AMD Delivers Blowout Q1 2026 Earnings on Surging AI Data Center Demand
AMD Delivers Blowout Q1 2026 Earnings on Surging AI Data Center Demand by Paul Lilly — Wednesday, May 06, 2026, 09:10 AM EDT AMD's share price is surging ahead of today…
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AMD Delivers Blowout Q1 2026 Earnings on Surging AI Data Center Demand by Paul Lilly — Wednesday, May 06, 2026, 09:10 AM EDT AMD's share price is surging ahead of today…
At the Microsoft Build 2026 conference, CEO Satya Nadella claimed that the company's newest AI data centers solve a major environmental problem by using as much water annually as a single…
…For OpenAI, the 20-year lease at the PORTS-Pike facility marks its first directly leased data center campus. This would be a key strategic milestone aimed at reducing its long-term…
Qualcomm Reportedly Lands Major ByteDance Chip Deal For AI Data Centers by Zak Killian — Wednesday, May 27, 2026, 02:20 PM EDT Qualcomm Inc. has reportedly secured a multi-million unit agreement…
Intel Unveils 18A-Built Xeon 6+ Data Center CPUs, Clearwater Forest AI Chips And More At Computex by Zak Killian — Sunday, May 31, 2026, 11:00 PM EDT Intel brought along a…
…For one, prices for PC parts have soared over the past year, with manufacturers and supply chain players prioritizing capacity and sales to more lucrative data center customers amid the AI gold…
…Historically, Apple has guarded its ecosystem by keeping data processing within its own custom-built data centers. However, the sheer demands of high-level generative AI have driven the company to look…
…That said, Intel still leads in the data center on strong Xeon sales , in terms of revenue share, though it's now a much closer race than it has ever been up…
…Testing was limited to specific data center-centric tasks like Python, Java, and database execution where Vera's immense memory bandwidth could shine, so it remains to be seen how the custom…
…This has also intensified competition in the high-margin data center sector. It's worth noting that AMD's EPYC server revenue share recently hit a record 46.2% share, according to…