The rise of agentic AI is fundamentally restructuring data center architecture, moving beyond simple GPU-centric training toward complex workload orchestration. According to UBS analyst Timothy Arcuri ...

Updated suites reflect a multi-year collaboration between competing organizations to provide unbiased performance benchmarks ...

TD Cowen analyst Joshua Buchalter noted that it wasn't too long ago that AMD issued a forecast for a $60 billion total addressable market for server CPUs by 2030. The company's estimates now have ...

The CPU market looks very different from six months ago. Intel's back in the conversation, AMD's X3D chips still rule gaming, ...

AMD forecasts 70% growth in revenue from server central processing units in the June quarter, but most of that growth is expected to come from higher unit sales, not simply from higher prices. There's ...

Shares of Arm Holdings (ARM +2.82%) jumped last month as investors bought into its new plans to make its own chips, and the ...

AMD Q1 earnings May: what to watch as shares surge—datacenter CPU growth, MI455/MI550 AI accelerators vs Nvidia, and a ...

Lingsheng or LineShine, built from home-grown CPUs, is designed to surpass America’s El Capitan, the world’s fastest ...

AMD reported Q1 2026 revenue of $10.3 billion, up 38% year-over-year, beating Wall Street estimates on strong AI-driven data center demand. CEO Lisa Su raised the 2030 server CPU market outlook to ...

Right now, you can get the AMD Ryzen 7 7800X3D Processor with a 25% discount on Amazon, which means it’s down to $338 for a ...

Qualcomm has quietly entered the market for custom hyperscale silicon, and datacenter CPUs. Speaking on the company’s Q2 ...

Arm Holdings has just seen its fair value estimate lifted from US$148.09 to US$171.98, a move of about US$23.89 per share ...