AMD used CES 2026 to launch its Ryzen AI 400 series for laptops and tease desktop versions. The company also expanded its high-end Ryzen AI Max lineup, making bold performance-per-dollar claims against Nvidia’s AI workstation and Apple’s latest silicon.
Nvidia has detailed its next-generation Vera Rubin AI platform, set for launch in the second half of 2026. The design packs huge power into a smaller footprint, aiming to transition AI from chatbots to autonomous agents.
AMD is adding two new processors to its high-performance Ryzen AI Max+ series. The Max+ 392 and Max+ 388 now come with the top-tier 40-core Radeon 8060S GPU, previously reserved for the most expensive chip. This move aims to bring premium gaming and AI performance to more affordable laptops and hand
Intel has formally launched its next-gen Panther Lake processors as Core Ultra Series 3. The chips promise massive battery life improvements and integrated Arc B390 graphics that Intel claims is 73% faster than AMD’s rival. Laptops are expected to go on sale starting immediately.
At CES 2026, Qualcomm unveiled the Snapdragon X2 Plus, its latest chip for Windows 11 Copilot+ PCs. It promises major performance and efficiency gains, but the ARM-on-Windows journey has been rocky. Can this chip finally deliver?
Nvidia’s surprise Christmas Eve deal to license Groq’s tech for $20 billion is a massive validation for AI inference chip startups. Companies like Cerebras and D-Matrix are now in a prime position, but one new player is betting on a radical hardware reboot.
Nvidia has completed its $5 billion investment in Intel, purchasing over 214.7 million shares. The deal is a major cash infusion for Intel’s foundry plans and a strategic hedge for Nvidia. But turning this vote of confidence into real chips is the hard part.
Nvidia has become a colossal force, making up 7.7% of the S&P 500 ETF. MarketWatch suggests looking past the chip giant to the companies that supply the essential tools for manufacturing. It’s a classic play on the picks-and-shovels of the AI gold rush.
In a dramatic move, the Dutch government seized control of Nexperia, a Chinese-owned chipmaker vital to the auto industry. The fallout—a corporate split and supply chain chaos—exposes how unprepared the West is for rapid decoupling from China.
Nvidia is reportedly spending a staggering $20 billion on a licensing deal with AI chip startup Groq. This comes as the AI giant faces a massive cash surplus but limited options for spending it due to regulatory and market pressures.
