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CPU
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4 days ago
Nvidia released new information about its data center CPU, called Vera, that prospective customers need to fully evaluate the chip.
17 days ago
We're exiting our position in an AI chipmaker to lock in big gains ⊕
The sale will help us reduce overlapping exposure to the CPU renaissance.
31 days ago
Qualcomm announces AI data center CPU, signs Meta as first major customer ○
Qualcomm's primary business has been smartphones, which accounted for two-thirds of the company's product revenue in it's most recent quarter.
These chip stocks are surging due to sky-high CPU demand. UBS sees more gains ahead ⊕⊕
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Advanced Micro Devices and ARM Holdings could see their shares appreciate further as hyperscalers order more CPUs to power their AI models, according to UBS.
63 days ago
Nvidia says its forecast for $200 billion CPU market includes China ○
Nvidia's latest forecast signals it still sees significant long-term demand for central processing units.
78 days ago
Wall Street sees 'changing of the guard in AI' as Intel, AMD shares soar while Nvidia lags ○
Intel, AMD and Micron surged double digits this week as investors bet on CPU makers and memory companies powering the next stage of AI
79 days ago
Jim Cramer's top 10 things to watch in the stock market Thursday ○
Arm shares dropped despite strong CPU demand. And why you shouldn't write off Kraft Heinz.
80 days ago
Arm's quarter shows how it's carving a lucrative path in the crowded CPU resurgence ○
This central processing unit renaissance was confirmed when Intel reported earnings two weeks ago. AMD and now Arm told similar stories.
4 months ago
Arm just unveiled its first in-house chip. Raymond James says buy the stock ⊕
Arm shares rose 13% in premarket trading following the company's announcement that it would jump into the CPU fray.
Arm releases first in-house chip, with Meta as debut customer ⊕
Arm is making its first CPU, pivoting from only licensing its architecture to giants like Apple, Nvidia, Amazon and Google. CNBC got an exclusive first look.