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On 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…
Read MoreFor two years the data-center story was all about GPUs and the memory feeding them. CPUs were the boring line item: you bought one or two per node to babysit the accelerators and moved on. That assumption broke this spring. On Intel’s Q1 2026 earnings call, Intel’s CFO said the ratio of CPUs to GPUs…
Read MoreArm 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 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 MoreAs we navigate the first quarter of 2026, the IT hardware landscape is grappling with a reality few predicted three years ago—though one we recently forecasted in our deep dive into how memory economics and AI are reshaping the graphics market. Today, that analysis has been further verified: we are witnessing a voluntary retreat from…
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