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 ...

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

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

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 ...

Nvidia and AMD are seeing huge demand for CPUs and Jensen Huang is poised to unveil details for processors specialized for ...

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

AMD’s CEO Lisa Su has said the company is experiencing server demand that has “far exceeded” expectations. Speaking during the Morgan Stanley Technology, Media & Telecom Conference earlier this week, ...

And yes, of course, it's down to AI.

Besides Dell, the established server makers seem to be losing ground in the server market. But they appear to be looking at a ...

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 ...