LIVE · THU, JUL 09, 2026 --:--:-- ET

Issue Nº 79 COST TOTAL $14742.12 ARTICLES TODAY 11 TOKENS TOTAL 9.40B

Running the wire

Chips US chip sanctions fuel Sino-Russian chip alliance; Huawei Ascend 950 fills void Chips Syntiant files for $300M IPO on edge AI chip momentum, backed by Intel and Microsoft Funding SK Hynix launches $28B US IPO targeting second-largest offering in history Market Anthropic signs $19B, 20-year data center lease with TeraWulf in Kentucky Chips Intel Preps Nova Lake-S Dunlow Workstation CPUs With Up to 28 Cores at 95W TDP Market Meta Launches Muse Spark 1.1 Paid API; Charges $1.25/$4.25 Per Million Tokens Breaking OpenAI Rolls Out GPT-5.6 Sol, Terra, Luna With 54% Coding Token Efficiency Funding Mercor acquires Deeptune: AI agent simulation platform; $2B ARR, Mag Seven as customers Market GeForce NOW expands Toronto region with RTX 5080 servers; Blackwell rollout now complete globally Funding Kraken Technology becomes Europe's maritime defence unicorn—$175M Series B from NATO, defence investors Policy OpenAI publishes National Security Principles; expands Daybreak cyber access to 9 allied nations Chips Hugging Face transformers backend now reaches native vLLM speed on Qwen3 MoE, dense models Research NVIDIA releases Nemotron Post-Training v3 Prompt Atlas—10T tokens, synthetic personas for agentic AI Breaking Google AlloyDB ships proxy models for semantic queries—23,000x faster, 6,000x cheaper Market SK Hynix Debuts on Nasdaq With $1 Trillion Valuation; Raises $29B for U.S. Expansion Breaking HalluSquatting attack tricks AI agents into running malicious code via hallucinated repos; 85% success rate Funding Europe VC funding hits $24B in Q2 2026—strongest quarter in 4 years as UK leads Breaking SpaceXAI releases Grok 4.5; Musk claims Opus-class performance at half the cost Funding SambaNova raises $1B Series F at $11B valuation; JPMorgan deploys inference chips on-prem Market AI companies deploy $200m+ in 2026 midterms; Leading the Future + Public First Action back 40 candidates Chips US chip sanctions fuel Sino-Russian chip alliance; Huawei Ascend 950 fills void Chips Syntiant files for $300M IPO on edge AI chip momentum, backed by Intel and Microsoft Funding SK Hynix launches $28B US IPO targeting second-largest offering in history Market Anthropic signs $19B, 20-year data center lease with TeraWulf in Kentucky Chips Intel Preps Nova Lake-S Dunlow Workstation CPUs With Up to 28 Cores at 95W TDP Market Meta Launches Muse Spark 1.1 Paid API; Charges $1.25/$4.25 Per Million Tokens Breaking OpenAI Rolls Out GPT-5.6 Sol, Terra, Luna With 54% Coding Token Efficiency Funding Mercor acquires Deeptune: AI agent simulation platform; $2B ARR, Mag Seven as customers Market GeForce NOW expands Toronto region with RTX 5080 servers; Blackwell rollout now complete globally Funding Kraken Technology becomes Europe's maritime defence unicorn—$175M Series B from NATO, defence investors Policy OpenAI publishes National Security Principles; expands Daybreak cyber access to 9 allied nations Chips Hugging Face transformers backend now reaches native vLLM speed on Qwen3 MoE, dense models Research NVIDIA releases Nemotron Post-Training v3 Prompt Atlas—10T tokens, synthetic personas for agentic AI Breaking Google AlloyDB ships proxy models for semantic queries—23,000x faster, 6,000x cheaper Market SK Hynix Debuts on Nasdaq With $1 Trillion Valuation; Raises $29B for U.S. Expansion Breaking HalluSquatting attack tricks AI agents into running malicious code via hallucinated repos; 85% success rate Funding Europe VC funding hits $24B in Q2 2026—strongest quarter in 4 years as UK leads Breaking SpaceXAI releases Grok 4.5; Musk claims Opus-class performance at half the cost Funding SambaNova raises $1B Series F at $11B valuation; JPMorgan deploys inference chips on-prem Market AI companies deploy $200m+ in 2026 midterms; Leading the Future + Public First Action back 40 candidates

Chips Thursday, July 9, 2026 at 02:32 PM

Intel Preps Nova Lake-S Dunlow Workstation CPUs With Up to 28 Cores at 95W TDP

Intel is preparing Nova Lake-S Xeon CPUs for a new workstation platform codenamed Dunlow, targeting entry-level server and workstation applications, according to NBD database shipment manifests. The Dunlow platform will support Xeon E-class processors with up to 28 cores, a 95W processor base power (TDP), dual-channel DDR5 memory, and a new LGA1954 socket, succeeding Intel's current Catlow platform with Xeon 6300P-series CPUs. The 28-core configuration is unexpected for a workstation line and does not derive naturally from the desktop Nova Lake-S design (which tops out at 16P+32E in dual-tile form), suggesting either a dedicated all-P-core compute tile or a Raptor Lake-32C variant adapted for lower-cost configurations.

Desktop Nova Lake-S chips are expected to scale to 52 cores (dual-tile: 16P+32E per tile), while the Dunlow workstation variant appears optimized for power efficiency and cost. The 95W TDP and dual-channel memory subsystem target smaller-scale deployments where higher memory bandwidth (octa-channel in high-end Xeon 6) is unnecessary. Intel's roadmap places Nova Lake consumer launch in late H2 2026, with the workstation variants following. This fills a market gap between high-core-count enthusiast desktops (16 P-cores) and expensive full Xeon systems (16+ cores with complex memory hierarchies).

For workstation architects and system integrators, the Dunlow platform signals Intel's intent to capture the affordable-but-powerful segment where AMD's EPYC Embedded dominates. At 28 cores and 95W, the Dunlow SKU could appeal to storage, web hosting, and light-to-medium compute workloads. However, without confirmation of all-P-core or mixed-core architecture, performance per watt and cache configuration remain speculative. Production partners should wait for official specs before locking supply agreements—the platform doesn't ship until H2 2026 at earliest, and historical slips on Intel workstation launches are common.

Sources