Early benchmark testing of NVIDIA’s upcoming “Vera” server processor suggests the company’s next-generation Arm-based CPU platform may become a serious competitor to both Intel Xeon and AMD EPYC in ...
With Intel’s foundry still trying to get caught up with the process and packaging offered by archrival Taiwan Semiconductor Manufacturing Co, Intel’s server CPU product line has to “make do” with what ...
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 ...
Facing unexpectedly high demand for server CPUs, Intel has prioritized production of such products over client CPUs, particularly low-end models, due to supply constraints. CPU-tracking firm Mercury ...
Server CPUs — the processors that were all but written off two years ago — are now the component most likely to delay your organization's AI deployment, and three earnings reports released since late ...
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AMD reaches 46% of server x86 CPU revenue — Intel still controls 70% of the consumer PC market share
The first quarter of 2026 was quite favorable for AMD as the company managed to increase its unit share on the market of client systems and skyrocketed its share in servers past 33%, according to ...
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Nvidia is doubling down on the CPU market. That's bad news for AMD and Intel stock investors
Nvidia is going after a lucrative market that's currently dominated by AMD and Intel.
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