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Microsoft’s MacBook Pro competitor is here: Surface Laptop Ultra - 15" Mini-LED touchscreen display - Up to 2000nits of peak HDR brightness - Large haptic touchpad - Nvidia RTX Spark (20-core ARM CPU) - Blackwell GPU (6144 CUDA Cores) - Up to 128GB unified memory - 1 petaflop of... show more

Shishir

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NEW: Microsoft just unveiled its most powerful Surface ever. Surface Laptop Ultra is a 15-inch NVIDIA-powered laptop built to run local AI models, creative work, and gaming. • NVIDIA RTX Spark chip with up to 20 Arm CPU cores • Blackwell GPU with 6,144 CUDA cores • Up to 128GB unified memory • Runs up to 120B parameter AI models locally • 15-inch mini-LED display with 2,000 nits peak brightness • Dual-fan cooling with 2.5x the thermal capacity of Surface Laptop 7 This could be a serious AI workstation.

NEW: Microsoft just unveiled its most powerful Surface ever. Surface Laptop Ultra is a 15-inch NVIDIA-powered laptop built to run local AI models, creative work, and gaming. • NVIDIA RTX Spark chip with up to 20 Arm CPU cores • Blackwell GPU with 6,144 CUDA cores • Up to 128GB unified memory • Runs up to 120B parameter AI models locally • 15-inch mini-LED display with 2,000 nits peak brightness • Dual-fan cooling with 2.5x the thermal capacity of Surface Laptop 7 This could be a serious AI workstation.

Ritwik Pavan

93,436 Aufrufe • vor 2 Monaten

First hands-on with Microsoft’s new Surface Laptop Ultra. Microsoft is clearly positioning this as a new class of creator and AI laptop, powered by new NVIDIA silicon with an RTX GPU built for local AI, creative workflows, and gaming. A few standout specs: -New NVIDIA chip with RTX GPU -Up to 1 petaflop of AI compute -Up to 128GB unified memory -15-inch mini-LED PixelSense Ultra touchscreen -3:2 aspect ratio -262 PPI -Up to 2,000 nits peak HDR brightness -Less than 18mm thick

First hands-on with Microsoft’s new Surface Laptop Ultra. Microsoft is clearly positioning this as a new class of creator and AI laptop, powered by new NVIDIA silicon with an RTX GPU built for local AI, creative workflows, and gaming. A few standout specs: -New NVIDIA chip with RTX GPU -Up to 1 petaflop of AI compute -Up to 128GB unified memory -15-inch mini-LED PixelSense Ultra touchscreen -3:2 aspect ratio -262 PPI -Up to 2,000 nits peak HDR brightness -Less than 18mm thick

Chubby♨️

65,993 Aufrufe • vor 2 Monaten

Nvidia announces the new RTX Spark, a new platform powered by the NX1 CPU, and shows off Spark laptops running 007 First Light and Forza 6. The CPU has 20 ARM based cores and a Blackwell RTX GPU with 6144 CUDA Cores. This is the same core count as a 5070, but with 128GB of unified LPDDR5X RAM memory sitting in the same package as the CPU and GPU. The entire Nvidia software stack is available, particularly CUDA, vital for AI. Nvidia's new laptops will likely be ideal for running local LLMs be cause the unified memory means you can load models up to 120-180B parameters (quantized). These laptops are expected to ship later this year and could become strong competitors to high-end MacBooks and even Mac Studios for local AI workloads, thanks to CUDA support and unified memory. Price is unannounced.

Nvidia announces the new RTX Spark, a new platform powered by the NX1 CPU, and shows off Spark laptops running 007 First Light and Forza 6. The CPU has 20 ARM based cores and a Blackwell RTX GPU with 6144 CUDA Cores. This is the same core count as a 5070, but with 128GB of unified LPDDR5X RAM memory sitting in the same package as the CPU and GPU. The entire Nvidia software stack is available, particularly CUDA, vital for AI. Nvidia's new laptops will likely be ideal for running local LLMs be cause the unified memory means you can load models up to 120-180B parameters (quantized). These laptops are expected to ship later this year and could become strong competitors to high-end MacBooks and even Mac Studios for local AI workloads, thanks to CUDA support and unified memory. Price is unannounced.

Grummz

30,573 Aufrufe • vor 2 Monaten

Surface Laptop Ultra is the closest Microsoft has ever come to building a no‑compromise performance machine, and the details are interesting to say the least. A full NVIDIA RTX Spark platform, up to 128GB of unified memory, a 15‑inch mini‑LED display hitting 2,000 nits, native Arm gaming progress, and a cooling system built for sustained heavy workloads. What Microsoft and NVIDIA are doing together here raises real questions about where Windows on Arm goes next and how this shifts expectations for pro‑grade laptops. #Surface (1/2)

Surface Laptop Ultra is the closest Microsoft has ever come to building a no‑compromise performance machine, and the details are interesting to say the least. A full NVIDIA RTX Spark platform, up to 128GB of unified memory, a 15‑inch mini‑LED display hitting 2,000 nits, native Arm gaming progress, and a cooling system built for sustained heavy workloads. What Microsoft and NVIDIA are doing together here raises real questions about where Windows on Arm goes next and how this shifts expectations for pro‑grade laptops. #Surface (1/2)

Windows Central

13,939 Aufrufe • vor 2 Monaten

$NVDA is entering the consumer PC chip market with RTX Spark, an $ARM based CPU/GPU/AI chip for Windows laptops and mini-PCs. The flagship version includes 20 CPU cores, 6,144 GPU cores, and up to 128GB of unified LPDDR5X memory, aimed at local AI agents, creators, developers, and gaming. Nvidia says 30+ laptops and 10+ desktops are already in development with partners including Microsoft, Dell, HP, Asus, Lenovo, MSI, Acer, and Gigabyte.

$NVDA is entering the consumer PC chip market with RTX Spark, an $ARM based CPU/GPU/AI chip for Windows laptops and mini-PCs. The flagship version includes 20 CPU cores, 6,144 GPU cores, and up to 128GB of unified LPDDR5X memory, aimed at local AI agents, creators, developers, and gaming. Nvidia says 30+ laptops and 10+ desktops are already in development with partners including Microsoft, Dell, HP, Asus, Lenovo, MSI, Acer, and Gigabyte.

