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 ...

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

It looks as though we haven't yet seen the limits of the latest Intel Battlemage architecture, as more and more leaks are pointing to the launch of a new Intel GPU that's even faster than the Arc B580 ...

A recent driver update has yet again teased a new unannounced Intel graphics card that could be a new Battlemage card. Reports suggest that it is linked to BMG-G21, the Intel GPU used in recent cards ...

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 ...

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.

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

Use left and right arrow keys to seek audio. ZOTAC has just announced its expanded GPU Server Series systems. The first of the series is the Enterprise lineup, which offers companies affordable, ...

Editor's take: Intel's patent filing provides a glimmer of hope that we may one day see disaggregated GPUs become a reality, but it's still early days. The company's upcoming Arc Battlemage ...

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 ...