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Server processors now take up to 30 weeks to arrive, and the shortage predates Meta’s Muse. Agents still add demand, but two virtual CPUs per user overstates it: 100 million users would need about 12.5 million cores.
Read MoreAMD’s reported Q4 increase covers graphics, AI accelerators and chipsets but doesn’t mention Ryzen. Intel’s list prices have already risen twice this year, yet US store prices for desktop chips mostly haven’t followed. Here’s where the gap stands.
Read MoreTL;DR Diamond Rapids tops out at 256 P-cores, double the 128 in today’s Xeon 6980P. Intel detailed it at Hot Chips on 24 August; it ships in the second half of 2027. Hyperthreading is gone, so 256 cores means 256 threads — the same count the 128-core 6980P already delivers. SMT returns in the next…
Read MoreTL;DR Agents do need more CPU than chatbots did, but no published study shows the right number is one CPU per GPU. In real traffic, the CPU work of running code and searching databases took as long as the model itself in over a quarter of requests. The chips being sold for this are ordinary…
Read MoreAMD 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 MoreOn June 15, AMD announced it had acquired MEXT, a small software company with an unusual pitch: make cheap NAND flash look like DRAM to the operating system, so a server can run with far less of the expensive stuff. Terms weren’t disclosed, and AMD picked up MEXT’s engineering team along with the technology. For…
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