BNP Paribas says AMD’s AI GPU and server CPU demand outstrips supply, with more gigawatt deals possible and agentic AI ...
Hosted on MSN
The Intel turnaround no one saw coming: Sold-out server CPUs and Apple knocking at the door
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 ...
Near-term execution risks are rising as memory cost inflation limits CCG visibility, while acute Xeon supply constraints also limit Intel's ability to capitalize on renewed server CPU demand. This is ...
TL;DR: AMD's server CPU market share surged to 39.4% in Q1 2025, with projections to exceed 40% by year-end and reach 50% in 2026, challenging Intel's dominance. Strong growth in desktop and notebook ...
AMD CEO Dr. Lisa Su says the company's CPU sales have "far exceeded my expectations in terms of demand." That's the good news ...
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 ...
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 ...
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 ...
This Dell PowerEdge R820 probably cost one hundred times more when it went on sale back in the early 2010s; it is an absolute bargain, a true one-off.
Some results have been hidden because they may be inaccessible to you
Show inaccessible results