AMD: The Market Is Pricing The GPU Story - I'm Buying The CPU Story

AMD's AI GPU position is strengthened by hyperscaler diversification needs, with multi-year, multi-gigawatt deals from Meta ...
CRN

AMD Notes ‘Sharp’ Sales Jump For CPUs And Instinct GPUs As OpenAI Ties Deepen

‘Our data center AI, server, and PC businesses are each entering periods of strong growth, led by an expanding [total addressable market], accelerating adoption of our Instinct platforms and EPYC and ...
NBC Chicago

AMD Sales Jump 71%, Shrugging Off Concerns About PC Slowdown

AMD reported first-quarter earnings after the bell on Tuesday, beating analyst estimates for earnings and revenue, sending the stock up as much as 8% in extended trading. AMD said it expected $6.5 ...
eTeknix

Intel’s Market Share Falls Below 5% as AMD Dominates CPU Sales

According to the latest sales data from the popular German retailer Mindfactory, Intel’s revenue share has fallen below 5% for the first time, now sitting at a worrying 4.95%. This marks a sharp drop ...