ARM's latest AGI CPU was unveiled a few days ago, and CEO Rene Haas claimed the platform is ready to bite into x86's market share, but Intel isn't optimistic about the processor's success with agentic AI. …
… The AGI CPU is a great step by ARM and the company's manufacturing team, yet the current focus is on whether the firm can capture market share, and there are several caveats to doing so, especially when competing with players that have been in the industry for decades. …
… MSI is reportedly targeting 50–100% revenue growth in the server business over the next five years, and for the mainstream market, it's now planning to increase the prices by 15–30%. It's truly one of the worst years for the PC market, not just for customers, but for vendors as well. …
… Read all comments on NVIDIA’s “Dearest” Neocloud, CoreWeave, to Get Early Access to Next-Gen Vera CPUs in a New Deal as Jensen Hints at a Push to Dominate the CPU Market
… Amazon's CEO also throws shade at Intel and its CPU market share, saying that after the debut of the ARM-based Graviton chips, AWS's infrastructure is now dominated by them. …
… We went from a 95% market share to 0%, and so I can't imagine any policymaker thinking this is a good idea. …
… We are pleased to note that our HBM share is on track to grow again and be in line with our overall DRAM share in this calendar Q3, delivering on our target that we have discussed for several quarters now. …
… Speaking with Jodi Shelton , AMD's CEO Lisa Su did reveal that putting their trust in TSMC was "one of the major decisions" made under her leadership, and by the looks of it, this eventually turned out to be a huge win for AMD, in terms of gaining client and server market share. …
… Intel will definitely be an entity to watch at this year's CES, as the firm intends to regain its lost market share in the PC space through aggressive offerings. …
… Meanwhile, AMD is clawing away CPU share from Intel in all segments include servers, desktops, and notebook PCs . …