AI fuels CPU demand: CEO Lisa Su projects the server CPU market will exceed $120 billion by 2030, fueled by agentic AI and inference workloads. Earnings beat forecasts: Q1 revenue rose 38% to $10.3 ...
Data center sales rose 57% in the quarter to $5.8 billion, accounting for more than 56% of the company's total revenue. AMD ...
The rise of agentic AI seems to have turbocharged Intel's turnaround, as it has always been a leader in CPU design. In the ...
Inference takes center: AI workloads are shifting from training to inference, boosting demand for CPUs that manage orchestration and decision-making in AI systems. Chipmaker resurgence: AMD and Intel ...
AMD is experiencing a surge driven by robust CPU server demand, particularly from AI-related workloads. Read why I rate AMD ...
Advanced Micro Devices, Inc. Q1 earnings show strong AI-driven Data Center growth, resilient margins, and upbeat Q2 2026 ...
Intel, AMD and Micron surged double digits this week as investors bet on CPU makers and memory companies powering the next ...
The difference from existing 800-series and older 600-series boards could come through add-ons, upgraded BIOS features, and ...
Agentic AI is creating a fresh opportunity for AMD, with its booming server CPU business fueling strong growth, fresh optimism, and a new Street-high price target.
AMD may be preparing to use Samsung Electronics for production of its upcoming 2nm CPUs, according to a new report citing ...
The new feature could debut with Zen 6 CPUs and aims to fix mismatches between CPPC values and actual core speeds, improving ...
Intel Corporation (NASDAQ:INTC) was one of the stocks on Jim Cramer’s radar as he highlighted AI winners to buy for 2026.