HW News - NVIDIA the Pirate, 70% DRAM to AI in 2026, 2500W XOC GPU, N1 CPU Rumors

The video covers key hardware news including Nvidia’s upcoming ARM-based N1X CPU launch in 2026, the shift of over 70% of DRAM to AI-focused data centers by 2026, emerging high bandwidth flash storage technologies, and Nvidia’s legal challenges over unauthorized data use for AI training. It also highlights new extreme overclocking GPUs from MSI, innovative PC case designs, and a custom multi-console gaming mod, reflecting major trends and innovations in the hardware industry.

In this week’s hardware news recap, several key developments were discussed, starting with the Nvidia N1X MediaTek ARM-based CPU that has resurfaced in rumors. Expected to launch alongside a Windows on ARM refresh in early 2026, the N1X aims to mark Nvidia’s entry into the consumer CPU market. While previous leaks suggested competitive performance, the launch has been delayed, possibly due to Microsoft’s ongoing focus on AI integration in their OS. Nvidia’s collaboration with MediaTek and Microsoft could disrupt the CPU landscape, especially in mobile and handheld gaming markets, as ARM architecture continues to evolve.

A significant trend highlighted is the growing dominance of data centers in memory chip consumption. Reports indicate that by 2026, over 70% of high-end DRAM memory will be allocated to data centers primarily for AI and enterprise use. Meanwhile, the PC market is expected to decline further, driven by affordability issues and manufacturers focusing on higher-margin enterprise sales. This shift is causing supply constraints and price volatility, with some companies reportedly locking in memory contracts years in advance, making it increasingly difficult for non-AI sectors to secure affordable memory.

Emerging storage technology was another focal point, with Samsung and SanDisk planning to introduce high bandwidth flash (HBF) by 2027-2028. HBF combines the capacity advantages of flash storage with improved bandwidth, aiming to address the memory wall problem faced by large AI models that outgrow traditional GPU memory capacities. Although slower and less durable than high bandwidth memory (HBM), HBF’s large capacity and read-focused usage model make it promising for AI and data center applications. This technology could complement existing memory solutions and accelerate AI development by enabling larger models to run more efficiently.

Nvidia also faces legal challenges, as it is accused of accessing pirated databases like Anna’s Archive to train its large language models without authorization. This allegation forms part of ongoing intellectual property lawsuits against Nvidia, separate from other suits involving unauthorized use of YouTubers’ videos. Nvidia’s defense hinges on the argument of fair use, claiming AI models statistically analyze data rather than directly copying it. However, the controversy raises broader questions about copyright, data sourcing, and ethical AI training practices in the industry.

Finally, several hardware product updates were covered, including MSI’s return of its lightning series GPUs with extreme overclocking capabilities, featuring a staggering 2500W power limit and advanced cooling solutions. New PC cases from CyberPower and Thermaltake were showcased, highlighting innovative designs such as software-free ARGB lighting controls and large dual-system chassis. Additionally, a creative modder combined Xbox Series X, PS5 Pro, and Switch 2 into a single custom console, exemplifying the vibrant maker culture in the gaming community. Overall, the video provided a comprehensive overview of emerging trends and notable announcements in the hardware space.