Intel said Thursday it expects its CPU shortage to peak in the first quarter as the company indicated that the ongoing AI ...

On Jan. 20, 2026, Wall Street's AI server growth upgrades put this legacy chipmaker's turnaround narrative under a brighter ...

U.S. Intel, which had been mired in deficits and faced crisis theories, is regaining vitality thanks to demand for artificial ...

On Jan. 13, 2026, a bullish analyst call and sold-out AI server capacity reframed this chip giant’s turnaround potential.

Intel ( INTC) and AMD ( AMD) received upgrades to Overweight by KeyBanc as both chipmakers have mostly sold out of server ...

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 ...

TL;DR: AMD's server CPU market share surged to 39.4% in Q1 2025, with projections to exceed 40% by year-end and reach 50% in 2026, challenging Intel's dominance. Strong growth in desktop and notebook ...

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 ...

AMD and Arm have been gaining up on Intel in the server CPU market in the past few years, and the margins of the share that AMD had won over were especially large in 2022 as datacenter operators and ...