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NEWS TAGGED X86
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...
Thursday 2 April 2026
The ascension of Arm: hyperscalers rewire AI server CPUs for the post-x86 era
The architecture of host CPUs in custom AI servers is undergoing a significant shift, with proprietary Arm-based designs steadily displacing traditional x86 processors, according to...
Saturday 28 March 2026
Arm enters AI cloud CPU market with limited impact on IC design clients
Arm has officially launched its self-developed chip platform, the Arm AGI CPU, targeting data center applications. This move confirms earlier reports that Arm is stepping beyond its...
Wednesday 18 March 2026
Russia reportedly turns to Loongson to escape x86 sanctions
Amid sustained Western sanctions, Russia is reportedly advancing an alternative CPU pathway through cooperation between local IC firm Tramplin Electronics and China's Loongson. The...
Tuesday 17 March 2026
Intel joins GTC, eyes debut of co-developed x86 CPU with Nvidia
Intel has confirmed its participation in Nvidia's GTC conference starting on March 16, signaling a deepening collaboration between the two chip giants to co-develop custom x86 CPUs...
Friday 13 March 2026
Hygon revenue jumps 57% as AI compute boom lifts China's x86 chip contender
Generative AI is rapidly reshaping the global computing industry, driving demand for advanced processors and accelerating China's push for domestic AI chips. Among the emerging players,...
Friday 6 February 2026
CSPs turn to custom silicon to break Nvidia dependence
The global boom in generative artificial intelligence is driving an insatiable demand for computing power. This is pushing the world's largest cloud service providers to rethink a...
Thursday 29 January 2026
Jensen Huang hints at H200 approval for China, cements TSMC’s central role
Nvidia CEO Jensen Huang arrived in Taiwan at noon on January 28 following a visit to China for a subsidiary's year-end event, where he outlined the latest status of H200 export approvals...
Tuesday 20 January 2026
Exclusive: Nvidia targets 2026 launch for Windows on Arm notebook
Nvidia is expanding its data center business while advancing personal and edge AI computing platforms, outlining a product roadmap that spans the current N1 and N1X series through...