Are we staring down the barrel of an AI-driven CPU shortage?

AMD’s CEO Lisa Su has said the company is experiencing server demand that has “far exceeded” expectations. Speaking during the Morgan Stanley Technology, Media & Telecom Conference earlier this week, ...

PC users, at least on the desktop side, still have just the "Big Two" when it comes to choosing a CPU. Intel remains the dominant player in the overall CPU market, but AMD has been having one of its ...

And yes, of course, it's down to AI.

The AI PC market is poised for explosive growth, projected to expand at a compound annual growth rate (CAGR) of 30% from 2025 to 2034, surging from $91.2 billion in 2025 to nearly $967 billion by the ...

Near-term execution risks are rising as memory cost inflation limits CCG visibility, while acute Xeon supply constraints also limit Intel's ability to capitalize on renewed server CPU demand. This is ...

If you are looking to upgrade your X86 server fleet – and there is lots of chatter about how many enterprises as well as hyperscalers and cloud builders are in the financial mood to do that – then the ...

As AMD gains market share in desktops, laptops, and servers, its overall x86 share hits all time high at 29.2%.

The central processing unit (CPU) market is a cornerstone of the global technology sector, and it has long witnessed an intense rivalry between two industry titans: Advanced Micro Devices (NASDAQ: AMD ...

Microarchitecture analysts have examined NVIDIA's GB10 'Superchip' and determined that its CPU cores are capable of going toe-to-toe with Intel and AMD.

It's not just data centers, though. Nvidia is also reportedly moving in on Intel and AMD's consumer businesses with its own laptop chip, creating a whole new headache for the PC stalwarts.

AMD Ryzen CPUs are riding a wave of popularity right now, and the latest best seller charts show them completely annihilating the competition from Intel. What's more, most of the Intel chips that are ...