Compute Subsystem News Today

ARM has a simple and lucrative business model with an extremely strong moat. Read why ARM stock is a hold.

Announcements made ahead of the event next week

Datacenter analyst Matt Kimball digs into Googles announcement at Google Cloud Next of its first home-grown, Arm-based processor and what it could mean for the industry.

Spoiler alert! A lot of neat things have just been added to the Arm Neoverse datacenter compute roadmap, but one of them is not a datacenter-class,

Arm reveals Neoverse V3, Neoverse N3, Neoverse E3 CPU cores, and compute subsystems.

In case you missed Satya Nadella’s keynote, here is the vast array of news and my perspectives on the impact to MSFT, AMD, and NVDIA.

Intels next-next-gen 14th Gen Core Meteor Lake CPUs confirmed to have VPU accelerator: for deep learning, AI inference.