CPU

At its June 24 Investor Day, Qualcomm detailed a multi-generation data center chip line built for agentic AI inference, anchored by the Dragonfly C1000 CPU and AI300 accelerator, and named Meta as a server-CPU customer.

Intel's first 18A server chip ships with up to 288 Darkmont E-cores and 576 MB of L3 cache, claiming a 30% per-thread lead over AMD's 192-core EPYC 9965.

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.

AMD and Intel released the AI Compute Extensions specification, marking the x86 Ecosystem Advisory Group's first joint matrix-multiplication standard since the rivals formed the consortium in October 2024 to fend off Arm.

Intel's Core Ultra 7 270K Plus and Core Ultra 5 250K Plus ship with additional efficiency cores, native DDR5-7200 support, and aggressive pricing that undercuts their predecessors by up to $100, though AMD's X3D chips retain the gaming crown.

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.