Intel ( INTC) and AMD ( AMD) received upgrades to Overweight by KeyBanc as both chipmakers have mostly sold out of server ...

On Jan. 13, 2026, a bullish analyst call and sold-out AI server capacity reframed this chip giant’s turnaround potential.

CPUs are still necessary, though, and that fact is now buoying Intel's server CPU business. According to Vinh, Intel is ...

On Jan. 14, 2026, investors weighed fresh AI server demand signals and foundry wins that sharpen the stakes of Intel’s turnaround.

Intel INTC stock surges 7.3% on KeyBanc upgrade to Overweight. Server CPU shortage and foundry progress drive $60 price ...

CEO Chen is betting on Edge AI - which can run AI algorithms locally rather than in the cloud - to boost the adoption of RISC ...

AMD has been kicking ass in the CPU market for years now, with another great quarter enjoyed by the company for Q2 2024... recording the highest server CPU market share in DECADES. In a new report ...

Amazon's new AWS Graviton3 CPU instances have reached Georgia, packing support for triple-sockets per motherboard: that's something you don't see every day. The new Amazon AWS Graviton3 CPU offer up ...

Fujitsu Technology Solutions will announce its new top-end Unix server, a 128-processor behemoth that will put pressure on Sun Microsystems, IBM and Hewlett-Packard. Stephen Shankland worked at CNET ...

Big Blue plans to introduce a 64-processor server, the high-end pinnacle of efforts to reclaim its server crown from competitor Sun Microsystems. Stephen Shankland worked at CNET from 1998 to 2024 and ...