Wall St Engine

109,479 Aufrufe • vor 2 Monaten

NVIDIA JUST FEATURED HERMES AGENT AT COMPUTEX 2026. Hermes is integrating with NVIDIA OpenShell and Microsoft security primitives for secure on-device agents on Windows. Dillon Rolnick, CEO of Nous Research: "RTX Spark and NVIDIA OpenShell give Hermes users a powerful and secure environment for agents to run and work alongside you. You realize you're buying a full-fledged assistant, not a typical laptop." RTX Spark specs: → 1 petaflop AI performance → 20-core Grace CPU (built with MediaTek) → Blackwell GPU, 6,144 CUDA cores → 5th gen Tensor Cores with FP4 precision → up to 128GB LPDDR5X unified memory, 300 GB/s → NVLink C2C chip-to-chip interconnect → runs 120B parameter LLMs locally → up to 1M token context window on device → 2x inference speed via multi-token prediction RTX Spark devices ship Fall 2026 from ASUS, Dell, HP, Lenovo, Microsoft Surface, MSI. full NVIDIA press release in the comments. full Hermes setup guide in the article 👇

NVIDIA JUST FEATURED HERMES AGENT AT COMPUTEX 2026. Hermes is integrating with NVIDIA OpenShell and Microsoft security primitives for secure on-device agents on Windows. Dillon Rolnick, CEO of Nous Research: "RTX Spark and NVIDIA OpenShell give Hermes users a powerful and secure environment for agents to run and work alongside you. You realize you're buying a full-fledged assistant, not a typical laptop." RTX Spark specs: → 1 petaflop AI performance → 20-core Grace CPU (built with MediaTek) → Blackwell GPU, 6,144 CUDA cores → 5th gen Tensor Cores with FP4 precision → up to 128GB LPDDR5X unified memory, 300 GB/s → NVLink C2C chip-to-chip interconnect → runs 120B parameter LLMs locally → up to 1M token context window on device → 2x inference speed via multi-token prediction RTX Spark devices ship Fall 2026 from ASUS, Dell, HP, Lenovo, Microsoft Surface, MSI. full NVIDIA press release in the comments. full Hermes setup guide in the article 👇

YanXbt

45,924 Aufrufe • vor 2 Monaten

Big day for Windows with Microsoft and NVIDIA announcing the next generation of Windows PCs powered by NVIDIA RTX Spark. These devices bring together performance, efficiency, graphics, and on-device AI in thin-and-light designs that make powerful experiences feel faster. RTX Spark delivers 1 petaflop of AI performance, industry-leading performance-per-watt, full stack NVIDIA AI and RTX graphics technology, and up to 128GB of unified memory. And the new Surface Laptop Ultra shows what happens when that power is thoughtfully applied. Creators and developers can move faster, push further, and build richer experiences locally on Windows, without compromise.

Big day for Windows with Microsoft and NVIDIA announcing the next generation of Windows PCs powered by NVIDIA RTX Spark. These devices bring together performance, efficiency, graphics, and on-device AI in thin-and-light designs that make powerful experiences feel faster. RTX Spark delivers 1 petaflop of AI performance, industry-leading performance-per-watt, full stack NVIDIA AI and RTX graphics technology, and up to 128GB of unified memory. And the new Surface Laptop Ultra shows what happens when that power is thoughtfully applied. Creators and developers can move faster, push further, and build richer experiences locally on Windows, without compromise.

Yusuf Mehdi

14,487 Aufrufe • vor 2 Monaten

Dell has announced its MacBook Neo competitor: the new XPS 13 starting at $699 - 13.4” 2.5K 120Hz Touch Display - 500 nits brightness - 100% DCI-P3 + Anti-Glare - Full CNC aluminum build - 12.7mm thin | ~1kg - Backlit keyboard - Intel Core 5 320 (Wildcat Lake) - 8GB RAM + 512GB SSD - 52Wh battery - 2x USB-C 3.2 Gen 2 ports - Windows Hello - Quad speakers - Wi-Fi 7 | No 3.5mm jack $599 for students. Available starting June. A more powerful version with Intel Core Ultra 7 355, up to 32GB RAM and 1TB storage is coming later this summer.

Dell has announced its MacBook Neo competitor: the new XPS 13 starting at $699 - 13.4” 2.5K 120Hz Touch Display - 500 nits brightness - 100% DCI-P3 + Anti-Glare - Full CNC aluminum build - 12.7mm thin | ~1kg - Backlit keyboard - Intel Core 5 320 (Wildcat Lake) - 8GB RAM + 512GB SSD - 52Wh battery - 2x USB-C 3.2 Gen 2 ports - Windows Hello - Quad speakers - Wi-Fi 7 | No 3.5mm jack $599 for students. Available starting June. A more powerful version with Intel Core Ultra 7 355, up to 32GB RAM and 1TB storage is coming later this summer.

Shishir

333,685 Aufrufe • vor 2 Monaten

JENSEN HUANG JUST HELD UP A CHIP THAT KILLS YOUR ENTIRE AI BILL nvidia and microsoft just announced the rtx spark at computex. 1 petaflop of ai on a chip you can hold in one hand. 128gb unified memory. 20 core cpu. full nvidia stack. most people spend $200 a month on chatgpt, claude, midjourney and cursor. that is $2,400 a year renting intelligence from someone else. this chip runs all of it locally for $5 in electricity per month. developers are already offering local ai setups to small businesses for $500 a month. ten clients. $5,000 a month. one chip doing all the work. the people who move on this in 2025 will look very far ahead by 2027. save this now.

JENSEN HUANG JUST HELD UP A CHIP THAT KILLS YOUR ENTIRE AI BILL nvidia and microsoft just announced the rtx spark at computex. 1 petaflop of ai on a chip you can hold in one hand. 128gb unified memory. 20 core cpu. full nvidia stack. most people spend $200 a month on chatgpt, claude, midjourney and cursor. that is $2,400 a year renting intelligence from someone else. this chip runs all of it locally for $5 in electricity per month. developers are already offering local ai setups to small businesses for $500 a month. ten clients. $5,000 a month. one chip doing all the work. the people who move on this in 2025 will look very far ahead by 2027. save this now.

winkle.

16,657 Aufrufe • vor 2 Monaten

NVIDIA just handed every solo creator and freelancer an unfair advantage. Jensen Huang walked on stage and announced RTX Spark. An ARM-based laptop chip that nobody saw coming. They called it the most power efficient PC chip ever built. 20 cores. Blackwell graphics. 6144 CUDA cores. Up to 128GB of LPDDR5X memory. But forget the spec sheet for a second. Here is what actually matters. RTX Spark is built to run AI models locally. No cloud subscription. No API costs. No waiting on a server somewhere. Everything runs directly on the laptop at full speed. That changes the math completely for anyone using AI to make money. The guy generating 3D assets in Blender with Claude his renders now take minutes instead of hours. More projects per day. More income per week. The girl producing AI kids content for YouTube local rendering means no upload wait times, no generation limits, no monthly fees eating into her margins. The freelancer building websites and automating outreach every AI tool in his stack now runs faster and cheaper than before. 30 laptops from Asus, Dell, Lenovo, MSI and others. Available this fall. For years the barrier was hardware. You needed an expensive setup to run serious AI workflows locally. NVIDIA just put that power inside a thin laptop anyone can carry anywhere. The people who already figured out how to monetize AI are about to move twice as fast. The people who haven’t started yet just ran out of excuses. Save this.

