NVIDIA
11 posts
Apple Silicon's first generation skip: M6 ships base-only, M6 Pro/Max cut to make room for M7
Bloomberg reports Apple will skip M6 Pro and M6 Max entirely, pushing pro-tier Mac chips to the M7 family in late 2027 — the first break in Apple Silicon's annual Pro/Max cadence since 2020.
Samsung's $648B Korean AI bet — SK Hynix joins, 2040s expansion pulled into mid-2030s
Samsung will announce a ₩1,000T (~$648B) ten-year plan, with SK Hynix joining. Korean chip expansion planned for the 2040s is being pulled into the mid-2030s by AI memory demand.
IBM ships first sub-1nm chip: 0.7nm (7Å) at Albany, ~100B transistors on a nail-sized die
IBM unveils a 0.7nm (7-angstrom) chip — humanity's first sub-1nm node. Density 2× its own 2nm, ~100B transistors on a nail-sized die. Mass production in ~5 years.
AMD FSR 4.1 lands on RX 7000 in July — INT8 version claims quality parity with FP8
AMD's FSR 4.1 expands from RX 9000 to RX 7000 in July. The INT8 build claims quality parity with the FP8 version. RX 6000 and Steam Deck GPU come early 2027 with shader-based inference.
Computex 2026's oddity: a brand new 6×HDMI card based on the 2018 RX 580
At Computex 2026, in a hall full of RTX 50 and RDNA 4, Maxsun showed off a 6×HDMI 8GB card based on the 2018 RX 580 2048SP — meant for signage and monitoring walls.
NVIDIA's N1X drops tomorrow — Qualcomm's Windows-on-Arm monopoly is ending
NVIDIA, Microsoft and Arm posted in sync: a Computex Taipei keynote from Jensen Huang on June 1 will unveil N1 and N1X chips. Dell XPS, Lenovo Legion 7, ASUS ProArt, MSI, and Surface are all queued.
iOS 27 Siri's new brain: a Gemini-distilled on-device model, with Google Cloud fallback
iOS 27 Siri will run a small model distilled from Google's full Gemini for on-device queries; some requests will go to a licensed Gemini in Google Cloud. Apple pays Google ~$1B/year for it.
AI cybersecurity arms race — Anthropic Mythos vs OpenAI Daybreak
Within six weeks, both Anthropic (Project Glasswing + Claude Mythos) and OpenAI (Daybreak) entered enterprise cybersecurity. Mozilla used Mythos to fix 271 bugs in Firefox.
Huang admits it: China AI chip market handed to Huawei
NVIDIA CEO Jensen Huang on CNBC: «Huawei is very, very strong.» Q2 outlook excludes any China revenue. China used to be ~20% of NVIDIA's data center business.
AMD pours $10B+ into Taiwan — Helios AI servers ship H2 2026
AMD commits over $10B to Taiwan's semiconductor ecosystem on May 21 — partnerships with ASE and SPIL for advanced packaging, and Helios rack-scale AI platform shipping H2 2026.
NVIDIA Q1 — $81.6B revenue, +85% YoY, $80B buyback announced
NVIDIA's FY27 Q1: $81.6B revenue (+85% YoY), data center $75.2B (+92%), $58.3B net income. Board authorizes $80B buyback. Quarterly dividend up 25× to $0.25.