Anton Shilov

Anton Shilov

Contributing Writer

Anton Shilov has been in the PC industry since 1990s playing games, building PCs, and writing stories about pretty much everything that relates to PCs, Macs, smartphones, tablets, and even fab equipment. Over his career, he has worked at a variety of high-ranking websites, including AnandTech, EE Times, TechRadar, X-bit labs, and now Tom's Hardware. When Anton is not reading or writing about something high-tech, he is probably watching a good movie, playing a video game, or spending time with his family.

Articles by: Anton Shilov

An Nvidia Vera CPU

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

By Anton Shilov published

Premium Having become the main supplier of AI accelerators, Nvidia is now on track to outsell AMD and Intel with Vera CPUs and become a leading supplier of processors.

Nvidia

Nvidia's memory costs soar 485%, latest AI systems now cost $7.8 million to build — memory now comprises 25% of the total cost, Rubin GPUs a mere $50,000 apiece

By Anton Shilov published

As memory content per rack increases in Vera Rubin platform, it now accounts for nearly 25% of its cost.

Nvidia

Nvidia no longer reports gaming GPU sales as a separate segment — posts eye-watering $81.6 billion Q1 profit thanks to AI boom

By Anton Shilov last updated

Nvidia to split its revenue streams based on deployment markets rather than product segments going forward.

Intel

Intel kicks off development on next-decade 10A and 7A process technologies — 14A node remains on track for critical October PDK release

By Anton Shilov published

Intel says its 14A process technology is on track for high-volume manufacturing in 2029, 10A and 7A to follow in the 2030s.

Lip-Bu Tan, chief executive of Intel

Intel CEO Lip-Bu Tan stamps out chip bugs with aggressive new quality standards, says major validation errors can result in termination — 'B0, you keep your job. Anything above that, you are fired'

By Anton Shilov published

Lip-Bu Tan wants Intel to radically improve its chip development discipline and achieve production readiness with A0 silicon revision.

Google

China bypasses US GPU bans with 1.54-exaflops 'LineShine' supercomputer — CPU-only monster packs 2.4 million Huawei-designed Armv9 cores

By Anton Shilov last updated

CPUs can successfully do GPU jobs, but there is one important caveat.

TSMC

Leading-edge foundry roadmaps for TSMC, Intel and Samsung — outlining the path to 1.4nm nodes and beyond

By Anton Shilov published

Premium 2nm is here, so what's next?

Micron

AMD reaches 46% of server x86 CPU revenue — Intel still controls 70% of the consumer PC market share

By Anton Shilov published

AMD now commands 38.1% of total x86 CPU revenue share, skyrockets past 46.2% x86 server CPU market share, according to Mercury Research.

TSMC

TSMC allocates $20 billion to Arizona expansion — project faces water and labor shortages, complicated by visa rules

By Anton Shilov published

Despite challenges, TSMC is optimistic about Fab 21.

Arm AGI

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

By Anton Shilov published

Premium Orders for Arm's AGI CPU double to $2 billion over the next two years in 1.5 months. While will not make Arm a major supplier of data center CPUs, it will make it a strong contender.

Nvidia Hopper H100 die shot

Supermicro-tied execs used Thailand government entity to ship Nvidia AI GPUs to China — report alleges Chinese web giant Alibaba received restricted servers

By Anton Shilov published

A network to smuggle restricted Nvidia AI hardware has been found: it shipped to Alibaba, among other destinations.

A Western Digital Hard Drive

High-capacity HDD roadmap: the race to 100TB and zettabyte-scale storage — Toshiba, Seagate and WD outline three distinct strategies

By Anton Shilov published

Premium As data center demand surges toward zettabyte scale, Seagate, Toshiba, and Western Digital are pursuing sharply different technology strategies in their pursuit towards 100TB and beyond.

PCI-SIG

PCIe 8.0 spec hits 1 TB/s of bandwidth and has new connector technology — spec hits 0.5V milestone, final ratification expected in 2028

By Anton Shilov published

PCI-SIG announces availability of the first PCIe Gen8 draft, reassures 256 GT/s data transfer rate, maintains backwards compatibility, evaluates new connector technology.

Optical fibers

Nvidia invests $300 million in Corning to build three new US-based optical fiber plants — AI infrastructure deal would boost fiber production capacity by over 50%

By Anton Shilov published

A lot of optical fiber for AI infrastructure buildouts.

EPYC Turin

AMD to broaden and specialize EPYC CPUs, already working on Zen 7 architecture — increased customization to better address evolving AI and cloud needs

By Anton Shilov published

AMD plans to expand its portfolio of CPUs for data centers that will be targeted at different workloads.

AMD

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

By Anton Shilov published

AMD sets record data center revenue as demand for CPUs from the AI sector skyrockets and is poised to increase even further as agentic AI gains momentum.

Intel

Global semiconductor sales hit nearly $300 billion in Q1 2026 — chips are on track to top $1 trillion for this year, says report

By Anton Shilov published

Sales of chips in Q1 2026 hit $298.5 billion and are on track to exceed $1 trillion this year, according to the Semiconductor Industry Association.

Jensen Huang

Nvidia CEO Jensen Huang says China should not have Blackwell or Rubin AI GPUs — firmly states US should have 'the first, the most, and the best' when it comes to AI hardware

By Anton Shilov published

Nvidia's Jensen Huang reiterates that American companies should be able to ship their products globally, but maintains that the latest AI accelerators should remain in America.

Toshiba HDDs

Crushing shortages have pushed long-term supply agreements for SSDs and HDDs to record five years — large customers are signing large contracts

By Anton Shilov published

Demand for storage devices is so high that large customers are willing to sign up to five-year long-term supply agreements, according to Sandisk, Seagate, and Western Digital.

Nvidia

Jensen says Nvidia now has 'zero percent' market share in China — says US export policy 'has already largely backfired'

By Anton Shilov published

Jensen Huang says China has become a lost market for Nvidia due to U.S. sanctions, but warns that America could lose out in a broader AI competition.

18A

Intel details 18A-P process node, touts higher performance, lower power, and better thermals — 9% more performance, thermal conductivity improved by 50%

By Anton Shilov published

Intel details improvements of 18A-P that include higher performance, lower power, reduced variability, improved yields, and more.

TSMC

TSMC SoIC 3D stacking roadmap outlines path from 6-micron pitches today to 4.5-micron in 2029 — Fujitsu's Monaka CPU to benefit from face-to-face chiplet stacking

By Anton Shilov published

Premium TSMC adds support for face-to-face stacking, 6.5 µm and 4.5 µm pitches for the next generation of SoIC 3D stacking.

18A

More details emerge about how Intel now earns more revenue from each wafer by looking to the edges — analyst reports say reduced yield variability across each wafer leads to more sellable CPUs

By Anton Shilov published

According to analyst reports, Intel is reducing wafer yield variability to get more useful CPU dies from wafer edges amid AI-driven demand.

TSMC CoWoS

TSMC's details next-gen CoWoS roadmap: over 14-reticle packages and 48x leap in compute power expected by 2029 — massive size enables 24 HBM5E stacks and additional memory bandwidth jump

By Anton Shilov published

Premium TSMC claims that CoWoS innovations will enable 48x more compute and 34x more memory bandwidth for 2029 AI processors.

Intel's headquarters in Santa Clara, Calif.

Intel stock jumps 28%, setting a record, after it posts strong Q1 with rising forecasts — Intel says yields are improving faster than expected with new nodes

By Anton Shilov published

Demand for Intel's products exceed expectations and supply, but Intel is still bleeding money.

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