NVIDIA just handed every solo creator and freelancer an unfair advantage. Jensen Huang walked on stage and announced RTX Spark. An ARM-based laptop chip that nobody saw coming. They called it the most power efficient PC chip ever built. 20 cores. Blackwell graphics. 6144 CUDA cores. Up to 128GB of LPDDR5X memory. But forget the spec sheet for a second. Here is what actually matters. RTX Spark is built to run AI models locally. No cloud subscription. No API costs. No waiting on a server somewhere. Everything runs directly on the laptop at full speed. That changes the math completely for anyone using AI to make money. The guy generating 3D assets in Blender with Claude his renders now take minutes instead of hours. More projects per day. More income per week. The girl producing AI kids content for YouTube local rendering means no upload wait times, no generation limits, no monthly fees eating into her margins. The freelancer building websites and automating outreach every AI tool in his stack now runs faster and cheaper than before. 30 laptops from Asus, Dell, Lenovo, MSI and others. Available this fall. For years the barrier was hardware. You needed an expensive setup to run serious AI workflows locally. NVIDIA just put that power inside a thin laptop anyone can carry anywhere. The people who already figured out how to monetize AI are about to move twice as fast. The people who haven’t started yet just ran out of excuses. Save this.

Shelpid.WI3M

27,774 Aufrufe • vor 2 Monaten

AMD CEO LISA SU HELD A MINI PC ON STAGE THAT RUNS A 235B MODEL AND REPLACES YOUR $440/MONTH AI STACK amd's ryzen ai max+ 395 is the first x86 chip that runs a 200 billion parameter model on one piece of silicon. cpu and gpu share 128gb of unified memory, no separate graphics card needed the gmktec evo-x2 runs qwen3 235b fully, deepseek v3 comfortably and llama 3.3 70b with headroom. on linux you get 110gb of usable vram out of 128gb amd claimed the chip beat an nvidia rtx 5080 by more than 3x on deepseek r1 inference. a lunchbox sized pc outrunning a $1,000 discrete gpu on a real ai workload a heavy ai user pays $200 for claude code max, $200 for chatgpt pro, $20 for cursor and $20 for gemini. that's $5,280 a year and the box pays itself off in 9 to 10 months install ollama, pull the model, point claude code at localhost. same interface, nothing leaves the machine, nothing costs per request bookmark this and read the article below

AMD CEO LISA SU HELD A MINI PC ON STAGE THAT RUNS A 235B MODEL AND REPLACES YOUR $440/MONTH AI STACK amd's ryzen ai max+ 395 is the first x86 chip that runs a 200 billion parameter model on one piece of silicon. cpu and gpu share 128gb of unified memory, no separate graphics card needed the gmktec evo-x2 runs qwen3 235b fully, deepseek v3 comfortably and llama 3.3 70b with headroom. on linux you get 110gb of usable vram out of 128gb amd claimed the chip beat an nvidia rtx 5080 by more than 3x on deepseek r1 inference. a lunchbox sized pc outrunning a $1,000 discrete gpu on a real ai workload a heavy ai user pays $200 for claude code max, $200 for chatgpt pro, $20 for cursor and $20 for gemini. that's $5,280 a year and the box pays itself off in 9 to 10 months install ollama, pull the model, point claude code at localhost. same interface, nothing leaves the machine, nothing costs per request bookmark this and read the article below

starmex

979,627 Aufrufe • vor 1 Monat

Brand new SeedSigner Plus with smartcard! Quick unboxing & demo of creating a seed, saving to a Seedkeeper card and restoring from that card. This is the ultimate format IMO: - large screen - great to hold in hands - easy clicky buttons - but especially the fact that we longer have to manually transcribe QR codes is such a huge win for its already superior user experience. & Oh yeah, USB-C power! & spring loaded SD-card slot I’ve been dreaming of this for quite a while and finally it’s here. After having worked with +15 hardware wallets and ending up hating most of them mostly because of firmware & overal user experience. This really hits the mark! Comes preassembled & with Satochip Seedkeeper card, available at Bitsaga

Rob | Bitsaga.be

10,420 Aufrufe • vor 6 Monaten

THIS GUY WIRED GMKTEC EVO-X2 BOXES, A $40 USB-C BRICK AND AN RTX 3090 INTO A $6,800/MONTH OFFLINE AI FARM it looks like a messy rack with purple cables, mini pcs and a gpu lying on the desk. but the real point is brutal: one $1,800 gmktec evo-x2 can replace a $440/month ai stack, then the rack turns it into a local backend. the evo-x2 runs amd’s ryzen ai max+ 395 with 128gb of unified memory shared between cpu, gpu and npu. on linux, that gives up to 110gb of usable vram for local models without renting cloud compute. that is why the setup gets weird. qwen3-coder 30b, llama 3.3 70b, deepseek v3 and 200b-class models can run from boxes smaller than consoles. the rtx 3090 becomes a 24gb side node, not the whole system. the $40 anker nano ii 65w brick is the funny part. cheap power, tiny machines, one old gpu and local inference. the whole stack starts looking less like a workstation and more like a private ai grid. the subscription math is ugly. claude code max is $200/month, chatgpt pro is $200/month, cursor is $20/month and gemini adds another $20. that is $5,280/year before api usage even starts. point claude code at localhost, pull models through ollama and run agents all day: code reviews, scraping, transcription, research reports and client automations. 3 clients at $2,200/month turns this into a $6,800/month backend. bookmark this and read the article below

THIS GUY WIRED GMKTEC EVO-X2 BOXES, A $40 USB-C BRICK AND AN RTX 3090 INTO A $6,800/MONTH OFFLINE AI FARM it looks like a messy rack with purple cables, mini pcs and a gpu lying on the desk. but the real point is brutal: one $1,800 gmktec evo-x2 can replace a $440/month ai stack, then the rack turns it into a local backend. the evo-x2 runs amd’s ryzen ai max+ 395 with 128gb of unified memory shared between cpu, gpu and npu. on linux, that gives up to 110gb of usable vram for local models without renting cloud compute. that is why the setup gets weird. qwen3-coder 30b, llama 3.3 70b, deepseek v3 and 200b-class models can run from boxes smaller than consoles. the rtx 3090 becomes a 24gb side node, not the whole system. the $40 anker nano ii 65w brick is the funny part. cheap power, tiny machines, one old gpu and local inference. the whole stack starts looking less like a workstation and more like a private ai grid. the subscription math is ugly. claude code max is $200/month, chatgpt pro is $200/month, cursor is $20/month and gemini adds another $20. that is $5,280/year before api usage even starts. point claude code at localhost, pull models through ollama and run agents all day: code reviews, scraping, transcription, research reports and client automations. 3 clients at $2,200/month turns this into a $6,800/month backend. bookmark this and read the article below

