer Lake architectures spanning sever...

2026-05-21

[News] NVIDIA Earnings Spotlight: $20B CPU Sales Target in 2026, China Concession to Huawei, and Reporting Overhaul

While NVIDIA posted another record quarter for the three months ended late April with revenue of $81.6 billion, the company forecast further growth to $91 billion for the current quarter, above analyst expectations. However, beyond the headline numbers, the earnings call has pointed to a broader ...

2026-05-11

[News] ARM CEO Says Agentic AI May Drive CPU Core Counts to 512 as GPU-CPU Ratios Become Less Relevant

The rise of agentic AI is fueling fresh debate over the future GPU-to-CPU balance in AI systems, with Arm CEO Rene Haas now weighing in on the discussion. According to a transcript published by Investing.com, Haas said that while CPUs may not outnumber GPUs on a chip basis, they could from a core-co...

2026-05-06

[News] AMD Lifts Server CPU Outlook to 35%+ CAGR, $120B by 2030; Warns on Memory-Driven PC, Gaming Weakness

As inference AI fuels a fresh wave of CPU demand, chip giant AMD posted a 57% YoY jump in first-quarter data center revenue—covering both server CPUs and AI accelerators—to US$5.8 billion. Notably, according to Reuters, CEO Lisa Su now sees the server CPU addressable market expanding at more tha...

2026-04-27

[News] Intel Reportedly Sells Chips Typically Scrapped as CPU Demand Surges; 1Q26 Server CPU ASPs Up 27%

Intel is reportedly selling chips that would typically be scrapped, as strong CPU demand is prompting customers to accept such parts. According to Tom's Hardware, sources say the company is now selling CPUs that may previously have been considered scrap or low-grade output, generating additional rev...

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