The firm lifted its server CPU market forecast, saying the addressable market could reach $135 billion by 2030 from $26 billion in 2025. It also expects demand to rise to 30 million, 38 million and 44 ...
Bernstein added another vote of confidence Wednesday, upgrading AMD to Outperform for the first time since early 2023 and ...
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AMD and Intel surge as AI shifts toward CPUs
CPU demand revival: AI’s pivot from training to inference is fueling CPU demand, lifting AMD and Intel to triple-digit stock gains in 2026. Broader chip boom: Memory, photonics, and semiconductor test ...
The chip sector is rallying Wednesday morning, with Intel (NASDAQ:INTC) shares up 8% and Advanced Micro Devices (NASDAQ:AMD) stock rising 3% in early trading. The two moves reflect distinct catalysts, ...
AMD’s 7800X3D successor is also better at non-gaming workloads this time around. If you buy something from a Verge link, Vox Media may earn a commission. See our ethics statement. is a senior ...
Application performance obviously uses hardware speed as a baseline, but software optimizations are ultimately where large gains can be realized. It's not uncommon for developers to make an ...
AMD is Upgraded to a Buy, while Intel is raised to Hold, reflecting shifting CPU demand in AI infrastructure. Read more on ...
It looks as though there are already a few samples of Arrow Lake CPUs in the hands of tech leakers right now, as a series of Intel Core Ultra 9 285K benchmarks have seemingly just been leaked. The ...
TL;DR: An engineering sample of AMD's 10-core Zen 6 mobile processor, Medusa Point, matches Ryzen AI 9 365 performance at under half the clock speed, featuring 10MB L2 and 32MB L3 cache. Expected ...
Intel’s new Core Ultra 9 285K is finally here, promising a boost in performance with a significant reduction in power requirements, at least according to Intel. As you can read in my Core Ultra 9 285K ...
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