Gipp 🦅

20,031 Aufrufe • vor 1 Monat

NVIDIA'S BIGGEST COMPETITOR AMD BUILT A BOX THAT RUNS A 235B MODEL AND KILLS $200 OPENAI AND $200 CLAUDE CODE FOR $9 A MONTH amd's ryzen ai max+ 395 is the first x86 chip that runs a 200 billion parameter model on a single piece of silicon with 128gb of unified memory the gmktec evo-x2 runs qwen3 235b fully, deepseek v3 comfortably and llama 3.3 70b with headroom. on linux you get 110gb of usable vram out of 128gb amd claimed the chip beat an nvidia rtx 5080 by more than 3x on deepseek r1 inference. a lunchbox sized pc outrunning a $1,000 discrete gpu on a real ai workload a heavy ai user pays $200 for claude code max, $200 for chatgpt pro, $20 for cursor and $20 for gemini. that's $5,280 a year and the box pays itself off in 9 to 10 months ollama installs in one command and claude code points at localhost so nothing leaves the machine and nothing costs per request bookmark this and read the article below

NVIDIA'S BIGGEST COMPETITOR AMD BUILT A BOX THAT RUNS A 235B MODEL AND KILLS $200 OPENAI AND $200 CLAUDE CODE FOR $9 A MONTH amd's ryzen ai max+ 395 is the first x86 chip that runs a 200 billion parameter model on a single piece of silicon with 128gb of unified memory the gmktec evo-x2 runs qwen3 235b fully, deepseek v3 comfortably and llama 3.3 70b with headroom. on linux you get 110gb of usable vram out of 128gb amd claimed the chip beat an nvidia rtx 5080 by more than 3x on deepseek r1 inference. a lunchbox sized pc outrunning a $1,000 discrete gpu on a real ai workload a heavy ai user pays $200 for claude code max, $200 for chatgpt pro, $20 for cursor and $20 for gemini. that's $5,280 a year and the box pays itself off in 9 to 10 months ollama installs in one command and claude code points at localhost so nothing leaves the machine and nothing costs per request bookmark this and read the article below

starmex

93,465 Aufrufe • vor 1 Monat

Jensen Huang just identified the next $200 billion market (Save this). The shift starts with a observation about agentic AI that changes everything about infrastructure. In the era of training and inference, the GPU was everything while CPU was a traffic cop, scheduling work, managing memory, dispatching tasks while the GPU did the heavy lifting. Agentic AI breaks that model entirely. An AI agent does not just run a single inference pass but rather it plans, calls tools, executes code in sandboxes, retrieves data from multiple sources and loops through complex multi-step reasoning sequences often thousands of times per second at scale. Every one of those operations runs through the CPU and the GPU sits idle waiting for the CPU to prepare the next task, supply the right context and execute the retrieval and tool calling logic fast enough to keep the accelerators fed. The CPU is now the conductor and the GPU is the orchestra and the bottleneck is the conductor falling behind. This is showing up in production AI factory utilization right now, which is exactly why Jensen built Vera from scratch rather than licensing x86. Vera achieves 40% lower peak memory latency than x86, 50% faster core to core communication, and 1.8 times the agentic sandbox performance of current x86 processors on a purpose-built architecture designed around the agentic loop. Now here is where the investment thesis gets interesting. The obvious beneficiary is Nvidia itself, and that thesis is real. Nvidia's CFO has guided for nearly $20 billion in Vera CPU revenue this fiscal year alone, a market Nvidia had zero presence in just three years ago. Intel held 60% of server CPU market share as recently as Q4 2025 and that transition is now happening at a pace Intel structurally cannot respond to. But the deeper question is, what architecture is Vera actually built on? Vera's Olympus cores are ARM compatible and every single Vera CPU deployed in every Vera Rubin rack in every data center in the world runs on ARM architecture. And ARM Holdings collects a royalty on every one of them. ARM does not make chips but rather licenses the instruction set architecture and CPU core designs that others build on top of. Every time Nvidia ships a Vera CPU, every time a hyperscaler deploys a Vera Rubin rack, every time an enterprise qualifies Vera for their AI factory, ARM earns a royalty. The secular tailwind here is almost perfectly constructed for ARM's business model. Amazon's Graviton, Microsoft's Cobalt, Google's Axion, Apple's silicon stack, and Qualcomm's data center push all run on ARM. And now Nvidia's Vera, which is projected to displace Intel as the largest server CPU supplier by revenue in a single fiscal year, is ARM. ARM's royalty rate on high end server chips is estimated at roughly 1 to 2% of chip selling price. At $5,000 per Vera CPU and 4 million units projected for FY2027, that is a royalty line growing from near zero to potentially $400 million to $800 million annually from Nvidia's data center CPU business alone before counting Amazon, Microsoft, Google, Apple, and Qualcomm. The total ARM addressable royalty base across all the silicon it already licenses is compounding at a rate that the current $130 billion market cap does not fully reflect. Jensen's CPU thesis is the most underappreciated catalyst in ARM's fundamental story, and the royalty compounding has barely started. Come join Milk Road Pro and get our full ARM royalty model and our entire AI trade thesis. Link below!

