Intel (INTC) upgraded to Buy by HSBC and BNP Paribas as server CPU demand drives 2026–27 shipments and ASP growth.

The architecture of host CPUs in custom AI servers is undergoing a significant shift, with proprietary Arm-based designs steadily displacing traditional x86 processors, according to Counterpoint ...

New user agent reveals when Google-hosted AI completes tasks like browsing or form fills, opening visibility into assisted user journeys. Google introduced a new user agent, called Google-Agent, that ...

A worsening supply constraint in central processing units made by Intel (INTC) and Advanced Micro Devices (AMD) is impacting PC and server makers who are already affected by the memory chip shortage, ...

Rene Haas is half-prone on a couch in his office in San Jose, California. A basketball rests in his hand, partly obscuring his face. Haas had grimaced when WIRED’s photographer first asked him to ...

Looking ahead: Today, Arm announced the Arm AGI CPU, the first production silicon product designed and sold directly by Arm in the company's 35-year history. This isn't an IP license and it's not a ...

Forward-looking: Nvidia used its GTC 2026 developer conference in San Jose to unveil new details about its Vera data center CPU line, highlighting an 88-core Arm-based design and a dense rack ...

Nvidia (NVDA) kicked off its GTC event in San Jose, Calif., on Monday, debuting a number of chips and platforms ranging from its all-new Nvidia Groq 3 language processing unit (LPU) to its massive ...

Two zero-day flaws in the form of a denial of service (DoS) issue in .NET and an elevation of privilege (EoP) issue in SQL Server top the agenda for security teams in Microsoft’s latest monthly Patch ...

AMD has posted strong financial results alongside new CPU market share data. The company has now crossed a major milestone in the server market. According to data based on figures from Mercury ...

A Microsoft Edge update led to draining batteries and overheating due to a high CPU usage bug. This affects Apple Mac PCs. This week, Microsoft has released Edge Stable version 144.0.3719.115, fixing ...

Intel Corp. (NASDAQ: INTC) and Advanced Micro Devices Inc. (NASDAQ: AMD) are facing tightening server CPU supplies in China as booming AI infrastructure demand strains the global chip pipeline. The ...