Intel ( INTC) and AMD ( AMD) received upgrades to Overweight by KeyBanc as both chipmakers have mostly sold out of server ...
CPUs are still necessary, though, and that fact is now buoying Intel's server CPU business. According to Vinh, Intel is ...
Intel Corporation (NASDAQ:INTC) is one of the Trending AI Stocks on Wall Street. On January 13, KeyBanc analyst John Vinh ...
On Jan. 13, 2026, a bullish analyst call and sold-out AI server capacity reframed this chip giant’s turnaround potential.
Advanced Micro Devices, AMD, re-entered the server market with the launch of its EPYC processor one year ago today. This launch was significant and could be described as a very big bet by AMD against ...
Fujitsu Technology Solutions will announce its new top-end Unix server, a 128-processor behemoth that will put pressure on Sun Microsystems, IBM and Hewlett-Packard. Stephen Shankland worked at CNET ...
In the world of processors, attention seems firmly focused on the fast-paced desktop and mobile markets. But that doesn't mean that there's nothing going on in server-land. Virtualisation extensions ...
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 ...
Big Blue plans to introduce a 64-processor server, the high-end pinnacle of efforts to reclaim its server crown from competitor Sun Microsystems. Stephen Shankland worked at CNET from 1998 to 2024 and ...
Amazon's new AWS Graviton3 CPU instances have reached Georgia, packing support for triple-sockets per motherboard: that's something you don't see every day. The new Amazon AWS Graviton3 CPU offer up ...