Jensen Huang just identified the next $200 billion market (Save this). The shift starts with a observation about agentic AI that changes everything about infrastructure. In the era of training and inference, the GPU was everything while CPU was a traffic cop, scheduling work, managing memory, dispatching tasks while the GPU did the heavy lifting. Agentic AI breaks that model entirely. An AI agent does not just run a single inference pass but rather it plans, calls tools, executes code in sandboxes, retrieves data from multiple sources and loops through complex multi-step reasoning sequences often thousands of times per second at scale. Every one of those operations runs through the CPU and the GPU sits idle waiting for the CPU to prepare the next task, supply the right context and execute the retrieval and tool calling logic fast enough to keep the accelerators fed. The CPU is now the conductor and the GPU is the orchestra and the bottleneck is the conductor falling behind. This is showing up in production AI factory utilization right now, which is exactly why Jensen built Vera from scratch rather than licensing x86. Vera achieves 40% lower peak memory latency than x86, 50% faster core to core communication, and 1.8 times the agentic sandbox performance of current x86 processors on a purpose-built architecture designed around the agentic loop. Now here is where the investment thesis gets interesting. The obvious beneficiary is Nvidia itself, and that thesis is real. Nvidia's CFO has guided for nearly $20 billion in Vera CPU revenue this fiscal year alone, a market Nvidia had zero presence in just three years ago. Intel held 60% of server CPU market share as recently as Q4 2025 and that transition is now happening at a pace Intel structurally cannot respond to. But the deeper question is, what architecture is Vera actually built on? Vera's Olympus cores are ARM compatible and every single Vera CPU deployed in every Vera Rubin rack in every data center in the world runs on ARM architecture. And ARM Holdings collects a royalty on every one of them. ARM does not make chips but rather licenses the instruction set architecture and CPU core designs that others build on top of. Every time Nvidia ships a Vera CPU, every time a hyperscaler deploys a Vera Rubin rack, every time an enterprise qualifies Vera for their AI factory, ARM earns a royalty. The secular tailwind here is almost perfectly constructed for ARM's business model. Amazon's Graviton, Microsoft's Cobalt, Google's Axion, Apple's silicon stack, and Qualcomm's data center push all run on ARM. And now Nvidia's Vera, which is projected to displace Intel as the largest server CPU supplier by revenue in a single fiscal year, is ARM. ARM's royalty rate on high end server chips is estimated at roughly 1 to 2% of chip selling price. At $5,000 per Vera CPU and 4 million units projected for FY2027, that is a royalty line growing from near zero to potentially $400 million to $800 million annually from Nvidia's data center CPU business alone before counting Amazon, Microsoft, Google, Apple, and Qualcomm. The total ARM addressable royalty base across all the silicon it already licenses is compounding at a rate that the current $130 billion market cap does not fully reflect. Jensen's CPU thesis is the most underappreciated catalyst in ARM's fundamental story, and the royalty compounding has barely started. Come join Milk Road Pro and get our full ARM royalty model and our entire AI trade thesis. Link below!

Milk Road AI

11,819 Aufrufe • vor 2 Monaten

So what is the new Commodore 64 Ultimate and what do you get in the box? Everything you need to know is below... OVERVIEW • The Commodore 64 Ultimate comes in 3 varieties: Basic Beige, Starlight Edition, and Founders Edition. • This is the first official Commodore 64 released in over 30 years!!!! COMPATIBILITY • Works with your original Commodore 64 gear (99% compatible). • Supports cartridges, datasette, and 1541 disk drives. • Plug in your datasette, 1541 disk drive, and cartridges and play your favourite games. DISPLAY OPTIONS • Supports both HDMI and CRT. WHAT'S IN THE BOX? • Spiral-bound User Guide • Power Supply • Quick Start User Guide • HDMI cable • Commodore 64 Ultimate (of course) • Stickers • 64GB USB drive with 50+ fully licensed games POWER SUPPLY • 12V, 100-240V with worldwide adapters • Usable in any corner of the Earth CONNECTIONS • 3x USB-A 2.0 • 1x USB-C • Internal MicroSD • HDMI • 8-pin DIN • 3.5mm audio headphone jack • Optical S/PDIF • Ethernet (100Mbps) • Wi-Fi (Built-in) • Cartridge Port • Datasette Port • Disk Drive Port • 2x DB-9 joystick ports • User Port • Power (12V DC) TECH SPECS • Core: AMD Xilinx Artix-7 FPGA • Memory: 128MB DDR2 RAM, 16MB NOR flash • Video: ○ 1080p @ 50Hz (PAL) or 60Hz (NTSC) ○ HDMI-certified ○ Virtually zero-lag ○ DVI-compatible via HDMI ○ Analog via DIN-8: CVBS, S-Video, or RGB • Audio: ○ 2 × SID sockets (6581/8580) with auto voltage and filter detection ○ UltiSID octal core FPGA SID emulation ○ SID-TAP header • Controls: ○ Rocker switch (power, reset, menu, freeze) • Storage & Compatibility: ○ USB thumb drives: FAT, FAT32, exFAT ○ File formats: .D64, .D71, .D81, .G64, .T64, .TAP, .PRG, .ROM, and more ○ C64 OS support coming soon ○ Original Commodore 64 ROMs included under license or via guided ROM setup on first boot ○ ISO-9660 image support ○ Integrated Ultimate-II+ functionality with tape emulation and DMA loader • Keyboard: ○ 66-key mechanical ○ Gateron Pro 3.0 55g switches ○ Original C64 layout and shapes ○ Full NKRO, USB plug ○ 70 RGB LEDs ○ Industry standard stabilizers and wires The Commodore 64 Ultimate is well, ultimate! Pre-order from their website COMMODORE (dot) NET

So what is the new Commodore 64 Ultimate and what do you get in the box? Everything you need to know is below... OVERVIEW • The Commodore 64 Ultimate comes in 3 varieties: Basic Beige, Starlight Edition, and Founders Edition. • This is the first official Commodore 64 released in over 30 years!!!! COMPATIBILITY • Works with your original Commodore 64 gear (99% compatible). • Supports cartridges, datasette, and 1541 disk drives. • Plug in your datasette, 1541 disk drive, and cartridges and play your favourite games. DISPLAY OPTIONS • Supports both HDMI and CRT. WHAT'S IN THE BOX? • Spiral-bound User Guide • Power Supply • Quick Start User Guide • HDMI cable • Commodore 64 Ultimate (of course) • Stickers • 64GB USB drive with 50+ fully licensed games POWER SUPPLY • 12V, 100-240V with worldwide adapters • Usable in any corner of the Earth CONNECTIONS • 3x USB-A 2.0 • 1x USB-C • Internal MicroSD • HDMI • 8-pin DIN • 3.5mm audio headphone jack • Optical S/PDIF • Ethernet (100Mbps) • Wi-Fi (Built-in) • Cartridge Port • Datasette Port • Disk Drive Port • 2x DB-9 joystick ports • User Port • Power (12V DC) TECH SPECS • Core: AMD Xilinx Artix-7 FPGA • Memory: 128MB DDR2 RAM, 16MB NOR flash • Video: ○ 1080p @ 50Hz (PAL) or 60Hz (NTSC) ○ HDMI-certified ○ Virtually zero-lag ○ DVI-compatible via HDMI ○ Analog via DIN-8: CVBS, S-Video, or RGB • Audio: ○ 2 × SID sockets (6581/8580) with auto voltage and filter detection ○ UltiSID octal core FPGA SID emulation ○ SID-TAP header • Controls: ○ Rocker switch (power, reset, menu, freeze) • Storage & Compatibility: ○ USB thumb drives: FAT, FAT32, exFAT ○ File formats: .D64, .D71, .D81, .G64, .T64, .TAP, .PRG, .ROM, and more ○ C64 OS support coming soon ○ Original Commodore 64 ROMs included under license or via guided ROM setup on first boot ○ ISO-9660 image support ○ Integrated Ultimate-II+ functionality with tape emulation and DMA loader • Keyboard: ○ 66-key mechanical ○ Gateron Pro 3.0 55g switches ○ Original C64 layout and shapes ○ Full NKRO, USB plug ○ 70 RGB LEDs ○ Industry standard stabilizers and wires The Commodore 64 Ultimate is well, ultimate! Pre-order from their website COMMODORE (dot) NET

