Intel ( INTC) and AMD ( AMD) received upgrades to Overweight by KeyBanc as both chipmakers have mostly sold out of server CPUs for 2026 due to surging data center and artificial intelligence demand.

AMD has been kicking ass in the CPU market for years now, with another great quarter enjoyed by the company for Q2 2024... recording the highest server CPU market share in DECADES. In a new report ...

In an interview with CRN, Dan McNamara, general manager of AMD’s server business unit, talks about how he’s ‘trying to do more and more’ with channel partners to grow EPYC CPU sales in the enterprise ...

While the latest x86 CPU market share report reflects the ongoing threat AMD poses to Intel at a challenging time in the latter company’s history, it wasn’t all bad news for Intel. AMD is 1 point away ...

TL;DR: AMD's server CPU market share surged to 39.4% in Q1 2025, with projections to exceed 40% by year-end and reach 50% in 2026, challenging Intel's dominance. Strong growth in desktop and notebook ...

A new report suggests server processor pricing could move upward in 2026, with Intel and AMD reportedly considering increases of up to 15%. The claim is tied to sustained data center demand and the ...

What just happened? Enthusiasts have managed to "hack" AMD's Epyc 4004 processors by fitting them into consumer PC motherboards and pushing them to their limits. Originally designed for small ...

Intel's grip on the server CPU market is slipping, with Advanced Micro Devices (AMD) closing the gap at a pace that may soon bring the once-dominant chipmaker to parity. As Intel grapples with ...

Intel (NASDAQ: INTC) made significant progress last year in its server central processing unit (CPU) business. The company has been losing market share to AMD for years, partly because it was stuck on ...

While using an AMD Barcelona (quad-core Opteron) server to create a portable benchmarking kit for InfoWorld’s Test Center, I discovered something unexpected: I could incur variances in some benchmark ...