DIY RAM buyers lose out as hyperscalers hoover up every wafer in sight

Micron has decided that flogging low-margin RAM to ordinary punters is no longer worth the candle and will axe its Crucial consumer brand in 2026 after 29 years.

4nm will have a hard time competing with Intel 18A and TSMC 3nm

Last week, AMD presented its AI, data center, and consumer plans for the next few years to financial and industry analysts. Despite the huge success in the data center market, partial success in AI, and a solid roadmap ahead, I wanted to share a shortcoming on the consumer roadmap, especially concerning 2026.

Here comes the sun

AMD has lobbed another shot at the AI infrastructure land grab by tightening its partnership with HPE to build out the next wave of open rack-scale systems, named after a Greek sun god.

Passes GeForce RTX 4070 with 2.23 percent

NVIDIA's Blackwell-based GeForce RTX 5070 has now passed the Ada-based RTX 4070 in the latest Steam Hardware Survey, making it one of the top-placed RTX 50 series graphics cards.

Memory price increase

According to a new report, AMD will be raising its GPU prices by $20 for 8GB and $40 for 16GB versions due to memory pricing.

While NVIDIA still reigns supreme with 92% of market share 

According to the latest Q3 2025 discrete GPU market share report from Jon Peddie Research, NVIDIA is still holding the biggest piece of the discrete GPU market share, although it has lost 1.2 percent in the last quarter. On the other hand, Intel has managed to increase its share, finally hitting 1 percent, while AMD got up to 7 percent.

Job’s Mob looks at Chipzilla’s fabs for low-end Macs and iPads

The dark satanic rumour mill has manufactured a hell on earth yarn claiming that the Fruity Cargo Cult Apple might let Troubled Chipzilla cook up some of its future M-series chips, which would be a curious twist in their long and occasionally frosty relationship.

Faster 8-core with 3D V-Cache

AMD has surprisingly listed the rumored Ryzen 7 9850X3D SKU on its driver website, confirming one of the two Zen 5 SKUs that were spotted earlier. The Ryzen 7 9850X3D is an 8-core/16-thread SKU with a 4.7GHz clock and 120W TDP.

Nova Lake has more cache than you can poke a stick at

Troubled Chipzilla looks ready to swing a cricket bat at AMD’s stacked-cache dominance with a wild 52-core Nova Lake brute that reportedly carries 288 MB of vertical last-level cache.

Pitches ROCm as the antidote to Nvidia’s walled garden

AMD reckons it can win over AI developers by offering an open software ecosystem rather than locking everything behind a proprietary moat.