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server processors

2 articles
Investing.comInvesting.com··Itai Smidt

AMD's AI Surge Tests Valuation Limits as Nvidia Rivalry Intensifies

AMD surges on AI strength with 53% projected data-center growth, but overbought technicals and Nvidia's CPU ambitions threaten valuation sustainability.
NVDAAMDMETAMUINTCrevenue growthAI infrastructure spending
Investing.comInvesting.com··Jeffrey Neal Johnson

Arm Enters Chip Manufacturing with AI-Focused AGI CPU, Targeting $15B Revenue

Arm launches AGI CPU, a 136-core AI processor with Meta as lead partner, shifting from licensing to direct chip manufacturing with projected $15B revenue by 2031.
AMDMETATSMSAPINTC+2energy efficiencyAI data centers