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.

Nvidia on Monday unveiled its new Groq 3 processor and its effort to take on Intel in the CPU space during the chipmaker's ...

Nvidia announced Monday at GTC 2026 that its new Groq-based inference server rack will be available alongside the Vera Rubin ...

Intel scored an analyst upgrade on Tuesday and a price target of $60. The company's server CPUs are reportedly selling out amid intense hyperscaler demand. Intel is also making progress in winning ...

While interim Intel co-CEO Michelle Johnston Holthaus says ‘this year is all about improving’ Xeon’s competitive position ‘as we fight to close the gap to competition,’ the semiconductor giant is ...

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's first server CPU aimed at maximizing core density has officially launched. Sierra Forest goes up to 144 cores, and a version with 288 cores is set for next year. The next-gen Clearwater Forest ...

Nvidia's single 88-core Vera CPU rejects traditional multi-SKU strategy, targeting agentic AI workloads for projected multi-billion dollar returns.

AMD and Arm have been gaining up on Intel in the server CPU market in the past few years, and the margins of the share that AMD had won over were especially large in 2022 as datacenter operators and ...