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Meta has quietly made a significant bet on a different kind of AI hardware, signing a deal with Amazon for millions of homegrown CPUs — not GPUs — to power agentic AI workloads. It's a signal that the chip race is expanding beyond the graphics processors that have dominated headlines, and that the economics of running AI at scale are pushing companies toward more specialized, cost-efficient silicon.
Shifting to the question of who's winning in AI more broadly, Perplexity's CEO is pushing back on the narrative that Apple is falling behind. He argues the iPhone is not being disrupted by AI at all, pointing to Apple's hardware ecosystem and on-device capabilities as genuine advantages that critics tend to underestimate. It's a contrarian take worth sitting with.
And if you've been holding off on upgrading your storage, the timing may be about to get worse. Rumors are circulating of SSD price increases of at least ten percent, with CPU prices potentially climbing even higher. Supply chain pressures and shifting demand appear to be the culprits, and analysts suggest the window for affordable upgrades may be narrowing fast.
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