Reports
AI-generated structured vendor updates
NVIDIA Rigel Core: Single-Threaded CPU as the New Control Plane for Agentic AI
NVIDIA unveils Rosa CPU architecture with custom Rigel core (Arm v9.2), targeting single-threaded performance for Agentic AI workloads, paired with Feynman GPU (1.6nm, 50 PFLOPS) in 2028. This shifts CPU design from core-count scaling to serial-latency optimization, directly challenging AMD EPYC and Intel Xeon dominance.
NVIDIA Kyber NVL144 Delayed to 2028: Midplane PCB Manufacturing Becomes AI Scaling Bottleneck
SemiAnalysis reveals NVIDIA's Kyber NVL144 delayed beyond 12 months to 2028 due to 78-layer Orthogonal Backplane manufacturing challenges. The interim NVL72x2 solution is cancelled due to operational burdens, and the 4-die Rubin Ultra is also scrapped, leaving a product gap in NVIDIA's scaling roadmap.
Google Awards 3M+ TPU Packaging Orders to Intel Foundry, Breaking TSMC's CoWoS Monopoly
Google has awarded Intel Foundry over 3 million units of next-gen TPU advanced packaging orders, leveraging Intel's EMIB technology with production starting in 2028. This marks Intel Foundry's largest external customer win and a pivotal shift in AI chip packaging away from TSMC's CoWoS monopoly.
NVIDIA RTX Spark: SoC Seizes PC Control, AI Compute Revolution with Ecosystem Lock-in
NVIDIA launches RTX Spark SoC, integrating Blackwell GPU with 20-core Grace CPU (MediaTek co-designed), NVLink-C2C at 600GB/s, up to 128GB unified memory, 1 petaflop FP4 AI, and local 120B-parameter LLM support. This marks a shift from GPU vendor to platform provider, directly challenging Apple M, Qualcomm, and x86 incumbents.
NVIDIA Acquires Groq LPU: Inference Architecture Shift from HBM to On-Chip SRAM
NVIDIA signs ~$20B licensing deal with Groq for LPU tech, featuring 230MB on-chip SRAM at 80TB/s bandwidth. This targets Transformer inference decode, replacing HBM bottlenecks with ultra-low latency on-chip storage, potentially reshaping the AI inference chip landscape.
NVIDIA Absorbs Groq LPU: Feynman GPU to Integrate SRAM Inference Tile, Hybrid Architecture by 2028
NVIDIA secures Groq's LPU inference technology via a non-exclusive license and key hires, planning to integrate large SRAM tiles into its 2028 Feynman GPU using TSMC SoIC hybrid bonding. This enables deterministic scheduling and 80TB/s on-chip bandwidth, shifting NVIDIA from a pure GPU vendor to a hybrid inference/training platform.