Commodore Computer Museum 🕹

37,234 Aufrufe • vor 1 Jahr

AMD CEO Lisa Su just killed Nvidia’s $4,000 AI box with a $1,499 lunchbox. She walked on stage, held it in one hand, and ran a 235 billion parameter model live. No data center. No cloud. No rented GPU. The chip inside is something nobody saw coming. AMD’s Ryzen AI Max+ 395 is the first x86 silicon where CPU and GPU share the same 128GB of memory. That single trick lets a desktop run models that used to need a server rack. Out of those 128GB, Linux hands the GPU 110GB to play with. For context, an RTX 5090 gives you 32GB. A 4090 gives you 24. This box gives you more than three times either of them, in a chassis the size of a thick paperback. The benchmark that broke the room: this chip beat an Nvidia RTX 5080 by more than 3x on DeepSeek R1 inference. A $1,499 lunchbox outrunning a $1,000 discrete graphics card on a real AI workload. Nvidia spent a decade convincing the world you needed their hardware for serious AI. AMD just put that on a desk for half the price. Here is what nobody is telling you. A heavy AI user right now pays $200 for Claude Code Max, $200 for ChatGPT Pro, $20 for Cursor, $20 for Gemini. That is $5,280 a year leaving your account. The box pays itself off in 9 months and then runs free for the rest of its life. Install Ollama. Pull Qwen3 235B. Point Claude Code at localhost. Same interface you already use, except now nothing leaves your machine, nothing costs per request, and no company throttles your usage at 3am when you finally have time to build. This is the moment every AI subscription becomes optional. Lawyers stop fearing OpenAI leaks. Developers stop watching the token meter. Founders stop renting H100s for prototypes that never ship because the bill scared them. The first thousand people to figure this out will own the next two years of private AI consulting. Save this, and read the full breakdown article below you are watching the next shift hit before everyone else does.

AMD CEO Lisa Su just killed Nvidia’s $4,000 AI box with a $1,499 lunchbox. She walked on stage, held it in one hand, and ran a 235 billion parameter model live. No data center. No cloud. No rented GPU. The chip inside is something nobody saw coming. AMD’s Ryzen AI Max+ 395 is the first x86 silicon where CPU and GPU share the same 128GB of memory. That single trick lets a desktop run models that used to need a server rack. Out of those 128GB, Linux hands the GPU 110GB to play with. For context, an RTX 5090 gives you 32GB. A 4090 gives you 24. This box gives you more than three times either of them, in a chassis the size of a thick paperback. The benchmark that broke the room: this chip beat an Nvidia RTX 5080 by more than 3x on DeepSeek R1 inference. A $1,499 lunchbox outrunning a $1,000 discrete graphics card on a real AI workload. Nvidia spent a decade convincing the world you needed their hardware for serious AI. AMD just put that on a desk for half the price. Here is what nobody is telling you. A heavy AI user right now pays $200 for Claude Code Max, $200 for ChatGPT Pro, $20 for Cursor, $20 for Gemini. That is $5,280 a year leaving your account. The box pays itself off in 9 months and then runs free for the rest of its life. Install Ollama. Pull Qwen3 235B. Point Claude Code at localhost. Same interface you already use, except now nothing leaves your machine, nothing costs per request, and no company throttles your usage at 3am when you finally have time to build. This is the moment every AI subscription becomes optional. Lawyers stop fearing OpenAI leaks. Developers stop watching the token meter. Founders stop renting H100s for prototypes that never ship because the bill scared them. The first thousand people to figure this out will own the next two years of private AI consulting. Save this, and read the full breakdown article below you are watching the next shift hit before everyone else does.

AdiiX

3,390,521 Aufrufe • vor 1 Monat

The AI boom just hit a wall nobody saw coming. And it's not software. It's not regulation. It's not even energy... It's memory chips. Right now, Dell is raising PC prices by 30%. Intel can't ship chips. Nvidia is slashing GPU production by 40%. And almost nobody understands why. Here's the "hidden" crisis the AI industry is trying to hide: AI data centers are hoarding memory. Not GPUs. Not processors. MEMORY. Every AI server needs massive amounts of high-bandwidth memory (HBM) to run those models everyone's hyping. One problem: There are only 3 companies in the world that can make it. Samsung. SK Hynix. Micron. That's it. And all 3 just diverted their entire production capacity away from normal RAM to feed AI data centers. The math that breaks everything: 1 gigabyte of HBM takes 4X the manufacturing capacity of regular DRAM. AI will consume 20% of global DRAM production in 2026. But the thing is, consumer demand for RAM didn't disappear. PCs still need memory. Phones still need memory. Cars still need memory. But there's no capacity left to make it. The price explosion: RAM prices are up 246% in the last 6 months. DDR5 contract prices jumped 100% month-over-month in some cases. Dell's CFO said he's "never witnessed costs escalating at this pace." SK Hynix and Micron? Sold out through all of 2026. Micron straight up EXITED the consumer memory market entirely to focus on AI customers. If you're not building an AI data center, you're not getting memory chips. AI data centers pay 3-5X margins compared to consumer products. So memory manufacturers are rationally choosing: Serve Microsoft and Google's AI buildout, or serve Dell's laptop business? Easy choice. Every wafer allocated to an Nvidia H100 GPU is a wafer DENIED to your next laptop. It's a zero-sum game. And consumers are losing. The dangerous cascade effect: Nvidia is cutting RTX 50-series GPU production by 30-40% because they can't get GDDR7 memory. Dell, Lenovo, HP are all raising PC prices 15-30% in early 2026. Xiaomi and other smartphone makers are cutting shipment targets. Even Intel's crash last week? Partially driven by memory shortages limiting chip production. This is a PERMANENT reallocation of the world's silicon capacity. Not a temporary supply hiccup. For decades, consumer electronics (phones, PCs, laptops) drove memory production. Now? AI data centers are the priority customer. And that priority shift is reshaping the entire tech economy. The timeline Is worse than you think: Industry analysts project shortages lasting through 2027, maybe 2028. Why? Because building new memory fabs takes 3-5 YEARS. Micron's new Idaho fab won't meaningfully impact supply until 2028. Samsung and SK Hynix are too busy ramping up HBM4 production to expand consumer DRAM. So we're stuck. AI companies need memory to scale. But producing that memory DESTROYS the supply chain for everything else. My question here: Everyone's betting on AI scaling infinitely. But what if the AI boom STALLS because there's not enough memory to support it? What if we're not in an "AI supercycle" but a "memory shortage that kills the AI buildout"? Intel crashed 17% because they can't manufacture enough chips. The root cause though? Memory shortages limiting what they can even produce. Nvidia is cutting GPU production by 40%. AMD is struggling to get GDDR6 for Radeon cards. This isn't just a consumer problem. It's an AI infrastructure problem. And if memory doesn't scale, AI doesn't scale. The AI industry sold you on infinite scaling. But they forgot to mention the part where there's only 3 companies making the memory chips that power everything. And all 3 just chose AI data centers over you. Even Nvidia can't make enough GPUs to meet demand. Not because of energy. Not because of regulation... But because the memory supply chain is BROKEN. And it won't be fixed until 2028.

