Intel (NASDAQ:INTC) lost a contract to design and manufacture the processors for the upcoming Sony (NYSE:SONY) PlayStation 6 gaming console to AMD (NASDAQ:AMD) and Taiwan Semiconductors (NYSE:TSM) in ...
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CPUs are cool again, Intel and AMD reporting spikes in CPU demand due to agentic AI
Are we staring down the barrel of an AI-driven CPU shortage?
We may receive a commission on purchases made from links. Gaming can be a fun hobby, but it isn't necessarily a cheap one, especially if you're a PC gamer. Between modern GPUs with terrible ...
Near-term execution risks are rising as memory cost inflation limits CCG visibility, while acute Xeon supply constraints also limit Intel's ability to capitalize on renewed server CPU demand. This is ...
In brief: AMD is continuing to see its fortunes rise in the consumer processor market as Intel struggles. According to a report on Amazon CPU sales for March 2025 in the United States, almost 8 out of ...
Fig. 1: Created by ChatGPT from a text prompt. The data center processor market has seen two major tectonic shifts in the last decade. It used to be that all data center compute was x86, and well more ...
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