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Showing top 10 results for "enterprise demand doubts"

tomshardware.com › desktops › servers

Arm servers capture over 45% of data center market revenue — GPU clusters and high-end AI infrastructure fuel a tectonic shift away from x86

… As a result, while the latter get more business from enterprises or sovereign AI deployments, this does not mean that big ODMs are losing business; they are actually gaining it, as the appetites of hyperscalers like AWS, Google, Meta, or Microsoft are not going anywhere, just demand from new entran… …

Jun 22, 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

… The biggest problem is not demand in any way, shape, or form. The biggest problem is how we satisfy demand across every single product. If I have people demanding Xeon 6 and Xeon 6+, and still Xeon 5, how do I balance all of those and match where the supply constraints are in the industry? …

Jun 2, 2026 · Jake Roach
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