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Deep & Emerging Tech·June 30, 2026·1 min read

One of AMD's most powerful CPUs gets a 60% price cut — 192-core EPYC 9965 CPU costs less than $6000 new and I can't explain why it's so cheap

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A 192-core Zen 5 EPYC dropping from sub-$15,000 to under $6,000 is a signal that CPU-heavy server capacity is oversupplied relative to GPU demand. Infra teams should revisit their CPU:GPGPU ratios and TCO models—there may be room to offload more non-accelerated workloads to very cheap, very dense x86.

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Taiwanese Authorities Reportedly Raid Supermicro in Move That Could Signal Big Change For AI Chip Exporters

If Taiwan starts enforcing U.S. export controls on high-end chips to China, supply-chain risk for AI hardware stops being a U.S.–China bilateral issue and becomes a Taiwan compliance issue too. Hardware buyers with China exposure should map where Taiwanese OEMs and integrators sit in their stack and assume more friction, audits, and potential delays on anything compute-adjacent.

Deep & Emerging Tech

The UK FCA unveils the updated version of its crypto regulatory framework, after softening proposed rules that critics said risked holding the UK back

The FCA easing capital and disclosure rules after industry pushback shows the UK wants to stay in the game as a digital assets venue, not just a risk cop. If you run a crypto or tokenization business, UK jurisdiction just became more viable again—time to re-open the entity, licensing, and product-eligibility conversation.