Arm Holdings claims that it can substantially reduce the cost of deploying server CPUs in AI data centers.

UBS said first quarter server CPU shipments of Arm (ARM) and Advanced Micro Devices (AMD) outgrew and continued to gain at ...

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 ...

AMD and ARM continued to gain ground in the server chip market at Intel’s expense in the first quarter of 2026, according to ...

AMD reached a record 46.2% of x86 server CPU revenue share in Q1 2026. According to Mercury Research data, the report showed ...

AMD's data center sector brought in $5.8 billion this quarter, and a new report suggests that AMD EPYC CPUs were the likely ...

Shares of Arm Holdings ( ARM +11.95%) were soaring today as the semiconductor stock known for its power-efficient CPU ...

AMD’s first quarter results were marked by significant growth in its data center segment and broad-based demand across all ...

Arm Holdings (NASDAQ:ARM), or Advanced Micro Devices (NASDAQ:AMD)? The leaderboard just got reshuffled this morning. Intel stock gapped up +24.89% at the open after a blowout Q1 report, vaulting the ...

Advanced Micro Devices, Inc. stock has doubled since May; Q1 beat low bars, but risks remain. Click for this AMD earnings ...

TL;DR: AMD's new Sound Wave APU is an Arm-based chip that will feature 2 x P-Cores and 4 x E-Cores, RDNA 3.5, MALL cache, to compete with Qualcomm and Intel in 2026 for the Windows on Arm battle.

Investment bank UBS reckons agentic AI will send CPU demand soaring, with Arm and AMD best placed to grab the spoils. UBS analysts believe the growth of agentic AI software will drive strong demand ...