Wall Street is underestimating how much Meta will spend on AMD’s AI chips, a Citi analyst said.

Last October, Nvidia’s CEO Jensen Huang admitted that its market share in China had fallen to effectively zero. However, it ...

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

The server CPU market is set to grow significantly through 2030, on the back of the global AI data center buildout. According ...

By Liam Mo and Fanny Potkin BEIJING/PARIS, May 28 (Reuters) - Chinese technology giant ByteDance is developing its own central processing units (CPUs) to support its growing AI infrastructure needs, ...

A shift in the way artificial intelligence data centers work is bringing an unexpected technology back into a leading role.

Nvidia Just Went After Intel And AMD’s Most Profitable Business. Nvidia’s New Arm CPU Could Change The Future Of AI Data ...

Citi upgrades AMD to Buy with a $575 price target, projecting the CPU market will grow from $29.3B to $131.5B by 2030 driven ...

AMD's resurgence is a slow burn; this time last year, it reached 40% of the market, and it's now just 10% behind Intel.

You can argue about almost every line in a NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) earnings release. The size, the ...

A report from Mercury Research on Wednesday found desktop PC CPU shipments fell by 20 percent in the first quarter, due to a ...

June 12 (Reuters) - Nvidia has told Chinese clients that its new "Vera" central processors for AI data centres could be ...