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TrendForce: Meta AI Agent Muse Drives CPU Demand, Extending Lead Times to 25-30 Weeks
According to the latest report from TrendForce, Meta's AI agent Muse is pushing CPUs from a supporting role to center stage in the AI narrative. The report indicates that CPU lead times have extended
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Jim Cramer: AMD's Strong Rally Not Over Yet, Expects Agency AI to Drive CPU Demand
CNBC host Jim Cramer stated on Monday that under CEO Lisa Su's leadership, Advanced Micro Devices' (AMD) strong rally is far from over, and the rise of agentic AI will bring new significant growth opp
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Intel CEO Pat Gelsinger: AI Era CPU Demand Far Exceeds Supply, Currently Meeting Only About 50% of Demand from Frontier Customers
Intel CEO Pat Gelsinger recently stated at an industry summit that with the rapid expansion of AI agents, CPU demand has far exceeded Intel's current supply capacity, and the company can currently onl
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NVIDIA projects its CPU sales to more than double by fiscal year 2028, challenging AMD and Intel.
NVIDIA CFO Colette Kress stated that the company expects CPU sales to reach $20 billion in fiscal year 2027 and anticipates this figure to more than double in fiscal year 2028. This forecast poses a c
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Arm CEO doubles AGI CPU demand pipeline to over $2 billion for FY2027-2028, up from $1 billion previously
Arm Holdings CEO Rene Haas announced on the fiscal Q1 2027 earnings call that the customer demand pipeline for its Arm AGI CPU has doubled to more than $2 billion for fiscal years 2027 and 2028, an in
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NVIDIA CEO Jensen Huang will update the trillion-dollar GPU business outlook on August 26, and expects CPU revenue to reach $20 billion this year, with a potential market of $200 billion.
NVIDIA CEO Jensen Huang will provide an update on his previously projected $1 trillion GPU (graphics processing unit) business opportunity after the company's Q2 FY2027 earnings release on August 26,
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Bernstein Analysts: Central Processing Units Could Be New Growth Driver for TSMC
Analysts noted that the central processing unit market is set for faster growth with the takeoff of agentic AI earlier this year.
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Sands Capital Technology Innovators Fund Adds Intel (INTC) to Portfolio, Citing Growing CPU Demand from AI Inference Workloads
In its Q2 2026 investor letter, Sands Capital Technology Innovators Fund highlighted Intel Corporation (INTC) as a new holding. The fund believes that as AI workloads evolve towards inference, agentic
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Sands Capital Q2 2026 Investor Letter: New AMD Position, Expects AI Shift to Inference to Drive CPU Demand
Investment management firm Sands Capital disclosed in its Q2 2026 investor letter that it has added Advanced Micro Devices, Inc. (AMD) as a new holding. The firm believes that as AI workloads evolve t
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Intel Raises Prices on Some PC and Server CPUs; Recommended Price for the Xeon 6980P Rises to $13,955
Svmuu News: Intel adjusted the prices of its PC and server processors on the 3rd. Prices for the Core Ultra 200S Plus and Xeon 6 processors, released in late March, were raised, while prices for the C
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ByteDance’s in-house next-generation CPU is set to be designed by early next year, with mass production and deployment scheduled for the second half of 2027.
Svmuu News: According to three sources familiar with the matter, ByteDance has established a clear timeline for its in-house next-generation server CPU project. The overall design is set to be complet
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TrendForce: Meta AI Agent Muse Drives CPU Demand, Extending Lead Times to 25-30 Weeks
According to the latest report from TrendForce, Meta's AI agent Muse is pushing CPUs from a supporting role to center stage in the AI narrative. The report indicates that CPU lead times have extended
-
Jim Cramer: AMD's Strong Rally Not Over Yet, Expects Agency AI to Drive CPU Demand
CNBC host Jim Cramer stated on Monday that under CEO Lisa Su's leadership, Advanced Micro Devices' (AMD) strong rally is far from over, and the rise of agentic AI will bring new significant growth opp
-
Intel CEO Pat Gelsinger: AI Era CPU Demand Far Exceeds Supply, Currently Meeting Only About 50% of Demand from Frontier Customers
Intel CEO Pat Gelsinger recently stated at an industry summit that with the rapid expansion of AI agents, CPU demand has far exceeded Intel's current supply capacity, and the company can currently onl
-
NVIDIA projects its CPU sales to more than double by fiscal year 2028, challenging AMD and Intel.
NVIDIA CFO Colette Kress stated that the company expects CPU sales to reach $20 billion in fiscal year 2027 and anticipates this figure to more than double in fiscal year 2028. This forecast poses a c
-
Arm CEO doubles AGI CPU demand pipeline to over $2 billion for FY2027-2028, up from $1 billion previously
Arm Holdings CEO Rene Haas announced on the fiscal Q1 2027 earnings call that the customer demand pipeline for its Arm AGI CPU has doubled to more than $2 billion for fiscal years 2027 and 2028, an in
-
NVIDIA CEO Jensen Huang will update the trillion-dollar GPU business outlook on August 26, and expects CPU revenue to reach $20 billion this year, with a potential market of $200 billion.
NVIDIA CEO Jensen Huang will provide an update on his previously projected $1 trillion GPU (graphics processing unit) business opportunity after the company's Q2 FY2027 earnings release on August 26,
-
Bernstein Analysts: Central Processing Units Could Be New Growth Driver for TSMC
Analysts noted that the central processing unit market is set for faster growth with the takeoff of agentic AI earlier this year.
-
Sands Capital Technology Innovators Fund Adds Intel (INTC) to Portfolio, Citing Growing CPU Demand from AI Inference Workloads
In its Q2 2026 investor letter, Sands Capital Technology Innovators Fund highlighted Intel Corporation (INTC) as a new holding. The fund believes that as AI workloads evolve towards inference, agentic
-
Sands Capital Q2 2026 Investor Letter: New AMD Position, Expects AI Shift to Inference to Drive CPU Demand
Investment management firm Sands Capital disclosed in its Q2 2026 investor letter that it has added Advanced Micro Devices, Inc. (AMD) as a new holding. The firm believes that as AI workloads evolve t
-
Intel Raises Prices on Some PC and Server CPUs; Recommended Price for the Xeon 6980P Rises to $13,955
Svmuu News: Intel adjusted the prices of its PC and server processors on the 3rd. Prices for the Core Ultra 200S Plus and Xeon 6 processors, released in late March, were raised, while prices for the C
-
ByteDance’s in-house next-generation CPU is set to be designed by early next year, with mass production and deployment scheduled for the second half of 2027.
Svmuu News: According to three sources familiar with the matter, ByteDance has established a clear timeline for its in-house next-generation server CPU project. The overall design is set to be complet
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CPU
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