Search: Agent-first AI platforms

AI costs begin to bite as agents may increase token demand by 24 times, says Goldman Sachs report — Uber and Microsoft among companies feeling the bite of tokenized billing

… Goldman Sachs' recent AI agent report suggests that the massive efficiency gains coming from next-generation inferencing chips would make AI use so much cheaper that investment can continue unabated, and profit should follow, with AI agents increasing the revenue at AI companies enormously. …

May 27, 2026 · Jon Martindale

Nvidia lays out RTX Spark roadmap for laptops and desktop PCs at Computex 2026 — three generations outlined, Rubin with LPDDR6 memory, followed by Rosa Feynman

… That multi-generational promise is an important point of trust in Nvidia's commitment to transforming Windows PCs for the agentic AI era. …

Jun 1, 2026 · Jeffrey Kampman

Nvidia's RTX Spark could caplitalize where Qualcomm's Arm-based efforts have not — following the expiration of Qualcomm's Windows on Arm deal, Nvidia stands poised to pick up the slack

… RTX Spark's USP is the GPU, CUDA, and the 128GB unified memory pool , hardware aimed at local AI, agents, creators, and gamers rather than all-day portability. …

Jun 1, 2026 · Luke James

Arm's $2 billion in AGI CPU sales are still not enough to penetrate 5% of overall market share, analyst reveals — at least $90 million worth of CPUs to be shipped before FY2027

… 100%." With up to 136 highly high-performance cores optimized for agentic AI and data center workloads and available starting from Q4 2026, Arm's AGI CPU is poised to be in high demand from those who need high-end CPUs to run their AI agent infrastructure and whose software stack is already optimiz… …

May 11, 2026 · Anton Shilov

AMD posts record first-quarter results, driven by skyrocketing data center CPU demand — company expects consumer and gaming revenue to decline in Q2 over rising memory and component costs

… Furthermore, AMD raised its long-term outlook for the server CPU market, expecting it to reach $120 billion by 2030 due to increased demand from AI and agentic AI workloads. At the same time, the company admitted that sales of its AI accelerators were down sequentially. …

May 6, 2026 · Anton Shilov

Intel Xeon 6+ Computex roundtable interview transcript — Kira Boyko and Tim Wilson on 18A wafer allocation, Clearwater Forest, and dropping hyper-threading

… Across roughly half an hour, the two addressed why Intel stripped hyper-threading out of its E-core server parts and the technical case for bringing it back, the agentic AI demand surge that has left expensive GPU fleets idling while they wait on CPUs, the deliberate decision to ship Clearwater For… …

Jun 2, 2026 · Jake Roach

AMD Ryzen AI Max 400 ‘Gorgon Halo’ packs up to 192GB of unified memory — refreshed APU uses Zen 5 and RDNA 3.5, and can clock up to 5.2 GHz

… With AI agents, that token usage is certainly possible. Just this month, we saw OpenClaw developer Peter Steinberger rack up $1.3 million in OpenAI API usage in just 30 days across a three-person team working on the agentic AI framework. …

May 21, 2026 · Jake Roach

AMD begins production ramp of 256-core EPYC Venice — first 2nm HPC chip claims 70% performance leap

… "As AI and agentic workloads scale rapidly, customers need platforms that can move from innovation to production faster," said Dr. Lisa Su, chair and CEO of AMD, in the company's press release. …

May 21, 2026 · Luke James

Computex 2026 Day Zero Wrap-Up: Nvidia launches RTX Spark Superchip assault on laptop and desktop markets, Intel readies Xeon 6+

… Over the weekend, Nvidia announced the RTX Spark Superchip, a powerful new Arm platform designed to transform Windows 11 into an agentic AI operating system. …

Jun 1, 2026 · Brandon Hill

Analyst says Nvidia poised to capture two-thirds of the x86 server CPU market from Intel and AMD with expected $20 billion in revenue — 'Nvidia is already on track' to deliver 4 million Vera CPUs in FY2027

… We have visibility to nearly $20 billion in total CPU revenue this year, setting us up to become the world-leading CPU supplier." Nvidia later clarified that the $20 billion figure includes sales of Grace and Vera processors within Superchip combinations, NVL72 systems, and standalone CPUs sold eit… …

May 22, 2026 · Anton Shilov

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