AMD is the 'Rook' of the AI ecosystem, dominating AI and data centers, PCs and Laptops, Embedded systems, and networking.

U.S. government continues to enforce strict export controls, which divide the world into regulatory tiers and limit China’s ...

The datacentre processor market will grow from $147 billion in 2024 to $372 billion by 2030, reflecting the expansion of ...

Chinas booming artificial intelligence sector is set to demand $39.5 billion worth of AI chips in 2025, yet supply is forecast to fall short at $37 billion, creating a $2.5 billion gap, according to ...

Arm’s Mohamed Awad, senior vice president and general manager for data center infrastructure, said in March that at the end ...

China is pulling ahead of the rest of the world in sinking data centers that power AI into the ocean as an alternate way to ...

To people following the Trump administration and its seemingly unending announcements and reversals of trade restrictions, ...

Nvidia will ramp up supply of Chinese-compliant H20 chips in the coming months and look to bring more advanced semiconductors ...

We model AMD reaching $17.9 billion in AI GPU revenue in 2029. In turn, AMD’s GPU revenue should grow at a 29% CAGR over the next five years. While these estimates pale in comparison to the $115 ...

Geopolitics have entered the AI space, most notably limiting Nvidia's AI opportunities in China. We are skeptical that Nvidia's China AI business will be allowed to recover, regardless of the US ...

Server sales are booming, largely thanks to artificial intelligence (AI) server demand. Intel isn't a major player in the AI accelerator market, but its server CPU business can benefit from strong ...

Once commanding nearly 100 percent of the server CPU market, Intel's share has now dropped to around 62 percent.