AMD MI400 Takes Aim at NVIDIA Data Center Lead
AMD's next-gen MI400 AI accelerator promises major performance gains, challenging NVIDIA's grip on the $100B+ data cente…
🏷️ Data Center
35 articles about 'Data Center'
AMD Stock Surges 20% as AI Chip Demand Drives Record Q1
AMD beats Q1 earnings expectations with $10.25B revenue, driven by 57% data center growth amid soaring AI chip demand.
Intel Gaudi 3 Struggles Against NVIDIA Dominance
Intel's Gaudi 3 AI accelerator faces an uphill battle for data center market share as NVIDIA's ecosystem grip tightens.
AMD: CPUs May Outnumber GPUs in Agentic AI Era
AMD CEO Lisa Su says agentic AI workloads are driving unprecedented CPU demand, potentially flipping the CPU-to-GPU rati…
Intel Gaudi 3 Takes Aim at NVIDIA's Data Center AI Dominance
Intel's Gaudi 3 AI accelerator promises competitive training performance at lower cost, challenging NVIDIA's grip on the…
NVIDIA Blackwell Ultra B300 Enters Mass Production Early
NVIDIA's next-gen Blackwell Ultra B300 AI chip has reportedly entered mass production ahead of schedule, intensifying th…
AMD Doubles Server CPU Market Target to $120B
AMD raises its server CPU market forecast to $120 billion as AI inference and agentic workloads drive record data center…
AMD Doubles 2030 Server Market Forecast to $120B
AMD raised its 2030 server CPU market estimate from $60B to $120B, citing surging AI and inference workload demand acros…
Lumentum Swings to $143M Profit on Surging AI Demand
Lumentum posted record Q3 FY2026 revenue of $808M, up 90% YoY, as AI infrastructure spending drives massive demand for o…
AMD's Lisa Su: Agentic AI Drives CPU-GPU Ratio Toward 1:1
AMD CEO Lisa Su says agentic AI workloads are reshaping server compute, pushing CPU demand alongside GPUs rather than re…
AMD Beats Q1 Estimates as Data Center Revenue Surges
AMD posts $10.25B in Q1 2026 revenue, up 37.8% YoY, as data center and CPU businesses accelerate ahead of its Helios AI …
AMD Profits Surge 95% as AI Data Center Boom Fuels Record Quarter
AMD reports $1.38 billion net profit in fiscal Q1 2026, with data center revenue jumping 57% to $5.78 billion on soaring…