Intel's strong earnings and Xeon CPU comeback have intensified competition in the server CPU market, impacting Advanced Micro Devices (AMD). While Intel regains relevance in AI infrastructure, AMD is preparing for a potential shift with its Instinct MI400 Series and Helios products expected to ramp up in the second half of 2026. AMD's upcoming earnings report will be crucial to assess the performance of these new products and the company's ability to maintain market share amid growing competition.
HostColor has introduced new dedicated servers powered by AMD Ryzen and AMD EPYC processors with 10 Gbps bandwidth in three Amsterdam data centers. These servers offer fast deployment options, metered or unmetered data transfer, and support various c...
Goldman Sachs analyst James Schneider raised the 12-month price target for Advanced Micro Devices (AMD) from $450 to $640, maintaining a 'Buy' rating. This adjustment reflects AMD's strong stock performance and optimism about growth driven by artific...
Nvidia's Kyber rack-scale architecture, designed to house its 2027 Rubin Ultra chips, has been delayed to 2028 due to difficulties in manufacturing a key circuit board. This delay disrupts Nvidia's aggressive product release schedule and may allow co...
The Semiconductor Index surged 88% in the second quarter of 2026, driven by major gains from companies like Micron, Intel, and AMD. This remarkable growth reflects the intense global competition in AI technology, which has caught the attention of pol...
Intel's stock price surged 435% from $22.49 in July 2025 to $120.35 in July 2026, driven by efforts to revive its core business, the AI industry boom, and a significant $8.9 billion investment from the US government in 2025. This turnaround followed ...
