Nvidia (NASDAQ:NVDA | NVDA Price Prediction) is everywhere right now because it just posted Q4 revenue of $68.13 billion, up ...

Quick Read Arm Holdings (ARM) fell 8% Tuesday morning, driven by its highest exposure to hyperscaler custom silicon and smallest revenue base outside AI and data center. Advanced Micro Devices (AMD) ...

As workloads continue migrating towards inference and agentic AI, CPU-GPU ratios could converge to 1:1 or even tilt further ...

When Intel (NASDAQ:INTC | INTC Price Prediction) released its Q1 2026 earnings last week, the semiconductor sector got a ...

The next big bottleneck in the AI infrastructure boom is central processing units (CPUs). As agentic AI begins to take off, ...

As RAM and storage continue to see price increases due to the growth of AI, Intel warns that CPU prices will follow suit. The ...

Intel's earnings confirmed massive demand for CPUs for agentic AI.

Arm enters the chip business with its AGI CPU for AI data centers, claiming 2x performance versus x86. The historic pivot ...

Responding to a question about AI accelerators cannibalizing server CPU demand, TSMC CEO C. C. Wei had the following response about AI chip demand and its likely effects on data centers: "Our model is ...

Lately, Intel faces stiff competition in what have traditionally been its strongest markets: data center and the enterprise. NVIDIA muscled in on Intel's territory a long time ago with its powerful ...

Arm AGI CPU-based platforms increase performance-per-watt for modern workloadsHigh-density liquid-cooled systems accelerate ...

In today’s increasingly AI-assisted, software-defined IT world, it’s understandable how federal enterprise leaders might overlook some of the revolutionary developments reshaping the hardware ...