The Trump administration wants a useful quantum computer in two years. Microsoft wants one in three. Independent researchers ...

Wells Fargo lifted server CPU revenue forecasts sharply (to $25B by 2028) and assumes AI-driven server CPU demand stays ...

Samsung Electronics and SK Hynix are making one of the biggest bets yet on the artificial intelligence boom with investments worth hundreds ​of billions of dollars, but the planned capacity buildout ...

AI has pushed the global semiconductor industry into a new "super cycle," but the AI boom is also creating distorted demand, tighter capacity, soaring memory prices, and overheated capital spending, ...

Intel (NASDAQ:INTC) stock is trading at $130.60 midday Monday, up 2% on the session. The move follows a major price-target hike from Cantor Fitzgerald, which raised its target on the shares to $150 ...

Microsoft is punished for AI capital expenditure despite strong AI infrastructure sales, while Google and Amazon are rewarded ...

Low Latency Profile, a performance optimization feature, is enabled by default in Windows 11 and is designed to improve ...

Why the bottleneck always moves, why economics is an equal partner, and why capital recovery in AI infrastructure now depends on workload liquidity. Every infrastructure supercycle has two engines, ...

Abstract: In the field of high-performance computing, increasing resource efficiency and enhancing code quality is essential for minimizing CPU cycles, reducing execution duration, and reducing energy ...

Arm Holdings plc (ARM) has spent decades building the architectural foundation underneath the global smartphone industry. Founded in 1990 as a joint venture between Acorn Computers, Apple (AAPL), and ...

Buy AMD (AMD). The article shows a clear step-up: AMD raised its long-term server CPU growth outlook to 35% (from 18%), and investors are rotating from GPU-only to x86 server CPUs for ...