The growth of AI inference workloads in data centers is boosting demand for server CPUs, a market that's dominated by AMD and ...

AMD, INTC, ARM, NVDA and QCOM are ramping AI server CPU efforts as agentic AI fuels a market projected to exceed $170 billion ...

Amazon Web Services has made its in-house Graviton5 processor generally available through new Amazon EC2 M9g and M9gd ...

Agentic AI will be a powerful growth driver.

Intel’s AI comeback case now has a $170 billion hook.

Shares of Intel (NASDAQ:INTC | INTC Price Prediction) are up 8% to $115 and change in early Thursday trading, while Advanced ...

Agentic AI could unlock a much larger opportunity for chipmakers than previously expected, according to Bank of America.

Nvidia Just Went After Intel And AMD’s Most Profitable Business. Nvidia’s New Arm CPU Could Change The Future Of AI Data Centers ...

A trillion-dollar market cap used to be a club reserved for software empires and one graphics chip company that surprised the ...

BofA upgrade is backed by a clear demand narrative: server CPU growth tied to AI/agentic workloads, plus tangible foundry ...

The HPE ProLiant Compute DL394 Gen12, based on NVIDIA Vera CPU, was launched at COMPUTEX 2026 as part of a new collaboration with NVIDIA and Redpanda that is being explored by the New York Stock ...