Search results for x86
Industry
Sovereign AI drives second boom in semiconductor market
A second market is opening for AI semiconductors as sovereign AI demand from national and public sectors grows beyond U.S. hyperscalers, expanding needs from GPUs to full-stack chips including CPUs and memory. Power, cooling and space constraints in sovereign environments raise the priority of power efficiency and CPU-memory integration. Forecasts cite rising sovereign AI revenues and a growing AI cloud market. In South Korea, government-backed spending is driving GPU procurement and broader server-component demand.
AI & Enterprise
Amazon considers selling its in-house AI chips to companies beyond AWS
Amazon CEO Andy Jassy said the company is considering selling its in-house AI chips to external customers beyond AWS, Bloomberg News reported. He disclosed for the first time that Amazon’s internal chip unit has annualised revenue of more than $20 billion. Jassy said annualised revenue could reach $50 billion if sold to both AWS customers and third parties. He also pointed to uptake of Graviton and demand for Trainium chips.
Industry
Arm unveils in-house AI chip AGI CPU, Meta and OpenAI join
Arm unveiled its in-house AI chip, the AGI CPU, targeting AI data centres and highlighting performance optimised for agentic AI workloads. The AGI CPU carries 136 Neoverse V3 cores and is designed to scale to 8,160 cores in an air-cooled 1U server and 45,000 cores in liquid-cooled systems. Meta led development, with OpenAI, SK Telecom and SAP joining as early commercial customers.
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AI & Enterprise
AI agents reshuffle data centre CPU market as Nvidia and Arm join in
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Industry
Arm to sell chips directly, shifting from IP licenser to semiconductor supplier
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Industry
Arm enters data centre CPU market with in-house spending; Meta is first customer
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AI & Enterprise
Fourth-quarter global server market hits record high on AI demand; Dell leads, HPE share slips
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AI & Enterprise
Nvidia says CPUs will play bigger role in era of AI agents, launches Vera CPU
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AI & Enterprise
Nvidia shifts to rack-scale pairing to ease AI factory bottlenecks
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AI & Enterprise
Nvidia steps up CPU push in AI era, aims to shake market with Vera
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Industry
Raspberry Pi raises prices again after two months amid memory shortage
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Industry
Intel unveils 18A-based Core Ultra Series 3, declares leadership in AI PCs
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Industry
AMD supplies large volumes of EPYC CPUs to major cloud companies
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Industry
Intel launches first 18A process-based processor