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AMD spent two days in San Francisco arguing that the server CPU has stopped being a supporting part. The number carrying that argument: a data center CPU market worth roughly $220 billion by 2030, inside a total compute opportunity near $2 trillion. Worth being precise about what that figure is. AMD’s slide states a CAGR…
Read MoreTwo years ago, the GPU question answered itself. During the 2023–2024 shortage, H100 capacity often rented for $7 to $10 per GPU-hour when it could be found at all, and buying hardware was the only way to guarantee access. That world is gone. On-demand H100 SXM instances now list at $3.99 per GPU-hour on specialized…
Read MoreOn July 15, ASML confirmed that Intel had become the first company to ship high-volume logic chips manufactured with High-NA EUV lithography. Some of the Core Ultra Series 3 processors going into laptops right now contain layers printed on a machine that, until this year, had never produced a commercial chip. It is a real…
Read MoreThe head of SK Hynix’s parent group told Bloomberg TV that the company may move beyond selling memory chips and offer “Memory as a Service” (MaaS) — memory capacity delivered like a cloud subscription rather than a product shipped in a box. He was candid that MaaS is still “an idea at this point.” No…
Read MoreThe third-quarter memory numbers are starting to land, and they say the squeeze is nowhere near done. Contract negotiations point to another 20–30% increase for DRAM and 35–40% for NAND in Q3 2026. The more conservative survey puts it at 13–18% for conventional DRAM and 10–15% for NAND, quarter over quarter. The two forecasts disagree…
Read MoreOn June 30, Anthropic released Claude Sonnet 5 at $2 per million input tokens and $10 per million output during its introductory window — less than half the $5 and $25 the flagship Opus 4.8 charges, while scoring 63.2 to the flagship’s 69.2 on the SWE-bench Pro coding benchmark. Roughly ninety percent of the capability…
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