Arm’s 26% revenue jump shows data-center royalties surging 100%+ and Armv9 boosting per-chip rates—plus a $15B AGI CPU upside ...
Why shouldn’t a company known for the most powerful GPUs make the CPUs that power our next-gen gaming laptops? Nvidia might ...
Nvidia (NASDAQ:NVDA) is everywhere right now because it just posted Q4 revenue of $68.13 billion, up 73.2% year-over-year, and Jensen Huang declared that “the agentic AI inflection point has arrived.” ...
Amazon right now has a handful of AMD processors discounted at the moment for up to 26% off. Two different processors in ...
Intel's stronger-than-expected Q1 results, driven by surging CPU demand for AI workloads, have lifted the broader semiconductor sector, benefiting rivals AMD and ARM. The rally comes amid rapid AI PC ...
And that means CPU content per AI system is on the rise at the same time that the number of AI systems (and the aggregate ...
Shares of three of 2026’s hottest CPU names are cratering at the open. Arm Holdings (NASDAQ:ARM | ARM Price Prediction) stock is down 8% to $198.76, Advanced Micro Devices (NASDAQ:AMD) shares are off ...
Intel Corporation is downgraded to Hold, as shares now trade at a fully valued 18.3x EV/EBITDA, limiting near-term upside.
Generative AI has driven a surge in GPU demand and accelerated a structural reshaping of the semiconductor industry. At the same time, CPUs are re-emerging after years of being sidelined, with demand ...
This is where small outline compression attached memory modules (SOCAMMs) fit in. Frank Ferro, group director for product management at Cadence, talks about the benefits of this next-gen modular ...
Ubitium has built the first Coarse-Grained Reconfigurable Array that can boot and run standard Linux directly, with no host ...
Whether it's time to upgrade an old gaming computer, or you're building afresh, this is your chance to grab a powerful AMD ...