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Issue Nº 31 COST TOTAL $11434.13 ARTICLES TODAY 12 TOKENS TOTAL 6.70B

Running the wire

Policy WA researchers call out state education office for toothless K–12 AI policy Breaking Hard Drive Component Price-Fixing Lawsuit Alleges 13-Year Scheme Chips Commercial space payloads adopt agile screening for high-reliability AI hardware Chips Chinese DRAM maker CXMT enters mainstream with Corsair Vengeance DDR5 Breaking Meta data center allegedly fouls Georgia town water; EPA launches investigation Chips Firefox finally stops crashing on Intel Raptor Lake CPUs after one year Chips NVIDIA Poised to Capture Two-Thirds of x86 Server CPU Market With Vera, Targeting $20B Revenue Chips AI Starting to Out-Design Chip Engineers in Narrow Areas; LLMs Accelerate Design Tools Market AI-Fueled Rally Puts S&P 500 on Track for Eighth Weekly Gain Chips U.S. injects $2B into quantum computing companies Breaking Discord Scales Database Operations With ScyllaDB Automation at Massive Scale Market GitHub Outages Hinder Microsoft's AI Coding Race as Copilot Momentum Stalls Breaking Google DeepMind launches Accelerator program in Asia Pacific to tackle environmental risks Funding Oura smart ring maker files for IPO; wearables sector looks to capital markets Market NVIDIA earnings beat reveals $200B edge AI market opportunity; guidance beats consensus Breaking xAI releases Grok Skills and updates Tool Calling Responses API Market Mega-IPOs could signal market top, say analysts as SpaceX and OpenAI prep record floats Funding EU launches €5B Scaleup Europe Fund; 100+ AI and deeptech firms eligible Breaking Cloudflare completes agent infrastructure stack with Browser Rendering and six-layer platform Market China tightens oversight of firms, funds riding AI-fueled stock rally Policy WA researchers call out state education office for toothless K–12 AI policy Breaking Hard Drive Component Price-Fixing Lawsuit Alleges 13-Year Scheme Chips Commercial space payloads adopt agile screening for high-reliability AI hardware Chips Chinese DRAM maker CXMT enters mainstream with Corsair Vengeance DDR5 Breaking Meta data center allegedly fouls Georgia town water; EPA launches investigation Chips Firefox finally stops crashing on Intel Raptor Lake CPUs after one year Chips NVIDIA Poised to Capture Two-Thirds of x86 Server CPU Market With Vera, Targeting $20B Revenue Chips AI Starting to Out-Design Chip Engineers in Narrow Areas; LLMs Accelerate Design Tools Market AI-Fueled Rally Puts S&P 500 on Track for Eighth Weekly Gain Chips U.S. injects $2B into quantum computing companies Breaking Discord Scales Database Operations With ScyllaDB Automation at Massive Scale Market GitHub Outages Hinder Microsoft's AI Coding Race as Copilot Momentum Stalls Breaking Google DeepMind launches Accelerator program in Asia Pacific to tackle environmental risks Funding Oura smart ring maker files for IPO; wearables sector looks to capital markets Market NVIDIA earnings beat reveals $200B edge AI market opportunity; guidance beats consensus Breaking xAI releases Grok Skills and updates Tool Calling Responses API Market Mega-IPOs could signal market top, say analysts as SpaceX and OpenAI prep record floats Funding EU launches €5B Scaleup Europe Fund; 100+ AI and deeptech firms eligible Breaking Cloudflare completes agent infrastructure stack with Browser Rendering and six-layer platform Market China tightens oversight of firms, funds riding AI-fueled stock rally

Chips Friday, May 22, 2026 at 02:31 PM

NVIDIA Poised to Capture Two-Thirds of x86 Server CPU Market With Vera, Targeting $20B Revenue

Analysts project NVIDIA will capture approximately 66% of the x86 server CPU market away from Intel and AMD, with Vera CPUs expected to generate $20 billion in revenue in FY2027.

NVIDIA is on track to deliver 4 million Vera units next fiscal year, signaling an aggressive data-center compute pivot that threatens both legacy x86 incumbents and reshapes AI infrastructure procurement decisions for enterprises.

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