As workloads continue migrating towards inference and agentic AI, CPU-GPU ratios could converge to 1:1 or even tilt further ...
Intel Corp (NASDAQ:INTC, XETRA:INL) shares surged 24% to around $83 on Friday following stronger-than-expected quarterly ...
Intel says CPU-to-GPU deployment ratios have tightened from 1:8 to 1:4, and could reach 1:1.
Q1 earnings preview: analyst upgrades cite strong server CPU demand and AI catalyst vs. foundry losses and margins.
Advanced Micro Devices shares surged to record levels after Intel’s strong earnings signaled a structural rise in CPU demand, ...
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 ...
The server processor market has gotten a lot more crowded in the past several years, which is great for customers and which has made it both better and tougher for those that are trying to compete ...
Sun Microsystems plans to unveil its Sun Fire v1280 server as soon as next week, an effort to ward off IBM's and HP's assault on Sun's No. 1 position among Unix server makers. Stephen Shankland worked ...
Intel has already raised its prices twice this year, while AMD is reportedly planning two price hikes for its server chips – ...
AMD is being yanked towards server CPUs by customers who suddenly realised AI boxes need more than GPUs. AMD chief executive Lisa Su is seeing ‘unexpected’ volume for EPYC-class server CPUs, with ...
Advanced Micro Devices (NASDAQ:AMD) shares rose 12% Friday, while Arm Holdings (NASDAQ:ARM) gained 8%, following growing ...