The AI boom just hit a wall nobody saw coming. And it's not software. It's not regulation. It's not even energy... It's memory chips. Right now, Dell is raising PC prices by 30%. Intel can't ship chips. Nvidia is slashing GPU production by 40%. And almost nobody understands why. Here's the "hidden" crisis the AI industry is trying to hide: AI data centers are hoarding memory. Not GPUs. Not processors. MEMORY. Every AI server needs massive amounts of high-bandwidth memory (HBM) to run those models everyone's hyping. One problem: There are only 3 companies in the world that can make it. Samsung. SK Hynix. Micron. That's it. And all 3 just diverted their entire production capacity away from normal RAM to feed AI data centers. The math that breaks everything: 1 gigabyte of HBM takes 4X the manufacturing capacity of regular DRAM. AI will consume 20% of global DRAM production in 2026. But the thing is, consumer demand for RAM didn't disappear. PCs still need memory. Phones still need memory. Cars still need memory. But there's no capacity left to make it. The price explosion: RAM prices are up 246% in the last 6 months. DDR5 contract prices jumped 100% month-over-month in some cases. Dell's CFO said he's "never witnessed costs escalating at this pace." SK Hynix and Micron? Sold out through all of 2026. Micron straight up EXITED the consumer memory market entirely to focus on AI customers. If you're not building an AI data center, you're not getting memory chips. AI data centers pay 3-5X margins compared to consumer products. So memory manufacturers are rationally choosing: Serve Microsoft and Google's AI buildout, or serve Dell's laptop business? Easy choice. Every wafer allocated to an Nvidia H100 GPU is a wafer DENIED to your next laptop. It's a zero-sum game. And consumers are losing. The dangerous cascade effect: Nvidia is cutting RTX 50-series GPU production by 30-40% because they can't get GDDR7 memory. Dell, Lenovo, HP are all raising PC prices 15-30% in early 2026. Xiaomi and other smartphone makers are cutting shipment targets. Even Intel's crash last week? Partially driven by memory shortages limiting chip production. This is a PERMANENT reallocation of the world's silicon capacity. Not a temporary supply hiccup. For decades, consumer electronics (phones, PCs, laptops) drove memory production. Now? AI data centers are the priority customer. And that priority shift is reshaping the entire tech economy. The timeline Is worse than you think: Industry analysts project shortages lasting through 2027, maybe 2028. Why? Because building new memory fabs takes 3-5 YEARS. Micron's new Idaho fab won't meaningfully impact supply until 2028. Samsung and SK Hynix are too busy ramping up HBM4 production to expand consumer DRAM. So we're stuck. AI companies need memory to scale. But producing that memory DESTROYS the supply chain for everything else. My question here: Everyone's betting on AI scaling infinitely. But what if the AI boom STALLS because there's not enough memory to support it? What if we're not in an "AI supercycle" but a "memory shortage that kills the AI buildout"? Intel crashed 17% because they can't manufacture enough chips. The root cause though? Memory shortages limiting what they can even produce. Nvidia is cutting GPU production by 40%. AMD is struggling to get GDDR6 for Radeon cards. This isn't just a consumer problem. It's an AI infrastructure problem. And if memory doesn't scale, AI doesn't scale. The AI industry sold you on infinite scaling. But they forgot to mention the part where there's only 3 companies making the memory chips that power everything. And all 3 just chose AI data centers over you. Even Nvidia can't make enough GPUs to meet demand. Not because of energy. Not because of regulation... But because the memory supply chain is BROKEN. And it won't be fixed until 2028.

Ricardo

594,643 Aufrufe • vor 6 Monaten

Everyone wrote Apple off as the AI loser, but one hardware spec might flip that story upside down (Save this). @jason called Apple a screaming buy on the back of a single chip detail. The rumored M7 Ultra, expected around 2028, is designed to support up to 1.5TB of unified memory, enough to run frontier class trillion parameter AI models locally, with no cloud required. The Street's bear case on Apple is straightforward. Apple has no frontier model of its own, Siri has stumbled for years and the company effectively rents OpenAI's models for its hardest queries. That narrative treats Apple as the one Magnificent Seven name that missed the AI wave entirely but the bull case flips that framing on its head. If frontier AI models keep shrinking and getting cheaper to run, Apple doesn't need the smartest model in the world, it just needs to own the device that model runs on. And unified memory is the mechanism that makes this possible. Unlike traditional systems where the CPU and GPU each need separate memory, Apple's architecture lets the CPU, GPU and Neural Engine draw from one shared pool. A fully specced M7 Ultra could theoretically run something on the scale of a 1.2 trillion parameter model locally and that capability plugs directly into the one advantage Apple has spent over a decade building: privacy. Apple has already shipped Private Cloud Compute, a system designed so even Apple can't access user data processed off device. Apple doubled down on this at WWDC 2026, framing on device privacy as non-negotiable while rivals default to the cloud. If the best AI models get small enough to run on Apple silicon, the moat stops being the model and becomes the hardware it has to sit on. Milk Road Pro remains bullish on Apple and it remains as one of our core positions, if you want the full thesis + our full AI trades, come join us using the link below for just a $1.

