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CoreWeave And Oracle Begin NVIDIA Vera Rubin NVL72 Validation As Agentic AI Enters Its Next Hardware Era
AI, Hardware Angel Morales 6/18/26 AI, Hardware Angel Morales 6/18/26

CoreWeave And Oracle Begin NVIDIA Vera Rubin NVL72 Validation As Agentic AI Enters Its Next Hardware Era

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LPDDR6 Targets 512GB Modules As AI Datacenters Chase More Efficient Memory
AI, Hardware Angel Morales 6/16/26 AI, Hardware Angel Morales 6/16/26

LPDDR6 Targets 512GB Modules As AI Datacenters Chase More Efficient Memory

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NVIDIA GB300 Posts 20x Agentic AI Lead Over H200 In New AA AgentPerf Benchmark
AI, Hardware Angel Morales 6/15/26 AI, Hardware Angel Morales 6/15/26

NVIDIA GB300 Posts 20x Agentic AI Lead Over H200 In New AA AgentPerf Benchmark

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AMD Sees Unified Memory Architectures as a Major Future Direction for AI, Desktop, and Next Generation Computing
AI, Hardware Angel Morales 6/8/26 AI, Hardware Angel Morales 6/8/26

AMD Sees Unified Memory Architectures as a Major Future Direction for AI, Desktop, and Next Generation Computing

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NVIDIA Vera CPU Delivers 63% Performance Gain Over Grace As It Challenges AMD EPYC And Intel Xeon
AI, Hardware Angel Morales 5/28/26 AI, Hardware Angel Morales 5/28/26

NVIDIA Vera CPU Delivers 63% Performance Gain Over Grace As It Challenges AMD EPYC And Intel Xeon

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AMD EPYC Venice Enters Volume Production As Industry First 2 nm HPC CPU For Next Generation AI Infrastructure
AI, Hardware Angel Morales 5/25/26 AI, Hardware Angel Morales 5/25/26

AMD EPYC Venice Enters Volume Production As Industry First 2 nm HPC CPU For Next Generation AI Infrastructure

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NVIDIA Vera CPUs Reach Anthropic, OpenAI, SpaceXAI, and Oracle as Agentic AI Enters a New Infrastructure Phase
AI, Hardware Angel Morales 5/19/26 AI, Hardware Angel Morales 5/19/26

NVIDIA Vera CPUs Reach Anthropic, OpenAI, SpaceXAI, and Oracle as Agentic AI Enters a New Infrastructure Phase

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Goldman Sachs Sees Agentic AI Driving a Massive Token Boom, but Warns Bad Data Could Undercut the Payoff
AI, Hardware Angel Morales 5/11/26 AI, Hardware Angel Morales 5/11/26

Goldman Sachs Sees Agentic AI Driving a Massive Token Boom, but Warns Bad Data Could Undercut the Payoff

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Arm Sees Agentic AI Demand Surge as AGI CPU Customer Orders Top 2 Billion Dollars by Fiscal 2028
Semiconductor, Hardware, AI Angel Morales 5/8/26 Semiconductor, Hardware, AI Angel Morales 5/8/26

Arm Sees Agentic AI Demand Surge as AGI CPU Customer Orders Top 2 Billion Dollars by Fiscal 2028

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Lisa Su Says Agentic AI Is Adding to GPU Demand, Not Replacing It, as AMD Sees Server CPU Growth Accelerate
AI, Hardware, Semiconductor Angel Morales 5/7/26 AI, Hardware, Semiconductor Angel Morales 5/7/26

Lisa Su Says Agentic AI Is Adding to GPU Demand, Not Replacing It, as AMD Sees Server CPU Growth Accelerate

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AMD Raises Server CPU Outlook to 120 Billion Dollars as Lisa Su Says EPYC Verano Is Built Specifically for AI Infrastructure
Hardware, AI, Semiconductor Angel Morales 5/7/26 Hardware, AI, Semiconductor Angel Morales 5/7/26

AMD Raises Server CPU Outlook to 120 Billion Dollars as Lisa Su Says EPYC Verano Is Built Specifically for AI Infrastructure

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NVIDIA Expands Open Agentic AI Push With Nemotron 3 Nano Omni as Foxconn, Palantir, and Oracle Join New Multimodal Rollout
AI, Technology Angel Morales 4/30/26 AI, Technology Angel Morales 4/30/26

NVIDIA Expands Open Agentic AI Push With Nemotron 3 Nano Omni as Foxconn, Palantir, and Oracle Join New Multimodal Rollout

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AMD Says AI PCs Are Becoming The New Enterprise Standard As IDC Research Shows 81% Of Organizations Are Already Moving In
AI, Hardware Angel Morales 4/29/26 AI, Hardware Angel Morales 4/29/26

AMD Says AI PCs Are Becoming The New Enterprise Standard As IDC Research Shows 81% Of Organizations Are Already Moving In

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NVIDIA Vera Rubin Platforms Could Gain a Major Inference Boost From Groq 3 LPX as Foxconn Ramps AI Server Production
AI, Hardware Angel Morales 4/28/26 AI, Hardware Angel Morales 4/28/26

NVIDIA Vera Rubin Platforms Could Gain a Major Inference Boost From Groq 3 LPX as Foxconn Ramps AI Server Production

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CPU Demand Is So High That Intel Reportedly Boosted Margins by Selling Salvaged Xeon Chips
AI, Semiconductor, Hardware Angel Morales 4/28/26 AI, Semiconductor, Hardware Angel Morales 4/28/26

CPU Demand Is So High That Intel Reportedly Boosted Margins by Selling Salvaged Xeon Chips

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NVIDIA Taps Taiwan’s Nanya Technology for Vera Rubin LPDDR5X Memory as Agentic AI Drives CPU Demand
AI, Semiconductor, Hardware Angel Morales 4/28/26 AI, Semiconductor, Hardware Angel Morales 4/28/26

NVIDIA Taps Taiwan’s Nanya Technology for Vera Rubin LPDDR5X Memory as Agentic AI Drives CPU Demand

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NVIDIA Beats Everyone to DeepSeek V4 With Day 0 Blackwell Support and Nearly 3,500 Tokens Per Second
AI, Hardware Angel Morales 4/27/26 AI, Hardware Angel Morales 4/27/26

NVIDIA Beats Everyone to DeepSeek V4 With Day 0 Blackwell Support and Nearly 3,500 Tokens Per Second

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Intel Diamond Rapids 16 Channel Xeon Reportedly Slips Into 2027 With Up to 512 Cores
Hardware Angel Morales 4/27/26 Hardware Angel Morales 4/27/26

Intel Diamond Rapids 16 Channel Xeon Reportedly Slips Into 2027 With Up to 512 Cores

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Qualcomm’s Rumored Datacenter CPU Arrives at the Perfect Moment as Agentic AI Pushes CPU Demand Back Into Focus
AI, Hardware, Semiconductor Angel Morales 4/27/26 AI, Hardware, Semiconductor Angel Morales 4/27/26

Qualcomm’s Rumored Datacenter CPU Arrives at the Perfect Moment as Agentic AI Pushes CPU Demand Back Into Focus

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Meta Adds Tens of Millions of AWS Graviton Cores as Agentic AI Becomes a Major CPU Story
Semiconductor, AI, Hardware Angel Morales 4/27/26 Semiconductor, AI, Hardware Angel Morales 4/27/26

Meta Adds Tens of Millions of AWS Graviton Cores as Agentic AI Becomes a Major CPU Story

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