Nvidia (NVDA) kicked off its GTC event in San Jose, Calif., on Monday, debuting a number of chips and platforms ranging from ...
AMD has been kicking ass in the CPU market for years now, with another great quarter enjoyed by the company for Q2 2024... recording the highest server CPU market share in DECADES. In a new report ...
Advanced Micro Devices offers significant upside at current levels; the AI accelerator business presents major optionality.
Intel Corp. announced several changes yesterday to its road map for server processors, delaying its first dual-core Itanium 2 processor and replacing a future multicore Xeon processor with a new ...
AMD’s x86 CPU share gains against Intel in the desktop and server segments were due in part to ‘surprisingly strong’ shipments of the company’s Ryzen 5000 processors as well as its 4 th - Gen EPYC ...
Google's Axion chip is a custom Arm-based CPU that will find its way into the company's cloud platform later this year. Demand for Intel and AMD server chips could suffer as a result. In the long run, ...
Anyone who thinks that Intel is easy to kill need look no further than the historical trends of the Mercury Research market share statistics that we see each quarter. Data for the third quarter of ...
Arm Holdings (ARM) shares rose 4% in premarket trading on Friday after HSBC upgraded the British semiconductor intellectual property company to Buy, citing a “game-changing” artificial ...
AMD has been busy expanding its fourth generation of Zen 4 server processors to cover virtually every workload in data centers, ranging from general-purpose and high-performance computing to the cloud ...
Advanced Micro Devices, Inc (NASDAQ:AMD) claims it holds a 33% share in the server CPU market as it prepares to launch its next-gen “Turin” processors and unveils a GPU roadmap following the MI300 ...
Intel faces mounting execution risks as Nvidia's GTC 2026 announcements deepen competitive threats in CPU-based AI compute. Intel's limited role in Nvidia's Vera CPU roadmap and delays in their custom ...
Sun Microsystems plans to unveil its Sun Fire v1280 server as soon as next week, an effort to ward off IBM's and HP's assault on Sun's No. 1 position among Unix server makers. Stephen Shankland worked ...