Analysts see ‘increasing foundry success conviction’ as Intel CEO puts $12 million more of his own money in company — analysts point to accelerating foundry progress and capex expansion

Intel’s Lip-Bu Ran reportedly buys $12 million worth of Intel stock as analysts believe that the management is increasingly convinced about landing external customers.

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Qualcomm details Snapdragon C specs for $300 laptops for the first time — claims 67% faster performance on battery than Intel N250, AC performance remains a mystery (updated)
 Qualcomm details Snapdragon C specs for $300 laptops for the first time — claims 67% faster performance on battery than Intel N250, AC performance remains a mystery (updated)

Qualcomm has detailed the specs for its Snapdragon C processor, with 8 cores and claimed “all-day” battery life.

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Nvidia doubles RTX PRO 6000 Blackwell’s MSRP to a staggering $16,000 — 96GB card started pre-orders below $8,000 last year
 Nvidia doubles RTX PRO 6000 Blackwell’s MSRP to a staggering $16,000 — 96GB card started pre-orders below $8,000 last year

A data center GPU has become more expensive because of the AI boom enabled by unprecedented data center buildouts — shocking. Nvidia’s RTX 6000 Pro Blackwell is now twice as costly as it was last year at the time of its launch, and 20% more expensive than even a couple of months ago.

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CoreWeave proves Nvidia’s aging AI GPUs from 2020 can generate profit nine years after deployment, signs A100 contracts into 2029 — power constraints and legacy infrastructure keep old GPUs profitable
 CoreWeave proves Nvidia’s aging AI GPUs from 2020 can generate profit nine years after deployment, signs A100 contracts into 2029 — power constraints and legacy infrastructure keep old GPUs profitable

CoreWeave reported $2.58 billion in quarterly revenue, up 112% year over year.

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Nova Lake CPUs with cut-down E-core clusters may still retain full cache pool, says new leak — 8P+12E config predictions revised from 33MB to 36MB, 4P+4E config from 15MB to 18MB
 Nova Lake CPUs with cut-down E-core clusters may still retain full cache pool, says new leak — 8P+12E config predictions revised from 33MB to 36MB, 4P+4E config from 15MB to 18MB

A new leak from Jaykihn says some Nova Lake SKUs, including mobile counterparts, will retain the cache config of their fully-enabled variants despite having reduced E-cores.

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Intel CEO hints at return to the memory business — says market is ripe for innovation, hints at stacking memory and CPU
 Intel CEO hints at return to the memory business — says market is ripe for innovation, hints at stacking memory and CPU

Lip-Bu Tan says he has a pet project related to a new memory architecture.

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Save $106 on this 4TB Team Group SSD with Gen 4 speeds, now 10.2 cents per GB — Newegg coupon deal makes this T-Force G50 one of the cheapest PCIe 4.0 drives on sale right now with this amount of storage
 Save $106 on this 4TB Team Group SSD with Gen 4 speeds, now 10.2 cents per GB — Newegg coupon deal makes this T-Force G50 one of the cheapest PCIe 4.0 drives on sale right now with this amount of storage

Get $106 off this 4TB TeamGroup T-Force G50 SSD, offering Gen 4 speeds and a huge capacity for a price that’s hard to rival right now.

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SK hynix to expand production capacity in China as it mulls Solidigm IPO, report claims — second phase of fab could boost local production by 50%
 SK hynix to expand production capacity in China as it mulls Solidigm IPO, report claims — second phase of fab could boost local production by 50%

As demand for high-end data center SSDs peak, SK hynix upgrades its Chinese facilities and plans Solidigm listing at NASDAQ.

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AMD highlights Ryzen 5 5500 briefly topping Amazon CPU best sellers, beating 9800X3D — $80 DDR4 CPU remains a top seller during memory crunch
 AMD highlights Ryzen 5 5500 briefly topping Amazon CPU best sellers, beating 9800X3D — $80 DDR4 CPU remains a top seller during memory crunch

AMD’s marketing director shared a screenshot of the Amazon CPU best sellers list, but the four-year-old, $80 Ryzen 5 5500 was at the top of the charts.

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Benchmarking AMD’s BC-250, offering Steam Machine-like performance at half the price — unlocking 40 CUs, eight Zen 2 cores on the repurposed PS5 APU
 Benchmarking AMD’s BC-250, offering Steam Machine-like performance at half the price — unlocking 40 CUs, eight Zen 2 cores on the repurposed PS5 APU

The popular BC-250 APU has seen some major advancements over the past few months, including a 40CU unlock and enabling all eight Zen 2 cores. We put together a BC-250 machine to see how it works, and what these new mods offer.

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