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Intel bit off more than it could chew with 18A process node
Intel is keen to reassure investors that its troubles with the 18A manufacturing process were a one-off, and that it is better positioned to capitalize on what it expects will be growing demand for CPUs used in AI inference workloads. Speaking at the Bank of America 2026 Global Technology Conference in San Francisco, Chipzilla’s chief financial officer David Zinsner claimed that the firm simply bit off more than it could chew in trying to move too fast with the new process node. “I would say...
If cores are what agents crave, Intel's new Clearwater Xeon 6+ might just quench their thirst
Intel’s Clearwater Forest Xeons were originally designed to power telco networks, SaaS apps, and other high-volume web-scale workloads. But by a stroke of luck, the x86 giant may have also built an agentic AI beast. AI model training, inference, and the GPUs that power them have dominated the discourse for the past few years, but with the rise of agentic harnesses like OpenClaw, CPUs are back in the limelight.
AMD takes a third of server CPU market as shipments grow
Processor shipments declined by more than six percent during the first quarter of 2026, at least for the x86 world, with server CPUs bucking the trend and AMD in particular showing strong performance. These are the latest figures from Mercury Research’s PC Processor report, which tracks the ins and outs of the component markets. The firm says that the total volume of x86 processor chips shipped was lower during this quarter than the previous one, which is seasonally typical, but the...