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 Intel Xeon 7 ‘Diamond Rapids’ CPUs officially launching in 2027 on Intel 18A-P — next-gen P-core Xeon features PCIe 6.0, 50% higher core counts, and twice the memory bandwidth
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Intel Xeon 7 ‘Diamond Rapids’ CPUs officially launching in 2027 on Intel 18A-P — next-gen P-core Xeon features PCIe 6.0, 50% higher core counts, and twice the memory bandwidth

Latest from Tom's Hardware ·Jake Roach·about 14 hours ago
#3RhPt7xm

Intel has officially confirmed its next-gen Xeon 7 Diamond Rapids CPUs are coming in 2027, featuring 50% higher core counts and twice the memory bandwidth of Xeon 6 in a bid to compete against AMD’s upcoming EPYC Venice CPUs.

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Reduced pricing for Turbo build machines - Vercel
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Reduced pricing for Turbo build machines - Vercel

Vercel News·Mehul Kar·4 days ago
#VqYKhK8d
#vercel#machines#build#priced#cpus#turbo

Vercel build pricing now follows $0.0035 per CPU minute. Turbo build machines are 16% cheaper, while Standard and Enhanced stay the same. Enterprise discounts remain.

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Arm's $2 billion in AGI CPU sales are still not enough to penetrate 5% of overall market share, analyst reveals — at least $90 million worth of CPUs to be shipped before FY2027
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Arm's $2 billion in AGI CPU sales are still not enough to penetrate 5% of overall market share, analyst reveals — at least $90 million worth of CPUs to be shipped before FY2027

#arm#intel#amd#nvidia#cpus#billion

From Latest from Tom's Hardware: Arm's $2 billion in AGI CPU sales are still not enough to penetrate 5% of overall market share, analyst reveals — at least $90 million worth of CPUs to be shipped before FY2027

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AMD to broaden and specialize EPYC CPUs, already working on Zen 7 architecture — increased customization to better…
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AMD to broaden and specialize EPYC CPUs, already working on Zen 7 architecture — increased customization to better…

From Latest from Tom's Hardware: AMD to broaden and specialize EPYC CPUs, already working on Zen 7 architecture — increased customization to better address evolving AI and cloud needs

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Morgan Stanley Says Agentic AI Has Created a New Bottleneck, Points to $60,000,000,000 in Incremental Investment Opportunity
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Morgan Stanley Says Agentic AI Has Created a New Bottleneck, Points to $60,000,000,000 in Incremental Investment Opportunity

DEV Community·Cheks Kana·27 days ago
#MwNxLwUa
#news#cpu#memory#ai#investors#market

From Dev.to - ai: Morgan Stanley Says Agentic AI Has Created a New Bottleneck, Points to $60,000,000,000 in Incremental Investment Opportunity

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Meta's multi-billion-dollar Graviton deal highlights intensifying CPU shortages in AI infrastructure — the industry signals a shift to Agentic inference workloads, pushing demand
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Meta's multi-billion-dollar Graviton deal highlights intensifying CPU shortages in AI infrastructure — the industry signals a shift to Agentic inference workloads, pushing demand

From Latest from Tom's Hardware: Meta's multi-billion-dollar Graviton deal highlights intensifying CPU shortages in AI infrastructure — the industry signals a shift to Agentic inference workloads, pushing demand

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I feel like I should start looking at AMD and MU for the second half of AI

Reddit r/stocks·u/SurroundLoos·about 1 month ago
#CoIe7Hex
#cpus#gpus#need#feel#looking#article

Right now everyone is still focused on NVDA when talking about AI, but I feel like if Agentic AI really takes off, the bottleneck might slowly shift from GPUs to CPUs and storage chips.…

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Intel Is Reportedly Selling CPUs It Would Normally 'Scrap' Due To Overwhelming Demand
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Intel Is Reportedly Selling CPUs It Would Normally 'Scrap' Due To Overwhelming Demand

BGR·Alan Bradley·about 1 month ago
#eTQTEBy1

Intel just had a very profitable quarter, and a big reason why is reportedly that the electronics giant has been selling CPUs it would've previously scrapped.

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Intel's Astonishing Stock Surge Shatters 25-Year Record Amid AI Revival
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Intel's Astonishing Stock Surge Shatters 25-Year Record Amid AI Revival

WebProNews·Sara Donnelly·about 1 month ago
#LDGaEvG8
#webpronews#intel#billion#last#cpus#shares

Intel's shares smashed 25-year highs after Q1 earnings crushed estimates, driven by AI CPU demand and agentic models. Up 120% in 2026, the turnaround under CEO Lip-Bu Tan gains steam with government backing and partnerships.

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Meta’s Billion-Dollar Bet on Amazon’s Graviton Chips Signals CPU Surge in AI Agent Era
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Meta’s Billion-Dollar Bet on Amazon’s Graviton Chips Signals CPU Surge in AI Agent Era

WebProNews·John Marshall·about 1 month ago
#kiOAD2JD
#webpronews#meta#graviton#amazon#cpus#article

Meta's multibillion-dollar deal for Amazon's Graviton CPUs targets agentic AI workloads, marking a CPU resurgence amid GPU shortages. The pact spans three years across 32 data centers, boosting AWS's custom silicon business while Meta diversifies beyond…

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Intel's next CPU generation might finally catch up to AMD on something that actually matters
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Intel's next CPU generation might finally catch up to AMD on something that actually matters

XDA·Tanveer Singh·about 1 month ago
#kdy0RkhU
#sensa#intel#amd#community#lake#socket

From XDA Developers: Intel's next CPU generation might finally catch up to AMD on something that actually matters

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CPU requirements for AI workloads are multiplying, driving intensifying shortages and price hikes — Intel already shifting production from consumer chips to Xeon as inference workloads drive server CPU ratios back toward parity with GPUs
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CPU requirements for AI workloads are multiplying, driving intensifying shortages and price hikes — Intel already shifting production from consumer chips to Xeon as inference workloads drive server CPU ratios back toward parity with GPUs

From Latest from Tom's Hardware: CPU requirements for AI workloads are multiplying, driving intensifying shortages and price hikes — Intel already shifting production from consumer chips to Xeon as inference workloads drive server CPU ratios back toward…

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Intel’s CPU Revival Fuels Earnings Surge and AI Pivot Amid Fierce Rival Pressure
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Intel’s CPU Revival Fuels Earnings Surge and AI Pivot Amid Fierce Rival Pressure

WebProNews·Name·about 1 month ago
#h9rKOgL5
#intel#billion#lake#cpus#revenue#article

Intel's Q1 revenue beat smashed expectations at $13.58 billion, driven by AI agent demand for CPUs like Lunar Lake and Panther Lake. Shares surged 20%, with upbeat Q2 guidance signaling sustained recovery amid U.S. backing and Nvidia ties.

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Intel’s CPU Revival Powers Surprise Earnings Surge Amid AI Infrastructure Boom
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Intel’s CPU Revival Powers Surprise Earnings Surge Amid AI Infrastructure Boom

WebProNews·Name·about 1 month ago
#LnXoJGia
#year#billion#intel#cpus#demand#article

Intel crushed Q1 expectations with $13.6 billion revenue and $0.29 EPS, driven by 22% data center AI growth and surging Xeon CPU demand in inference-heavy workloads. Shares soared 20% after hours on upbeat Q2 guidance.

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