Arm challenged it on two fronts at once. At Computex 2026, NVIDIA's RTX Spark put a 20-core Arm CPU + Blackwell GPU inside mainstream Windows laptops, while Arm's first data-center chip — the AGI CPU — hit mass production with Meta, OpenAI and Oracle aboard. So what happens to x86 servers and parts out there now?

https://www.buysellram.com/blog/from-rtx-spark-to-agi-cpu-arms-two-front-challenge-to-x86/

#Arm #x86 #DataCenter #RTXSpark #NVIDIA #CPU #ITAD #ServerHardware #AGICPU #WindowsOnArm #AIInfrastructure #tech

"At Computex 2026, Intel is offering a few more details and updates for its next-generation Data Center GPU product, code-named Crescent Island. The Crescent Island GPU will be built on Intel's Xe3P GPU architecture. Intel says this architecture is "built for agentic AI," and ....."

https://www.tomshardware.com/pc-components/gpus/intel-details-long-awaited-crescent-island-ai-gpu-at-computex-boasts-up-to-480-gb-of-lpddr5x-to-combat-memory-shortages-company-shares-more-details-of-its-xe3p-inference-accelerator-at-computex

#Intel #Comptex2026 #GPU #Xe3P #DataCenter #AgenticAI #tech

https://nvidianews.nvidia.com/news/nvidia-microsoft-windows-pcs-agents-rtx-spark
NVIDIA RTX Spark powers the world’s first Windows PCs purpose-built for personal agents, featuring 1 petaflop of AI performance, industry-leading power efficiency, full-stack NVIDIA AI and graphics technology, and up to 128GB of unified memory.

NVIDIA and Microsoft collaborate to deliver a native Windows experience for personal agents, including new security primitives and NVIDIA OpenShell to run agents securely ...

#Nvidia #PC #AIPC #Microsoft #PersonalAI #technology

Dell just had its biggest single-day stock gain ever — up ~32% — after AI server revenue grew 757% to $16.1B. But "Dell AI server" is really one product: the PowerEdge XE9712 (NVIDIA GB200/GB300 NVL72). And the main buyers aren't AWS or Google — they're neoclouds like CoreWeave and Nscale.

https://www.buysellram.com/blog/dell-ai-server-757-percent-powerede-lineup/

#DellTechnologies #DellAI #PowerEdge #NVIDIA #AIServers #AIInfrastructure #DataCenter #EnterpriseIT #ITAD #CoreWeave #Blackwell #GB200 #tech

NVIDIA's next-generation Vera Rubin NVL72 rack is projected to hit an estimated $7.8 million, driven by an unprecedented 435% cost explosion within the memory subsystem. As HBM4 and LPDDR5X consume up to 30% of total system hardware bills, enterprise operators must re-evaluate legacy asset recovery to offset spiraling infrastructure CapEx.

https://www.buysellram.com/blog/why-nvidias-vera-rubin-racks-cost-double-and-memory-is-the-surprise/

#DataCenter #AIInfrastructure #NVIDIA #VeraRubin #Semiconductors #HardwareEconomics #ITAD #TechProcurement #ServerRAM #technology

"
>>Micron and SK Hynix both crossed $1 trillion market cap in the same week, a first for pure-play memory chipmakers.
>>UBS tripled its Micron price target to $1,625, citing long-term HBM supply contracts tied to agentic AI workload expansion.
>>Micron stock has more than tripled year-to-date as agentic AI workloads drive record demand for high-bandwidth memory. "

https://aiweekly.co/alerts/micron-hits-1-trillion-on-ai-memory-boom

#Micron #RAM #HBM #SKhynix

"Intel Arc G-Series represents years of focused innovation and a deep commitment to gaming. It delivers uncompromising PC performance in the palm of your hand, combined with the console-like accessibility and immediacy gamers expect. With cutting-edge graphics technologies like XeSS 3 and breakthrough efficiency for longer unplugged play, Intel Arc G-Series proves that while others make tradeoffs, gamers don't have to."

https://newsroom.intel.com/client-computing/intel-arc-g-series-processors-set-a-new-standard-for-handheld-pc-gaming

#intel #CPU #gaming #IntelArcGSeries #tech

Nvidia quietly raised RTX 5090 wholesale prices by $300 on May 13 — and board partners have no choice but to pass it on. The culprit: GDDR7 memory now accounts for over 80% of the card's bill of materials, driven by AI infrastructure demand consuming foundry capacity. Street prices are already above $4,000 on most configurations, with some models heading toward $4,500–$5,000.
https://www.buysellram.com/blog/why-rtx-5090-prices-keep-climbing-nvidias-wholesale-hike-and-the-gddr7-shortage-behind-it/

#Nvidia #RTX5090 #GPU #GDDR7 #DataCenter #PCHardware #EnterpriseIT #BuySellRam #tech

For two decades, buying a server meant buying Intel. That era is ending.

AMD just hit a record 46.2% of server CPU revenue in Q1 2026. ARM-based chips — built by AWS, Google, and Microsoft on ARM's licensed architecture — now account for 17–21% of shipments.

https://www.buysellram.com/blog/the-end-of-intels-monopoly-how-amd-and-arm-are-quietly-redrawing-the-data-center-map/

#DataCenter #ServerCPU

#AMD #EPYC #Intel #ARM #CloudInfrastructure #ITAD #EnterpriseIT #TechNews #Semiconductor #Xeon #Hyperscaler