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Nvidia sees Vera CPUs available as soon as August, sources say Nvidia tells Chinese clients they can place orders for Vera CPU push heats up rivalry with AMD and Intel June 12 (Reuters) - Nvidia (NVDA ...

Bank of America double-upgraded Intel and raised AMD's target, projecting the server CPU market reaches $170 billion by 2030 on agentic AI demand. Intel's consensus analyst target of $92 sits well ...

What we know so far: As the server battle between AMD and Nvidia enters a new phase, the two companies have begun trading jabs through performance estimates and early benchmarks. While Nvidia-approved ...

Use left and right arrow keys to seek audio. AMD has hit an all-time high in overall x86 CPU market share, reaching 32.6% in Q1 2026, according to Mercury Research. A year ago, that number was 27.1%, ...

Microsoft Build 2026 demonstrates how data, AI, and ERP are converging as enterprises build the infrastructure and operational foundations for autonomous operations.

HPE announces new HPE ProLiant Compute DL394 Gen12 with the latest NVIDIA Vera CPU, built for the age of agentic AI and for reinforcement learning and data processing at AI-factory scale. New HPE ...

Many Windows PCs feel sluggish in everyday use, despite their hardware specifications suggesting otherwise. The reason? The processor is handling tasks that the graphics card, SSD, or network chip ...

UBS said first quarter server CPU shipments of Arm (ARM) and Advanced Micro Devices (AMD) outgrew and continued to gain at the expense of Intel (INTC) quarter-over-quarter. "Total server CPU shipments ...

AMD (AMD), Intel (INTC), and Qualcomm (QCOM) are likely to be among the big beneficiaries due to the ongoing “server CPU super cycle,” investment firm GF Securities said. “As the orchestration core of ...

Intel has recently issued a warning to major cloud service providers in China that, due to a surge in demand for AI infrastructure and slower-than-expected yield ramp-up for its 18A process, server ...

The architecture of host CPUs in custom AI servers is undergoing a significant shift, with proprietary Arm-based designs steadily displacing traditional x86 processors, according to Counterpoint ...