ARM

NVIDIA officially unveiled the RTX Spark Superchip at Computex 2026 — a 20-core Arm Grace CPU paired with a Blackwell GPU and up to 128GB of unified memory, launching in laptops from six OEMs in fall 2026.

NVIDIA will reveal the N1/N1X SoC at Jensen Huang's June 1 GTC Taipei keynote, a Blackwell-GPU Arm chip co-developed with MediaTek targeting Dell and Lenovo laptops.

NVIDIA VP Ian Buck personally delivered the first production Vera CPU systems to Anthropic, OpenAI, SpaceXAI, and Oracle in California, marking the commercial arrival of NVIDIA's first purpose-built agentic AI processor.

Q4 FY2026 results, announced May 6, 2026: revenue up 20%, license revenue up 29%, and AGI CPU demand running at twice the previously stated level.

Meta will deploy tens of millions of AWS Graviton cores to power CPU-intensive agentic AI workloads in a multiyear, multibillion-dollar partnership that AWS describes as one of its largest Graviton commitments to date and that extends Meta's push to diversify beyond Nvidia.

Both x86 chipmakers have notified OEMs of 10-15% price increases effective March-April, as AI data center demand consumes manufacturing capacity and pushes delivery times from weeks to months.

LLVM 22.1 landed on March 11 with distributed ThinLTO, C2y named loops and defer, Armv9.7-A assembly, and AMD Zen 4 optimizations as the toolchain removes Google NaCl.