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tomshardware.com › pc-components › cpus

Arm's $2 billion in AGI CPU sales are still not enough to penetrate 5% of overall market share, analyst reveals — at least $90 million worth of CPUs to be shipped before FY2027

… 100%." With up to 136 highly high-performance cores optimized for agentic AI and data center workloads and available starting from Q4 2026, Arm's AGI CPU is poised to be in high demand from those who need high-end CPUs to run their AI agent infrastructure and whose software stack is already optimiz… …

May 11, 2026 · Anton Shilov
tomshardware.com › pc-components › cpus

AMD posts record first-quarter results, driven by skyrocketing data center CPU demand — company expects consumer and gaming revenue to decline in Q2 over rising memory and component costs

… Furthermore, AMD raised its long-term outlook for the server CPU market, expecting it to reach $120 billion by 2030 due to increased demand from AI and agentic AI workloads. At the same time, the company admitted that sales of its AI accelerators were down sequentially. …

May 6, 2026 · Anton Shilov
tomshardware.com › tech-industry

Intel Xeon 6+ Computex roundtable interview transcript — Kira Boyko and Tim Wilson on 18A wafer allocation, Clearwater Forest, and dropping hyper-threading

… Across roughly half an hour, the two addressed why Intel stripped hyper-threading out of its E-core server parts and the technical case for bringing it back, the agentic AI demand surge that has left expensive GPU fleets idling while they wait on CPUs, the deliberate decision to ship Clearwater For… …

Jun 2, 2026 · Jake Roach