Another tech giant is stepping into the CPU race alongside Intel, AMD, and Arm. NVIDIA’s new Vera CPU shows how serious the AI infrastructure battle is getting.
""Nvidia has reportedly raised the wholesale prices of its flagship GeForce RTX 5090 and Chinese-exclusive RTX 5090D V2 graphics cards by approximately $300 USD for its board partners. This price adjustment, enacted mid-May 2026, is driven by a massive, ongoing global shortage and resulting skyrocketing costs of GDDR7 memory.""
Great breakdown of Waymo’s achievement. The 13x safety milestone is a huge validation of their hybrid architecture, proving that true autonomy requires strict engineering rigor over just massive data scraping.
Very promising direction for the future of AI infrastructure. Memory bandwidth, power efficiency, and thermals are becoming just as important as GPU performance itself. If Intel’s ZAM architecture can scale beyond prototype stage, this could become one of the most important memory innovations of the AI era.
" As agentic AI fuels CPU demand, AMD expects server CPU sales to surge 70%+ YoY in 2Q, while projecting the server CPU TAM to hit US$120B by 2030—reportedly more than triple the combined 2025 data center revenue of itself and Intel."