Advanced Micro Devices offers significant upside at current levels; the AI accelerator business presents major optionality.

At its GTC trade show, Nvidia also announced a "Vera CPU Rack" for the second half of 2026. The water-cooled version can accommodate modules with a total of 256 Vera processors, e ...

Nvidia on Monday unveiled its new Groq 3 processor and its effort to take on Intel in the CPU space during the chipmaker's ...

Nvidia and AMD are seeing huge demand for CPUs and Jensen Huang is poised to unveil details for processors specialized for agentic AI at the GTC conference.

BNP Paribas says AMD’s AI GPU and server CPU demand outstrips supply, with more gigawatt deals possible and agentic AI boosting growth—read more.

Strong demand trends, an expanding product portfolio, and an improving valuation indicate solid upside potential for AMD ...

Nvidia (NVDA) debuts Groq 3 LPU and Vera CPU at GTC 2026, expanding beyond GPUs to challenge Intel and AMD in AI data centers with new inference technology.

AMD stock rises as analysts highlight strong AI and server demand. Meta and OpenAI partnerships boost AMD’s AI chip growth outlook. Wall Street sees up to 45% upside for AMD shares over 12 months.

As if NVIDIA wasn’t enjoying a lion’s share of the AI chips market, it just unveiled details about its Vera CPU to turn up the heat further on CPU chip makers AMD and Intel trying to shore up the ...

Are CPUs headed in the same direction as GPUs, RAM and SSDs?

Besides Dell, the established server makers seem to be losing ground in the server market. But they appear to be looking at a new market opportunity being pushed by chipmaker AMD, which is the ...