NVIDIA expects $20 billion from Vera CPUs this year as demand for agentic AI infrastructure pushes supply limits worldwide.

Dr. Lisa Su even sees the possibility of CPUs overtaking GPUs in importance and number, provided that Agentic AI continues to ...

The next big thing for Nvidia will be CPUs for AI agents, $200 billion worth, CEO Jensen Huang predicts.

During an investor call following the release of AMD's first-quarter 2026 earnings, CEO Lisa Su confirmed that the Epyc ...

AMD’s first quarter results were marked by significant growth in its data center segment and broad-based demand across all ...

AMD CEO Dr. Lisa Su has said that the rising costs of memory due to AI demand is going to decrease overall PC and gaming ...

And please note that this conference is being recorded. I will now turn the conference over to Matt Ramsay, Vice President of Financial Strategy and IR. Thank you, Matt. You may begin. Thank you, and ...

Advanced Micro Devices, Inc. stock surged 300%+, but is 60x P/E too rich? See why I trimmed 50% vs. NVDA & MU and expect a ...

AMD Stock Price: Advanced Micro Devices forecast second-quarter revenue above Wall Street expectations on Tuesday.

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 AI ...

Lisa Su, CEO of AMD (pictured), predicted that the server central processing unit (CPU) market will surpass $120 billion (approximately 168 trillion ...