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NEWS TAGGED X86
Tuesday 2 June 2026
Intel CEO Lip-Bu Tan anchors AI comeback on 18A, x86, and Taiwan ties at Computex 2026
Intel CEO Lip-Bu Tan used his Computex 2026 keynote in Taipei to frame Intel's AI-era reset around execution, infrastructure, and deeper ties with Taiwan's PC and semiconductor supply...
Tuesday 2 June 2026
Nvidia's N1X chip adds pressure to x86 PCs as AI demand reshapes the market
Nvidia's new N1X processor, developed with MediaTek, signals a broader shift in PC computing as AI agents gain traction worldwide. The Arm-based chip could boost supply choices, intensify...
Tuesday 2 June 2026
Analysis: Nvidia's RTX Spark launch could intensify competition in AI PCs and Windows on Arm
Nvidia and MediaTek have formally entered the AI PC and Windows on Arm market with the unveiling of RTX Spark at Computex 2026, ending two years of low-profile development. The first...
Tuesday 2 June 2026
Nvidia's Vera CPU is built for agents, not humans; Jensen Huang says it opens a market that never existed before
Nvidia CEO Jensen Huang announced at GTC Taipei on June 1st that the company is launching Vera, a new CPU designed specifically for agentic AI workloads. The announcement reframes...
Friday 29 May 2026
Qualcomm bets on US$300 laptops as memory costs squeeze PC makers
Qualcomm Technologies is pushing its Windows-on-Arm strategy into lower-cost laptops with a new Snapdragon C platform, betting that PC makers squeezed by rising memory costs will look...
Friday 22 May 2026
Tech Forum 2026: AI agents drive Arm CPU demand surge; 2026 shipments expected to exceed 6 million units
On May 20, 2026, DIGITIMES held its Tech Forum, where senior analyst Jim Hsiao delivered a presentation, "AI server market outlook and trends amid the explosion of agent applications."...
Thursday 21 May 2026
xFusion drives CNY58.2 billion revenue as China backs domestic AI supply chain
Chinese server maker xFusion reached a revenue of CNY58.2 billion (approx. US$8.6 billion) for the year 2025. The figure indicates the company's rising profits as it benefits from...
Friday 8 May 2026
Analysis: AMD overtakes Intel in data center revenue as agentic AI revives x86 CPUs
AMD data center revenue surpassed Intel's for the first time in the first quarter of 2026, highlighting how the rise of agentic artificial intelligence (AI) is reshaping demand across...
Tuesday 28 April 2026
Agentic AI sparks CPU demand surge, boosting ASIC and niche chip makers
The rise of agentic AI has transformed computing chip requirements, igniting a fierce CPU supply scramble. Traditional x86 giants like Intel and AMD are seeing growing CPU demand in...
Friday 24 April 2026
PC chipmakers warn CPU shortages cloud 2026 shipment outlook
CPU shortages in the PC sector have emerged as a new concern for shipments this year, in addition to ongoing memory supply issues. Industry players supplying PC peripheral chips observe...
Wednesday 15 April 2026
Nvidia's RISC-V push shapes cloud AI's three-way architecture race
Nvidia recently joined the Series G funding round of SiFive, a leading RISC-V chip IP provider. Although Nvidia was one among many investors and the round raised about US$400 million,...
Tuesday 14 April 2026
Google and Intel expand CPU partnership, boosting ASIC and startup opportunities
Google recently announced an expanded collaboration with Intel to increase the deployment of Xeon processors in its cloud AI data centers. This move reflects the rapidly growing demand...
Monday 13 April 2026
Intel and SambaNova deepen alliance to capture AI infrastructure demand

As artificial intelligence moves from experimentation to full-scale production, companies are confronting the limits of GPU-only inference...

Friday 10 April 2026
Intel–Google alliance reframes AI infrastructure around CPUs
A newly expanded collaboration between Intel and Google signals a key shift in AI infrastructure: CPUs are back at the center of the conversation. Both companies emphasized that the...
Tuesday 7 April 2026
Arm's three-pronged approach increases pressure on x86 in cloud CPU market
Market sentiment toward the future of Arm CPUs in cloud AI is increasingly positive. According to Counterpoint Research, x86 architectures have maintained overwhelming dominance...