AMD’s Consumer Roadmap 2026 is underwhelming
4nm will have a hard time competing with Intel 18A and TSMC 3nm
Last week, AMD presented its AI, data center, and consumer plans for the next few years to financial and industry analysts. Despite the huge success in the data center market, partial success in AI, and a solid roadmap ahead, I wanted to share a shortcoming on the consumer roadmap, especially concerning 2026.
PC makers bleed cash as AI giants hoard memory supplies
Shrinking margins force next year’s machines towards painful price hikes.
Global tech titans are gorging on DRAM and flash to feed their AI obsessions, leaving the humble PC market to scrap for leftovers as unit prices rocket.
Samsung teases its Exynos 2600 as a 2nm comeback kid
Korean giant hints it has finally heard the complaints.
Samsung has splashed out a glossy trailer to prove it really is cooking up the world’s first 2nm GAA chipset, the Exynos 2600, after months of leaks, whispers and leakers swearing blind it was the real deal.
AMD and HPE invoke ‘Helios’ to elbow into the AI rack wars
Here comes the sun
AMD has lobbed another shot at the AI infrastructure land grab by tightening its partnership with HPE to build out the next wave of open rack-scale systems, named after a Greek sun god.
AWS grabs Nvidia gear to muscle into the big AI leagues
Amazon arms its cloud with chip tech while rivals circle.
Amazon’s AWS outfit is strapping Nvidia’s prized NVLink Fusion into a future Trainium4 chip as it tries to lure heavyweight AI customers onto its cloud turf.