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Arm CEO Rene Haas shared a Computex 2026 stage with NVIDIA’s Jensen Huang to talk about “redefining the PC”. The same week, two things landed at once: NVIDIA’s RTX Spark put an Arm chip inside mainstream Windows laptops, and Arm’s first-ever data center processor, the Arm AGI CPU, was confirmed heading into mass production. That’s…
Read MoreBetween May 15 and May 18, 2026, NVIDIA’s Ian Buck hand-delivered the first production Vera CPU systems to Anthropic, OpenAI, and SpaceX AI on Friday, followed by Oracle Cloud Infrastructure on Monday. It was a literal white-glove launch — a vice president walking server boxes into customer lobbies with a screwdriver in his pocket. The…
Read MoreFor more than two decades, buying a server meant buying Intel. It was less a decision than a default — a reflex baked into procurement checklists, vendor relationships, and enterprise software licensing. Intel’s Xeon processors controlled more than 99% of the server CPU market for much of the 2000s and 2010s, generating operating margins estimated…
Read MoreIf you’ve tried to buy a server CPU lately, you’ve probably noticed something alarming: prices are up, lead times are stretching into months, and the chips you need might simply be unavailable. This isn’t a supply chain hiccup or a temporary logistics snag. It’s the direct result of a seismic shift happening inside the world’s…
Read MoreIf you’ve been following the artificial intelligence boom over the last few years, you’ve likely noticed a frantic, almost unprecedented gold rush. Tech giants, nation-states, and well-funded startups alike scrambled to buy as many NVIDIA H100 GPUs as possible, often waiting months for shipments and spending billions in capital expenditure. Why? To train the next…
Read MoreThe GTC 2026 keynote in San Jose marked a fundamental pivot in the history of computing. Jensen Huang didn’t just announce a faster GPU; he announced the end of the “Chatbot” phase of artificial intelligence and the official commencement of the Agentic AI Era. For the last three years, the industry’s focus was singular: Training.…
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