Everyone wrote Apple off as the AI loser, but one hardware spec might flip that story upside down (Save this). @jason called Apple a screaming buy on the back of a single chip detail. The rumored M7 Ultra, expected around 2028, is designed to support up to 1.5TB of unified memory, enough to run frontier class trillion parameter AI models locally, with no cloud required. The Street's bear case on Apple is straightforward. Apple has no frontier model of its own, Siri has stumbled for years and the company effectively rents OpenAI's models for its hardest queries. That narrative treats Apple as the one Magnificent Seven name that missed the AI wave entirely but the bull case flips that framing on its head. If frontier AI models keep shrinking and getting cheaper to run, Apple doesn't need the smartest model in the world, it just needs to own the device that model runs on. And unified memory is the mechanism that makes this possible. Unlike traditional systems where the CPU and GPU each need separate memory, Apple's architecture lets the CPU, GPU and Neural Engine draw from one shared pool. A fully specced M7 Ultra could theoretically run something on the scale of a 1.2 trillion parameter model locally and that capability plugs directly into the one advantage Apple has spent over a decade building: privacy. Apple has already shipped Private Cloud Compute, a system designed so even Apple can't access user data processed off device. Apple doubled down on this at WWDC 2026, framing on device privacy as non-negotiable while rivals default to the cloud. If the best AI models get small enough to run on Apple silicon, the moat stops being the model and becomes the hardware it has to sit on. Milk Road Pro remains bullish on Apple and it remains as one of our core positions, if you want the full thesis + our full AI trades, come join us using the link below for just a $1.

Milk Road AI

37,362 Aufrufe • vor 19 Tagen

Rene Haas just confirmed the Vera CPU thesis on yesterday’s Arm Q4 call. He didn’t mean to His framing: GPUs are reticle-limited. CPUs are not. The ratio shift is happening in core count, not chip count His exact words: “256 Vera CPU chips, 88 cores per chip, a 200-kilowatt liquid-cooled rack designed to sit in a data center adjacent to a Vera Rubin system” That is not a host CPU. That is a dedicated agentic orchestration Two days ago NVIDIA’s own engineers published the receipt. They traced a real 33-minute Claude Code session: 283 inference requests 58 main-agent turns coordinating 225 sub-agent invocations Context grew from 15K to 156K tokens before compaction dropped it to 20K Main agent alone processed ~3.5 million input tokens in the first 40 turns Anthropic’s own number: agentic systems consume up to 15x more tokens than chat. Coding agents sustain 95 to 98 percent prompt cache hit rates. Without caching, costs would be 6x higher This is what’s happening between GPU calls. File reads. Tool invocations. Sub-agent spawns. Compaction. KV cache management. None of it runs on the GPU That’s why 12,000 GPUs need 400,000 CPU cores. The 33-to-1 ratio isn’t a forecast. It’s a measurement NVIDIA states it in the blog directly: this won’t be resolved by adding more compute FLOPs and memory capacity Translation: the GPU-only path is exhausted. The agentic chapter requires a platform, not a chip Their seven-chip answer: Vera Rubin NVL72 —capacity and prefill Vera CPU — tool execution, KV cache offload Groq 3 LPX — SRAM-first decode, low-jitter generation NVLink 6, ConnectX-9, BlueField-4, Spectrum-X — fabric Result they claim: 400+ tokens per second per user on trillion-parameter MoE at 400K context. Vera spec: 88 Olympus cores, 176 threads, 1.8 TB/s NVLink-C2C, 1.2 TB/s LPDDR5X, 227 billion transistors. A 256-CPU rack delivers 45,056 threads and 400 TB of memory One detail nobody is talking about. The blog’s second author was previously Head of Agents at Groq. The third was previously at Groq Inc and Intel. NVIDIA didn’t license the LPX architecture. They absorbed the team that built it Haas isn’t pitching a competing thesis. He’s confirming this one from the other side of the table. Arm data center royalties doubled year-on-year. He expects them to double again Things feel slow right now because we’re between platforms. The speedup ships in H2 2026. The architectural argument is over. Deployment is the only variable left I cover this in The Quiet Architect and The Fourth Piece $arm $NVDA

Rene Haas just confirmed the Vera CPU thesis on yesterday’s Arm Q4 call. He didn’t mean to His framing: GPUs are reticle-limited. CPUs are not. The ratio shift is happening in core count, not chip count His exact words: “256 Vera CPU chips, 88 cores per chip, a 200-kilowatt liquid-cooled rack designed to sit in a data center adjacent to a Vera Rubin system” That is not a host CPU. That is a dedicated agentic orchestration Two days ago NVIDIA’s own engineers published the receipt. They traced a real 33-minute Claude Code session: 283 inference requests 58 main-agent turns coordinating 225 sub-agent invocations Context grew from 15K to 156K tokens before compaction dropped it to 20K Main agent alone processed ~3.5 million input tokens in the first 40 turns Anthropic’s own number: agentic systems consume up to 15x more tokens than chat. Coding agents sustain 95 to 98 percent prompt cache hit rates. Without caching, costs would be 6x higher This is what’s happening between GPU calls. File reads. Tool invocations. Sub-agent spawns. Compaction. KV cache management. None of it runs on the GPU That’s why 12,000 GPUs need 400,000 CPU cores. The 33-to-1 ratio isn’t a forecast. It’s a measurement NVIDIA states it in the blog directly: this won’t be resolved by adding more compute FLOPs and memory capacity Translation: the GPU-only path is exhausted. The agentic chapter requires a platform, not a chip Their seven-chip answer: Vera Rubin NVL72 —capacity and prefill Vera CPU — tool execution, KV cache offload Groq 3 LPX — SRAM-first decode, low-jitter generation NVLink 6, ConnectX-9, BlueField-4, Spectrum-X — fabric Result they claim: 400+ tokens per second per user on trillion-parameter MoE at 400K context. Vera spec: 88 Olympus cores, 176 threads, 1.8 TB/s NVLink-C2C, 1.2 TB/s LPDDR5X, 227 billion transistors. A 256-CPU rack delivers 45,056 threads and 400 TB of memory One detail nobody is talking about. The blog’s second author was previously Head of Agents at Groq. The third was previously at Groq Inc and Intel. NVIDIA didn’t license the LPX architecture. They absorbed the team that built it Haas isn’t pitching a competing thesis. He’s confirming this one from the other side of the table. Arm data center royalties doubled year-on-year. He expects them to double again Things feel slow right now because we’re between platforms. The speedup ships in H2 2026. The architectural argument is over. Deployment is the only variable left I cover this in The Quiet Architect and The Fourth Piece $arm $NVDA

Ben Pouladian

62,986 Aufrufe • vor 3 Monaten