Arm Holdings Plc Chief Executive Officer Rene Haas said the company is experiencing an “explosion of demand” for its CPU architecture driven by AI workloads in data centers, with orders doubling to $2 ...
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AMD upgraded at DA Davidson on CPU explosion
AMD (AMD) was upgraded at D.A. Davidson on Friday, as the investment firm cited a “structural increase” in CPU demand, due to agentic artificial intelligence. Shares of the Dr. Lisa Su-led AMD rose ...
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CPU market to grow 5x by 2030, BofA says
The server CPU market is set to grow significantly through 2030 on the back of the global AI data center build-out. According to BofA Global Research analyst Vivek Arya, the server CPU total ...
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