Susquehanna analyst Christopher Rolland raised his price target on Advanced Micro Devices (NASDAQ:AMD | AMD Price Prediction) ...
Intel says CPU-to-GPU deployment ratios have tightened from 1:8 to 1:4, and could reach 1:1.
Intel reported strong Q1 2026 results driven by surging AI-related CPU demand, but warned of further price increases for both ...
As workloads continue migrating towards inference and agentic AI, CPU-GPU ratios could converge to 1:1 or even tilt further ...
Intel Corp (NASDAQ:INTC, XETRA:INL) shares surged 24% to around $83 on Friday following stronger-than-expected quarterly ...
Intel's CFO warns CPU prices will climb further as AI shifts from training to inference tasks. Server CPUs already up 20% ...
AMD is being yanked towards server CPUs by customers who suddenly realised AI boxes need more than GPUs. AMD chief executive Lisa Su is seeing ‘unexpected’ volume for EPYC-class server CPUs, with ...
When Intel (NASDAQ:INTC | INTC Price Prediction) released its Q1 2026 earnings last week, the semiconductor sector got a ...
CPU shortages continue as Intel, AMD, and MediaTek boost production, but rising AI demand keeps prices climbing across global ...
Fujitsu Technology Solutions will announce its new top-end Unix server, a 128-processor behemoth that will put pressure on Sun Microsystems, IBM and Hewlett-Packard. Stephen Shankland worked at CNET ...