Meta has entered into a multiyear agreement to deploy Amazon’s Graviton chips to power its AI capabilities. Amazon’s Graviton ...

Aside from the yields on the mature Intel 7, Intel 4, and Intel 3 processes running ahead of schedule, and ditto for the much ...

Amid ongoing CPU supply constraints, both AMD and Intel have reportedly exhausted available inventory, with lead times ...

NVIDIA adds Taiwan’s Nanya Technology to Vera Rubin’s LPDDR5X supply chain, boosting AI server memory capacity and global ...

Meta has entered into a multiyear agreement to deploy Amazon’s Graviton chips to power its AI capabilities. Amazon’s Graviton ...

The global AI boom is shifting infrastructure bottlenecks from GPUs to CPUs, as inference-heavy and agentic AI workloads push ...

Intel signaled that industry-wide supply shortages and selective price increases are helping offset weaker PC demand, even as ...

Advanced Micro Devices (NASDAQ:AMD) shares rose 12% Friday, while Arm Holdings (NASDAQ:ARM) gained 8%, following growing anticipation that the artificial intelligence boom for CPUs has arrived.

Intel has already raised its prices twice this year, while AMD is reportedly planning two price hikes for its server chips – ...

Microsoft’s Azure cloud is expected to face capacity constraints well into 2026, limiting new subscriptions in key U.S. regions despite unprecedented infrastructure investment. The surge in AI demand, ...

Intel (INTC) upgraded to Buy by HSBC and BNP Paribas as server CPU demand drives 2026–27 shipments and ASP growth.

Retail CPU sales are experiencing a notable decline in early 2026.Using figures sourced from the German retailer Mindfactory, ...