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Analyst says Nvidia poised to capture two-thirds of the x86 server CPU market from Intel and AMD with expected $20 billion in revenue — 'Nvidia is already on track' to deliver 4 million Vera CPUs in FY2027

…The first is Vera Rubin [platform containing two Rubin GPUs and one Vera CPU]. The second use case is Vera as a standalone CPU. The third is Vera with CX9 and its…

May 22, 2026 · Anton Shilov

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Microsoft unveils Project Solara AI, a chip-to-cloud platform built to power a new generation of 'agent-first' enterprise devices — hardware designed to run AI agents instead of traditional apps

5d ago

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Jensen Huang says Nvidia wants to 'reinvent the single most important tool of humanity' with RTX Spark — Nvidia CEO touts support of 'literally every computer maker in the world' for its agentic AI PC platform

6d ago

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Nvidia unveils RTX Spark Superchip for laptops and desktop PCs at Computex 2026 – new platform promises to turn Windows into an agentic AI OS with Arm CPU, Blackwell GPU, and 128GB unified memory

1w ago

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AI costs begin to bite as agents may increase token demand by 24 times, says Goldman Sachs report — Uber and Microsoft among companies feeling the bite of tokenized billing

1w ago

tomshardware.com › tech-industry

Tom's Hardware Unfiltered: Computex 2026, Day 1 — night markets, taking the MRT train, and a slew of demos

…platform (aka N1) and the company’s considerable efforts to spark a Windows on Arm revolution across hardware, operating system, and software. Even if you’re skeptical about Nvidia’s agentic AI…

Jun 2, 2026 · Joe Shields