Investors moving away from Nvidia – Fudzilla.com
… AMD, Chipzilla’s CPU rival, added $615 billion in value after its share price nearly tripled. Analysts previously said the quarter’s market moves could signal a “changing of the guard in AI”. …
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AI boom spreading beyond Nvidia – Fudzilla.com
… The company has long pushed the CPU side of the market. AMD chief executive Lisa Su told investors that AMD now expects 35 per cent growth in the server CPU market during the next three to five years. …
Nova Lake may bring AVX-512 to all cores – Fudzilla.com
… Nova Lake already has plenty of rumoured bait, including massive core counts, larger IPC gains, optional huge caches and a platform that may survive more than one CPU upgrade. …
AMD nicks nearly half the server cash – Fudzilla.com
… The company is making consistent share gains across key compute markets, helped by a portfolio that now spans EPYC and Instinct in the data centre, and Ryzen and Radeon in client and gaming. …
Intel gets a packaging bump – Fudzilla.com
… The share jump reflected investor relief after Chipzilla’s market value took a kicking for three years. Shares had fallen more than 60 per cent from their 2021 peak before the announcement. …
AIDA64 8.35 arrives with Zen 6, Panther Lake-R and RTX Spark support – Fudzilla.com
… TOPICS: AIDA64 · FinalWire · Nvidia · panther lake · rtx spark · zen 6 Latest articles News PC Hardware Jul 31, 2026 AMD Ryzen lineup gets discounted at Amazon, with both Ryzen 7 7800X3D and 9800X3D leading the pack AI News Jul 31, 2026 Claude hacked other companies Data Center News Jul 31, 2026 Am… …
Samsung joins the trillion-dollar chip club – Fudzilla.com
… Life Asset Management, Chaiwon Lee said Samsung’s 12-month forward price-to-earnings ratio stood at six times, compared with 25 for TSMC and 10 for Micron. “This shows its shares are still undervalued and have strong upside potential, although long-term risks exist such as China’s growing market sh… …
Chip stocks ride AI bubble fears – Fudzilla.com
… Yet Intel, AMD and Arm have outpaced Nvidia’s share gains this year, helped by hopes that AI infrastructure is shifting beyond graphics processors. Chipzilla’s shares hit an all-time high set during the dotcom bubble after it gave a bullish outlook for CPU demand in April. …
Dell gets a Pentagon-powered AI boost – Fudzilla.com
… TOPICS: ai-servers · data centres · Dell · Michael Dell · Microsoft · Nvidia · Pentagon · trump · us military Latest articles News PC Hardware May 29, 2026 Windows 11 gets a stutter-killing CPU shove News PC Hardware May 29, 2026 Web snoops find SSD side-channel trick AI News May 29, 2026 Samsung e… …
Intel and Nvidia plot Serpent Lake – Fudzilla.com
… TOPICS: ai pc · CES 2028 · Intel · Nvidia · Razer Lake · RTX GPU · Serpent Lake · titan lake · x86 SoC Latest articles Gaming News Jun 16, 2026 Apple Neo is a gaming lemon News PC Hardware Jun 16, 2026 AMD memory security vanishes Gaming Graphics Jun 16, 2026 SteamOS starts flirting with Intel Shar… …