Arm and Nvidia announced at the Supercomputing '25 conference that Arm had joined the NVLink Fusion ecosystem, marking a major advance for the technology, which is now supported by two major ...

Three months ago, GPUs were all the rage, and the idea that CPUs could challenge GPUs when it comes to AI budgets was unfathomable. The shift in this perception is evident not only in management ...

Nvidia will soon be releasing its own laptop CPUs that do away completely with AMD or Intel CPU technology, and instead rely on Arm-based CPU tech built right into Nvidia's own system-on-a-chip (SoC).

UBS says AMD and Arm benefit as agentic AI boosts standalone CPU racks; higher price targets and x86/ARM split signal ...

Artificial intelligence is reshaping the semiconductor industry in ways few investors anticipated just a few years ago. The ...

Qualcomm’s nascent push into PCs now has the sequel chip that will set the tone for what to expect from Windows-based machines going into 2026. This year, Qualcomm doesn’t have just one flagship CPU; ...

Nvidia is going after a lucrative market that's currently dominated by AMD and Intel.

AMD and Arm are both chasing the next wave of AI CPU demand, but one stock looks better positioned today.

Server CPUs — the processors that were all but written off two years ago — are now the component most likely to delay your organization's AI deployment, and three earnings reports released since late ...

This voice experience is generated by AI. Learn more. This voice experience is generated by AI. Learn more. Arm Holdings announced its first chip product, the Arm AGI CPU. The new data center ...

In a first for the longtime British chip design firm Arm, it's set to launch its very own silicon. The 136-core CPU is designed to power AI—because what isn't in 2026—and has already inked Meta as a ...