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News

Jon Peddie Research
jonpeddie.com > news > ibm-unveils-dual-architecture-mainframe-chip

IBM unveils dual-architecture mainframe chip

2+ hour, 13+ min ago   (110+ words) One core runs Arm and IBM Z. Figure 1. Generalized block diagram of IBM’s unnamed Arm-based IBM Z/LinuxONE processor. Table 1. Spec detail. (Source: IBM) IBM hasn’t named the processor or confirmed which system ships it first. The timeline points to 2028, likely…...

Jon Peddie Research
jonpeddie.com > news > openais-jalapeno-update

OpenAI’s Jalapeño – update

1+ day, 6+ hour ago   (204+ words) More details from Hot Chips—OpenAI challenges Nvidia. Figure 1. InferenceX GPT‑OSS‑120B nominal 8K/1K STP package TDP: Jalapeño 700 W; GB200 1,200 W. (Source: OpenAI) Real caveats apply. The models benchmarked so far skip the largest frontier releases like DeepSeek V4 Pro. And Jalapeño remains…...

Jon Peddie Research
jonpeddie.com > news > nvidia-and-perplexity-partner-to-bring-ai-to-local-hardware

Nvidia and Perplexity partner to bring AI to local hardware

2+ day, 38+ min ago   (445+ words) New Perplexity Portable Computer, a local AI solution, powered by selected Nvidia hardware. Nvidia and Perplexity bring Qwen midsize models to your local AI workstation. (Source: JPR) Table 1: Nvidia RTX Pro and GeForce RTX in desktops with 24 GB or more…...

Jon Peddie Research
jonpeddie.com > news > intel-maps-three-layers-of-agentic-ai

Intel maps three layers of agentic AI

3+ day, 2+ hour ago   (321+ words) Diamond Rapids, Crescent Island, and Wildcat Lake define Intel’s cloud-to-edge agentic AI stack. The disclosed configuration reaches up to 256 new cores and 1.28GB of last-level cache. It supports 16 memory channels at 12,800 MT/s and provides 128 lanes of PCIe Gen6 plus CXL 3.0. Those specifications…...

Jon Peddie Research
jonpeddie.com > news > intel-eyes-a-return-to-memory

Intel eyes a return to memory

3+ day, 4+ hour ago   (121+ words) Packaging bets replace commodity DRAM ambitions. A packaging comeback, not a DRAM comeback The stacking options on the table The technology Intel already has Intel does not start from zero on packaging. Figure 1. Block diagram of Intel EMIB-T memory. What…...

Jon Peddie Research
jonpeddie.com > news > micron-and-qualcomm-chase-memory-differently

Micron and Qualcomm chase memory differently

3+ day, 4+ hour ago   (486+ words) Two architectures, one memory bottleneck; Infineon and Rambus also have views. Micron builds a wider hierarchy Micron’s recently launched 256GB SOCAMM targets dense, serviceable server builds and gives systems far more memory per CPU than traditional RDIMMs support, running on Micron’s…...

Jon Peddie Research
jonpeddie.com > news > qualcomm-pushes-compute-next-to-memory

Qualcomm pushes compute next to memory

3+ day, 8+ hour ago   (211+ words) High Bandwidth Compute targets the memory wall. Figure 1. Compute capability climbed steeply for generations. Memory bandwidth grew far more slowly, and that gap increasingly sets real-world AI performance. (Source: Qualcomm) Qualcomm’s answer: Move logic next to memory Figure 2. Two philosophies:…...

Jon Peddie Research
jonpeddie.com > news > qualcomm-opens-mojo-to-challenge-cuda

Qualcomm opens Mojo to challenge CUDA

3+ day, 9+ hour ago   (166+ words) Three weeks after a $3.9B deal. For silicon teams evaluating where to invest kernel work, and for CIOs weighing AI infrastructure lock-in, the practical takeaway is the same: the compiler is public now, the license is genuinely permissive, and the pull-request…...

Jon Peddie Research
jonpeddie.com > news > chinas-robot-boom-outpaces-its-chip-independence-2

China’s robot boom outpaces its chip independence

6+ day, 4+ hour ago   (43+ words) Deployment leads the world; chips still lag. Intel prepares Panther Lake entry handheld chip How do the latest offerings from AMD, Intel, Sony Honda Mobility, and Qualcomm fit into the market? It takes a village to build a Cardinal. © 2026 Jon…...

Jon Peddie Research
jonpeddie.com > techwatch > unified-memory-becomes-edge-ais-breaking-point

Unified memory becomes edge AI’s breaking point

1+ week, 1+ day ago   (82+ words) Jon Peddie Research Unified memory becomes edge AI’s breaking point Why memory architecture now decides AI capability. Enjoy full access with a TechWatch subscription! TechWatch is the front line of JPR information gathering service, comprising current stories of interest to…...