
#Cpus
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AMD now owns 38.1% of the overall x86 CPU market according to new research but actually lost ground in desktop PCs
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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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AMD to broaden and specialize EPYC CPUs, already working on Zen 7 architecture — increased customization to better…
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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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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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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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