Intel ( INTC) and AMD ( AMD) received upgrades to Overweight by KeyBanc as both chipmakers have mostly sold out of server ...
CPUs are still necessary, though, and that fact is now buoying Intel's server CPU business. According to Vinh, Intel is ...
On Jan. 13, 2026, a bullish analyst call and sold-out AI server capacity reframed this chip giant’s turnaround potential.
A new report suggests server processor pricing could move upward in 2026, with Intel and AMD reportedly considering increases of up to 15%. The claim is tied to sustained data center demand and the ...
On Jan. 14, 2026, investors weighed fresh AI server demand signals and foundry wins that sharpen the stakes of Intel’s turnaround.
AMD has been kicking ass in the CPU market for years now, with another great quarter enjoyed by the company for Q2 2024... recording the highest server CPU market share in DECADES. In a new report ...
Fujitsu Technology Solutions will announce its new top-end Unix server, a 128-processor behemoth that will put pressure on Sun Microsystems, IBM and Hewlett-Packard. Stephen Shankland worked at CNET ...
Amazon's new AWS Graviton3 CPU instances have reached Georgia, packing support for triple-sockets per motherboard: that's something you don't see every day. The new Amazon AWS Graviton3 CPU offer up ...
Big Blue plans to introduce a 64-processor server, the high-end pinnacle of efforts to reclaim its server crown from competitor Sun Microsystems. Stephen Shankland worked at CNET from 1998 to 2024 and ...