CPU resurgence: AI priorities are moving from GPU-led model training to CPU-led inference and orchestration, boosting AMD and Intel's positions. Record growth: AMD’s Q1 revenue rose 38% to $10.3B; ...

Intel’s earnings revealed that AI infrastructure is shifting from GPU-dominant training toward broader CPU involvement in inference and multi-agent systems, benefiting both ARM’s licensing business ...

It wasn't too long ago that Intel looked more like a dead man walking than a hot stock opportunity. But now, the stock is up over 186% year to date. Investors believed the company had missed out on ...

The chip sector is rallying Wednesday morning, with Intel (NASDAQ:INTC) shares up 8% and Advanced Micro Devices (NASDAQ:AMD) stock rising 3% in early trading. The two moves reflect distinct catalysts, ...

Demand for Intel's central processors from firms offering AI services was ​so strong in the first quarter that it sold even ...

A worsening supply constraint in central processing units made by Intel (INTC) and Advanced Micro Devices (AMD) is impacting PC and server makers who are already affected by the memory chip shortage, ...

Intel and AMD are raising prices on their CPUs for consumers, and prices are expected to continue rising over the next two years. The AI craze continues to be the driving factor in increased prices ...