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Intel, NVIDIA and AMD

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Overview
Highlights
 · 1d
Nvidia pushes into Intel and AMD's turf with a 'multigenerational' Meta deal
Meta is deepening its ties to Nvidia in a move that could further pressure Intel and AMD, even as AI demand remains strong.

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 · 55m
Nvidia is moving in on Intel and AMD’s home turf
 · 1d
Why Nvidia’s deal with Meta is an ‘Intel killer,’ according to this analyst
 · 10h
Chip startup Taalas raises $169 million to help build AI chips to take on Nvidia
Toronto-based chip startup Taalas said on Thursday it had raised $169 million and said it has developed a chip capable of running artificial intelligence applications faster and more cheaply than conv...

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 · 1d
Breakfast News: Nvidia And Meta Ink Huge AI Deal
 · 1d
Stock Market Today, Feb. 18: Nvidia Rallies As Meta Deal Boosts AI Confidence
 · 1d
Nvidia: The Market Wants Proof, Meta Just Gave It
On more positive news, the stock is up over 2.3% on Wednesday after the company announced a multi-year partnership with Meta for AI infrastructure.

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 · 1d
Nvidia’s Deal With Meta Signals a New Era in Computing Power
 · 1d
Nvidia Wins Meta Deal. Its Gain Is Broadcom’s Loss.
Investor's Business Daily on MSN
6d

AMD taking PC, server market share from Intel

AMD continues to grab market share from Intel in PC and server processors, a Wall Street analyst says. AMD stock rose Friday.
Seeking Alpha
9mon

Arm, AMD in focus as Q1 CPU data shows share gains for pair: Evercore

Arm Holdings (NASDAQ:ARM) and AMD (NASDAQ:AMD) were in focus on Thursday as recent industry data showed the pair increased their CPU market share in the first-quarter, Evercore ISI said. “We view the market share report and recent news items particularly ...
6don MSN

AMD climbs in desktop and server CPUs while Intel battles supply squeeze

Q4 figures reveal shifting market share across PCs and cloud infrastructure Intel continues to lose market share to rival AMD across server, desktop, and mobile processors, and this has been noticeable in PCs thanks to supply constraints on Chipzilla's processors.
Forbes
1y

AMD And Intel Unite Against Existential Threat Of Arm

Forbes contributors publish independent expert analyses and insights. Chief Analyst & CEO, NAND Research. It takes a significant market disruption to bring fierce competitors like Intel and AMD together to promote a common cause, yet that's precisely what ...
The Next Platform
6mon

AMD Says EPYC Is A More Universal Hybrid Cloud Substrate Than Arm

SPONSORED FEATURE The hyperscalers and big cloud builders have their own technical and political reasons for designing proprietary Arm server chips and having them built by Taiwan Semiconductor Manufacturing Co. But that does not necessarily mean that ...
7d

Intel’s tough decision boosted AMD to record highs

Intel had a choice: prioritize server shipments or desktop PC processors, after manufacturing issues caused shortages. Intel chose the former, and AMD's Ryzen sales benefited.
Tech Times
1d

ARM vs x86 Processors in 2026: A Deep Dive into Chip Performance and Processor Architecture

Explore the 2026 ARM vs x86 battle—comparing processor architecture, CPU performance, and energy efficiency to reveal which chip design leads modern computing innovation.
6d

Processors: AMD is taking market share from Intel on all fronts

The end of 2025 could hardly have been better for AMD. All units achieved records. In x86 servers, the revenue share is growing to over 41 percent.
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