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NVIDIA has confirmed that its next generation Vera Rubin AI platform is scheduled to begin initial shipments in the third quarter of 2026, with volume ramp expected in the fourth quarter. The company also expects shipments to grow further through the first half of 2027 as demand for AI infrastructure continues to rise. This is related to the earlier Vera CPU and Vera Rubin

NVIDIA expects its Vera CPU business to become a major new revenue source as AI companies build larger systems for agentic AI and inference workloads. The company says Vera is already in full production, and early CPU racks have been delivered to firms including OpenAI, SpaceX, Anthropic, and Oracle. Vera is NVIDIA’s first custom CPU platform for this market. It is based on Arm

NVIDIA’s upcoming Vera Rubin NVL72 rack is expected to carry a much higher bill of materials as memory prices rise sharply across the AI hardware market. According to Morgan Stanley Research estimates cited in the reference, the rack’s total cost could reach about $7.8 million, with memory alone making up around 26 percent of the full system cost. The Vera Rubin platform is already

NVIDIA has received US approval to ship its H200 AI GPUs to China based customers, but the company is not counting on any revenue from those sales for now. CFO Colette Kress said during NVIDIA’s latest earnings call that the company has not generated revenue from the approved H200 shipments and remains unsure whether China will allow imports of the chips. The situation shows

AMD is investing more than $10 billion across Taiwan’s technology ecosystem as it prepares to scale its next generation AI infrastructure. The investment will support advanced packaging, manufacturing partnerships, and the rollout of Helios AI racks powered by 6th Gen EPYC Venice CPUs and Instinct MI450X GPUs. This story is connected to the earlier AMD Venice news, but it is not the same update.

AMD has posted a new revision of its HDMI 2.1 FRL and DSC patches for the open source AMDGPU Linux driver, bringing Radeon support for modern HDMI features closer to wider use. The update is important because FRL, or Fixed Rate Link, allows HDMI connections to move beyond HDMI 2.0 bandwidth limits and support display modes such as high refresh rate 4K. The progress

MSI’s upcoming Claw 8 EX AI Plus has appeared at an Australian retailer, giving an early look at how expensive Intel’s next high end gaming handheld could be. The listing shows the standard model starting at AU$2,749, which is about $1,780 before GST. A Launch Pack version was listed at AU$2,849, or about $1,846 before GST. The device is expected to be the first

AMD’s next generation EPYC Venice processors have entered volume production, making them the first high performance computing CPUs to reach that stage on TSMC’s 2nm process. The new server chips are based on AMD’s Zen 6 architecture and are expected to launch later this year. The milestone matters because demand for data center CPUs is rising as companies build larger AI systems. AMD is

Gigabyte’s M27Q2 27 inch gaming monitor is now selling for $179, down from its usual $249 price. The monitor is aimed at PC gamers who want a sharper QHD display and a high refresh rate without moving into a much higher price range. The M27Q2 uses a 27 inch SS IPS panel with a 2560 x 1440 resolution. That makes it a good middle

A leaked Cinebench R23 run suggests Intel’s Core Ultra 7 251HX can deliver better efficiency than the older Core i9 14900HX, even though it has fewer cores and sits below the Core Ultra 7 255HX in Intel’s Arrow Lake HX lineup. The Core Ultra 7 251HX is an 18 core laptop processor with 6 Performance cores and 12 Efficient cores. It was introduced as

Intel has confirmed that its next generation Clearwater Forest Xeon 6 Plus processors are now in full production, putting one of its most important 18A products closer to launch later this year. The chips are built for data center workloads, with a focus on 6G, Edge AI, and high efficiency server deployments. Clearwater Forest is important because it brings several major Intel technologies into

NVIDIA will no longer break out gaming revenue as a separate category in its earnings reports. Starting with fiscal 2027, gaming is being grouped under a new Edge Computing segment, which also includes PCs, game consoles, workstations, robotics, automotive, AI RAN base stations, and other client side markets. The change makes it harder to see how much money NVIDIA is making from GeForce graphics

Glenn Israel, a former art director at Halo Studios, is asking for an independent investigation into alleged ethics violations and questionable hiring practices at the studio. Israel claims that cronyism has influenced hiring and promotions, with some positions reportedly going to personal acquaintances rather than qualified candidates. The allegations were initially posted on Israel’s LinkedIn account and have since been further explored by content

NVIDIA’s Blackwell AI GPUs may cost far more than custom chips from Google and Amazon, but Morgan Stanley believes the higher price can still make sense for large AI data centers. The investment bank says NVIDIA’s chips deliver much stronger performance per watt, which could justify the extra capital spending over time. According to Morgan Stanley’s analysis, building a one gigawatt AI data center

CHUWI has launched its new Unibook laptop with Intel’s Wildcat Lake platform, and the starting price is the main attraction. At $449, the laptop is $150 cheaper than Apple’s MacBook Neo while offering a larger screen, more ports, a bigger battery, and Windows 11 Pro. The Unibook uses Intel’s Core 3 304 processor, an entry level Wildcat Lake chip designed for everyday laptops. It

DDR5 memory prices have climbed sharply as AI demand continues to reshape the chip market, but a former Samsung executive believes relief could arrive next year. Kye hyun Kyung, an advisor to Samsung Electronics and former head of Samsung’s Device Solutions division, says aggressive memory investment from Chinese companies could push prices down in the second half of 2027. The current problem comes from

NVIDIA has started delivering its first Vera CPUs to major AI companies, marking an important step in the company’s next data center platform. The first racks have gone to Anthropic, OpenAI, SpaceX, and Oracle Cloud, with NVIDIA positioning Vera as a processor built for the agentic AI era. Vera is the successor to Grace and is NVIDIA’s first custom CPU designed around large scale

Intel CEO Lip Bu Tan says the company’s foundry business is becoming a key part of America’s semiconductor strategy, calling it a “national treasure” as more outside customers show interest in Intel’s advanced manufacturing and packaging technologies. Tan made the comments during an interview with CNBC’s Jim Cramer, where he discussed Intel’s foundry recovery, 18A yield progress, future 14A plans, and rising demand tied

ZOTAC is celebrating its 20th anniversary with a major hardware giveaway ahead of Computex 2026. The company is giving away several PC products, including RTX 50 series graphics cards, mini PCs, micro ATX cases, bags, accessories, and anniversary collectibles. ZOTAC was founded in 2006 and has become best known for its NVIDIA graphics cards. Over the years, the company has also expanded into mini

Intel is reportedly pushing PC manufacturers to adopt its newer 18A based chips, even when some partners originally ordered older Intel 7 processors. The move could help Intel ramp up its advanced manufacturing node, but it may also create problems for PC makers that now have to redesign products around more expensive hardware. The report says Intel has been telling partners that supply of