U.S. export controls on Nvidia have incentivized China to develop alternatives, while also making it more difficult for ...

AMD has achieved a record 39.4% revenue of the server share market, while we should expect AMD to overtake Intel's server CPU ...

But with Microsoft, Meta, Amazon, Oracle, and OpenAI planning to spend tens of billions of dollars on data centers in places like Ohio, Louisiana, and Texas, unless guardrails are in place the U.S.

AMD held nearly zero market share in the server processor segment. After CEO Lisa Su implemented a comprehensive platform ...

China launches 10 data zones to boost its $278B industry, aiming to double transactions and drive global AI growth through ...

Advanced Micro Devices, Inc.'s stock valuations are near fair value, and the relative technicals don't give a clear bullish ...

In a blockbuster reverse merger, Hygon Information Technology Co. — one of China's leading AI chipmakers — announced plans to ...

The ARM Processors Market is anticipated to grow at a CAGR of 8.18% from US$13.030 billion in 2025 to US$19.306 billion by 2030. The ARM Processors Market is anticipated to grow at a CAGR of 8.18% ...

This is the company’s key revenue growth driver for the next several years. The margin profile of this revenue growth is a key debate, and we assume the ISG segment (where servers are projected to ...

Nvidia earned an exceptional 62% GAAP operating margin in fiscal 2025, as it prospered from significant operating leverage during the AI boom. We anticipate that GAAP operating margins will be 59% in ...

Nvidia (NVDA) is planning to launch a new low-cost artificial intelligence (A.I.) microchip for the Chinese market. The new ...