Investing.com -- HSBC upgraded Arm Holdings ADR (NASDAQ:ARM) to Buy from Reduce, arguing the chip designer’s shift toward artificial intelligence-driven server processors is not fully reflected in its ...

Nvidia (NVDA) kicked off its GTC event in San Jose, Calif., on Monday, debuting a number of chips and platforms ranging from its all-new Nvidia Groq 3 language processing unit (LPU) to its massive ...

Pro "The entire stack is being changed" - Nvidia CEO Jensen Huang looks ahead to the next generation of AI Pro Nvidia CEO Jensen Huang says we don’t need to fear AI Pro The new Nvidia age has begun — ...

Artificial intelligence (AI) infrastructure is evolving faster than traditional server hardware cycles can accommodate. As AI workloads expand in scale and data intensity, memory architecture has ...

AMD is being yanked towards server CPUs by customers who suddenly realised AI boxes need more than GPUs. AMD chief executive Lisa Su is seeing ‘unexpected’ volume for EPYC-class server CPUs, with ...

Bungie will host a “Server Slam” open preview weekend for Marathon from February 26 to March 2, the developer announced. It will be available across all platforms with cross-play and cross-save.

Taiwan's server supply chain is entering what suppliers expect to be its strongest first quarter on record. ODMs, including Quanta, Wistron, Inventec, Wiwynn, Foxconn, and MiTAC, reported high ...

Intel Corp. (NASDAQ: INTC) and Advanced Micro Devices Inc. (NASDAQ: AMD) are facing tightening server CPU supplies in China as booming AI infrastructure demand strains the global chip pipeline. The ...

Server demand is stretching lead times, and gaming rigs are set to take the hit. The broader tech supply chain is under serious pressure thanks to the infrastructure buildout, and shortages in DRAM, ...

Intel warns of delivery lead times of up to six months for some CPUs, sources say Intel server products in China now cost '10% more generally', source says Delivery lead times for some AMD products ...

Arm Holdings plc (NASDAQ:ARM) is one of the AI Stocks Analysts Are Watching. On January 21, Susquehanna analyst Christopher Rolland upgraded the stock from Neutral to “Positive” and maintained a price ...

Forbes contributors publish independent expert analyses and insights. Peter Cohan, a Boston-based senior contributor, covers stocks. Intel's stock plummeted 17% after a "stunningly bad strategic ...