Analyst says Nvidia poised to capture two-thirds of the x86 server CPU market from Intel and AMD with expected $20 billion in revenue — 'Nvidia is already on track' to deliver 4…
…Client business revenue was $2.9 billion, up 26% year-over-year, primarily driven by strong demand for leadership AMD Ryzen processors and continued market share gains. Gaming business revenue was $720…
…third quarter of 2025, Intel's market share in the server market fell to a multi-year low of 72% while its server revenue share sat at an even lower 61%. Both…
…The server DRAM demand has been growing almost exponentially, and it's expected that the growth will be sharper next year. It's estimated that the server share will increase from 38…
AMD now controls 38.1% of all x86 CPU market value and 46.2% of all x86 server CPU revenue share
(WRITTEN BY A HUMAN THAT LIKES BULLET POINTS) Most people here have probably heard about Plex hiking the lifetime pass to 750USD, effective July 1. If you're still on the subscription and considering buying the lifetime …
# The Agentic Tidal Wave*To:* Executive Staff and Direct Reports *From:* Bill Gates *Date:* April 26, 2026Our vision for the last 20 years can be summarized in a succinct way. We saw that exponential improvements in clou…
Hi, Im Oscar. So I built Bacon cos like many of you ,I spend a lot of time staring at my terminal(s) waiting for claude code to finish.But first, shout out to Andrew McCalip (@andrewmccalip) who built kickbacks.ai. He ca…
To get an AI to do a task well, you need to give it the right context and the right task description. I've had a lot of struggles working in a large codebase getting AI to follow the existing patterns and architecture. S…
…With a proxy server, you have access to millions of IP addresses around the world, which also allows you to target localized data in specific markets. In our proxy server testing, Oxylabs…
…server-class infrastructure for denser compute, shared environments, and production-scale deployment. Corsair Pro is designed to support both. "We're introducing Corsair Pro to address a real shift in the market…
…AMD CEO Discusses CPU Market & Agentic AI's Impact On Server Compute. The AMD CEO started the conference call by describing the affect of AI on her firm's cloud computing business…
…when this was a share taking market, but now this is a TAM expansion run so dollar share will be the most interesting metric to track. For server CPU 👇 Shipment Performance: Total…
…Making matters worse, AMD has been able to take advantage of the situation & is expected to reach 50% server CPU market share soon. AMD, NVIDIA & MediaTek Also Intensifying Their CPU Production AMD…
…Meanwhile, shipments of H200 AI GPUs to China remain frozen, months after CEO Jensen Huang said Nvidia’s market share in the country had effectively fallen to zero . This August timeline runs…
