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A Bloomberg analysis of documents and company filings show how China is building giant data centers in the desert to fuel its ...
A happy July day to you! Interesting developments took place in the world of HPC-AI notwithstanding the short holiday week ...
Clearwater Forest, the successor to Sierra Forest, will move to Intel's new 18A process when it launches next year. Diamond ...
The edge AI hardware market is projected to reach USD 58.90 billion by 2030 from USD 26.14 billion in 2025, at a compound ...
"Huawei isn't the only player that is helping China close the gap. China has firms innovating and competing across all layers ...
The market more than doubled during the first three months of the year, marking the highest quarterly growth rate in 28 years ...
According to the latest data from IDC, the global server market grew by 134 percent year-over-year in Q1 2025, driven by a ...
Advanced Micro Devices’ server CPU momentum, not AI, is the real catalyst as it gains share against Intel. Learn why AMD stock is upgraded to strong buy.
Now, with its segment market share at 39.4%, the chance to break even with Intel—and possibly overtake it—is in sight. Obviously, AMD’s success in the server CPU segment is resulting in ...
In the server CPU space, AMD has continued to build on its previous momentum, capturing 27.2% of unit share (+3.6% YoY) and a whopping 39.4% of revenue share (+6.5%) in Q1.
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.
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