What we know so far: As the server battle between AMD and Nvidia enters a new phase, the two companies have begun trading jabs through performance estimates and early benchmarks. While Nvidia-approved ...
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What's behind the move: Intel stock got a boost after Bank of America analyst Vivek Arya upgraded shares from Underperform to Buy and raised his price target to $135 from $96. Arya cited Intel's ...
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AMD reaches 46% of server x86 CPU revenue — Intel still controls 70% of the consumer PC market share
The first quarter of 2026 was quite favorable for AMD as the company managed to increase its unit share on the market of client systems and skyrocketed its share in servers past 33%, according to ...
Bank of America double-upgraded Intel and raised AMD's target, projecting the server CPU market reaches $170 billion by 2030 on agentic AI demand. Intel's consensus analyst target of $92 sits well ...
What happened: Intel (INTC) stock rose as much as 9% on Thursday, helping lift the broader semiconductor ETF (SOXX) 2%. What's behind the move: Intel stock got a boost after Bank of America analyst ...
Nvidia sees Vera CPUs available as soon as August, sources say Nvidia tells Chinese clients they can place orders for Vera CPU push heats up rivalry with AMD and Intel June 12 (Reuters) - Nvidia (NVDA ...
Whether you're upgrading your desktop PC or building a new one, choosing the right processor is the most crucial and complex choice you will make. Let's simplify it! Here's how to make sense of AMD's ...
France’s OVHcloud bets on frontier AI as Europe seeks alternatives to US models The company says the cost of training frontier AI models has fallen sharply, but analysts say the bigger challenge may ...
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