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Gartner positions AMD as the AI server CPU leader, citing EPYC’s technical capabilities and alignment with enterprise AI demands. Gartner has named AMD (NASDAQ: AMD) the leading vendor for enterprise ...

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Wires from Amazon Web Services Trainium3 UltraServers are seen at a QA lab in Austin, Texas, on February 3, 2026. Tech titan Amazon is working to step out of Nvidia's shadow with custom "Trainium" ...

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 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 ...

HPE announces new HPE ProLiant Compute DL394 Gen12 with the latest NVIDIA Vera CPU, built for the age of agentic AI and for reinforcement learning and data processing at AI-factory scale. New HPE ...

UBS said first quarter server CPU shipments of Arm (ARM) and Advanced Micro Devices (AMD) outgrew and continued to gain at the expense of Intel (INTC) quarter-over-quarter. "Total server CPU shipments ...

Advanced Micro Devices AMD reported first-quarter revenue of $10.25 billion, up 38% year over year and above the high end of guidance. AMD expects June-quarter revenue to be $11.2 billion at the ...