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HPE announces new HPE ProLiant Compute DL394 Gen12 with the latest NVIDIA Vera CPU, built for the age of agentic AI and for reinforcement learning and data processing at AI-factory scale. New HPE ...

AMD has announced the production ramp of its next-generation EPYC server processors, named Venice. It is the first high performance computing chip in the industry to enter production on Taiwan ...

UBS said first quarter server CPU shipments of Arm (ARM) and Advanced Micro Devices (AMD) outgrew and continued to gain at the expense of Intel (INTC) quarter-over-quarter. "Total server CPU shipments ...

AMD (AMD), Intel (INTC), and Qualcomm (QCOM) are likely to be among the big beneficiaries due to the ongoing “server CPU super cycle,” investment firm GF Securities said. “As the orchestration core of ...

SQL Server CPU spikes when queries perform **excessive computation** — sorting millions of rows, hashing large joins, scanning entire tables, or running in uncontrolled parallelism. Unlike disk waits ...

We are raising our fair value estimate for no-moat Intel INTC to $90 from $60. Server processor demand is poised to grow faster than our prior expectations, which bodes well for Intel over the next ...

On Tuesday, Advanced Micro Devices, Inc. AMD CEO Lisa Su said surging demand from agentic artificial intelligence is dramatically expanding the long-term server CPU opportunity, prompting the ...

Advanced Micro Devices AMD reported first-quarter revenue of $10.25 billion, up 38% year over year and above the high end of guidance. AMD expects June-quarter revenue to be $11.2 billion at the ...

Intel is said to be prioritizing limited production capacity for Xeon server chips as its CPU shortage keeps building across notebooks, desktops, and Chromebooks. Intel’s supply squeeze is no longer ...

Intel has recently issued a warning to major cloud service providers in China that, due to a surge in demand for AI infrastructure and slower-than-expected yield ramp-up for its 18A process, server ...