- Memory (DRAM) becomes central constraint as AI workloads require sustained 8GB+ allocations per agent session. - Micron ...

The data center CPU market looks set to explode.

Meta's Muse AI agent runs on AMD EPYC CPUs, helping push AMD past a $1 trillion market cap as Intel and Arm shares also ...

The rise of agentic AI is changing the rules of the game in data centers, where CPUs have taken on a key role alongside GPUs.

The figures in this article were confirmed as of October 10, 2026. Financial performance is based on filings with the U.S.

AMD EPYC Verano will use a permanently soldered BGA socket called Socket SB1, a major departure from AMD’s removable LGA ...

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Samsung HBM4 memory supply became foundry leverage over AMD after Nvidia locked up most of SK Hynix’s 2026 HBM4 output, ...

NVIDIA's Vera CPU continues to showcase its strong per-core performance in Agentic AI workloads as demoed by Daytona.

Yet the bigger story is not the stock price. It is the problem sitting underneath it. CEO Lisa Su took that problem to Asia, ...