After years of rumors and leaks, something feels different in the air as multiple reports are now pointing toward an actual, official launch for Nvidia's N1/N1X SoCs. These highly elusive chips have been in the works for years, have faced multiple delays, but the excitement for their release never died down.
Meta is buying billions of dollars in AMD AI chips in a multiyear deal tied to a 160 million-share warrant, deepening its push to diversify beyond Nvidia and expand data center capacity.
AMD and Intel are both preparing next-gen desktop CPUs with major architectural improvements that now seem to be delayed. This includes Nova Lake, which has been confirmed for a 2026 year-end release time and again, and Zen 6, which has been on AMD's roadmap as a 2026 product for a while.