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AI & Enterprise

Nvidia targets $200 billion CPU market dominated by Intel and AMD

Nvidia is moving into the data centre central processing unit market, stepping into server chips long dominated by Intel and AMD. It has secured AI search startup Perplexity as the first customer for its next-generation Vera CPU platform. Nvidia says CPUs are increasingly a bottleneck in running AI services, reducing overall system efficiency. Tests run jointly with Perplexity showed Vera outperforming existing server CPUs, though results have not been independently verified.

Industry

Mobilint signs deals with two Taiwan firms to target industrial AI market

AI chip specialist Mobilint has signed agreements with two Taiwan industrial computing companies, ADLINK Technology and Getac Technology, to expand in global markets. Mobilint said it will apply its AI NPU chip and full-stack software development kit to the companies\' platforms. The partners plan to jointly develop edge AI solutions for industrial sites and conduct sales and marketing for global customers. The tie-ups stem from partnerships formed at COMPUTEX 2026.

Industry

AI demand debate clouds memory order visibility

Whether AI token demand is translating into real economic output has emerged as a key precondition for forecasting DRAM and high-bandwidth memory supply and demand. Executives at Computex 2026 projected token consumption to surge through 2030, while memory makers outlined capacity expansion plans. Analysts and industry sources noted, however, that AI outputs are often not captured in statistics, making it difficult to verify whether demand is structural or temporary and limiting order visibility.