Arm-based servers accounted for nearly half of server revenue in Q1 2026, challenging x86. But in the coming years, they ...

Intel’s AI comeback case now has a $170 billion hook.

The growth of AI inference workloads in data centers is boosting demand for server CPUs, a market that's dominated by AMD and ...

"As agentic AI adoption accelerates, organizations need edge infrastructure that can deliver real-time inferencing, ...

Nvidia is going after a lucrative market that's currently dominated by AMD and Intel.

Bernstein has raised the price targets on the shares of Advanced Micro Devices (AMD), Arm (ARM), and Intel (INTC), while increasing its server CPU total addressable market to $223B from $137B in 2030.

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 ...

Intel saw its server CPU sales drop again in 2024, continuing a slide that began in 2022. As Sravan Kundojjala of SemiAnalysis points out on X (formerly Twitter), this is the second year in a row that ...

We are raising our fair value estimate for no-moat Intel INTC to $90 from $60. Server processor demand is poised to grow faster than our prior expectations, which bodes well for Intel over the next ...