… Mercury’s first-quarter figures show AMD increasing its server revenue share by 6.8 percentage points year on year and by 4.9 percentage points quarter on quarter. The result puts AMD at a record 46.2 per cent of server revenue share. …
Agentic AI / Generative AI Achieving Single-Digit Microsecond Latency Inference for Capital Markets NVIDIA GH200 Grace Hopper Superchip sets record in STAC-ML benchmark Apr 02, 2026 By Nikolay Markovskiy and Martin Marciniszyn Mehringer Discuss 0 Discuss 0 L T F R E AI-Generated Summary Like Dislik… …
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. …
… And, there is a new market emerging for CPUs, driven by the specific computing needs of agentic AI, that will, within the next few years, come to dominate the installed base of servers even if it does not represent the lion’s shares of revenues as do AI training systems by virtue of those very expe… …
… More enhancements in vGPU 20 In addition to supporting NVIDIA RTX PRO 4500 Blackwell Server Edition, vGPU 20 introduces the following enhancements designed to accelerate modern applications and ensure consistent performance within virtualized environments: New NVIDIA AI Virtual Workstation vWS Tool… …
… The DRAM market is expanding on so many fronts, and Micron plays in all of them including datacenter-class LPDDR5 memory for AI servers like Nvidia’s “Grace” and “Vera” Arm server CPUs, DDR5 memory for high-end servers generally X86 machines but also including IBM Power and z CPUs and various Arm d… …
… The extra cash is being driven by general-purpose server products and switching IC products. The general-purpose products feed the server CPU market. …
… With inference and agent demand growing rapidly, AMD believes the server CPU market’s compound annual growth rate will exceed 35 per cent over the next few years. The company once estimated the CPU market would hit US$60 billion by 2030, but has now doubled that to US$120 billion. …
… 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. …