… Overall, the analysts also expect the growth in agentic AI to significantly increase the total addressable market for server CPUs. With agentic AI expected to account for 30% of overall inference computing in the future, the CPU TAM can touch $211 billion by 2030, they explain. …
… Related Story OneXPlayer 3 Pairs Intel’s New Arc G3 Extreme With An 8.8-Inch OLED, Targeting Console-Class Handheld Gaming Now, the prominent leaker @OneRaichu speculates that the upcoming Intel Xe3P architecture-based integrated graphics will be nearly 20-25% faster vs the Xe3-based iGPUs. …
… There is speculation that the memory size will be around 2GB, as this memory allocation is seen in the RX 6300M for laptops. …
… Whether the price drop is temporary or whether more DDR5 RAM kits will see such a decline in price remains speculative at this point. It's because it will take a long time for the DRAM market to stabilize as major DRAM makers are focused on fulfilling the demands of AI data centers. …
As multiple reports claim that Intel is aggressively marketing its EMIB-T packaging technology to AI chip designers in order to shape itself as an alternative to TSMC's CoWoS packaging technology, another customer that it might land could be NVIDIA, according to UBS. …
… The latter launched at $899, but given the state of the market, due to higher DRAM and SSD prices, the MSI Claw 8 EX AI+ isn't launching for around a thousand bucks. We expect the price to be over $1,500, but this is just our speculation. …
… Zuhair's expertise lies in deconstructing complex topics such as fabrication nodes e.g., 2nm process , the economic impact of policies like the CHIPS Act, and the strategic development of AI infrastructure from NVIDIA, AMD and Intel. …
… We already know how NVIDIA is fond of showing higher performance figures by integrating DLSS into older-gen technologies , so there is a high possibility we could see older GPU models flooding the retail market. …
… We might see the N1 and N1X SoCs entering the market by the end of the year, but we will have to wait for the official confirmation. …
… Since we know that President Trump is 'fond' of micromanaging investments by the USG, a 'limited-scale' partnership could take place between Intel and OpenAI, but yet again, this is just speculation for now, and nothing is official. …