KeyBanc says Intel and AMD could gain from surging server CPU demand, price hikes, and AI GPU growth—plus Intel 18A/14A wins.
XDA Developers on MSN
I set up a home server for the first time and these 5 apps changed everything
These made my home server actually worth setting up ...
Black Desert Mobile now runs natively on PC without emulators. Remastered brings 120 FPS, upgraded graphics and a fresh ...
Intel has confirmed CPU price increases of 10–15% for OEMs as AI data center demand stretches lead times to months, with AMD ...
Taiwan inductor maker Tai-Tech has begun mass production at its Malaysia plant, targeting customers shifting supply chains away from China. The facility has secured a qualification from a US ...
Market data from analyst IDC has shown that SuperMicro has leapfrogged established server makers Lenovo and HPE as the second-largest PC server maker behind Dell. SuperMicro experienced growth of ...
Revenue hit $12.7 billion, crushing $10.42 billion estimate and up 123.4% year-over-year EPS of $0.69 beat consensus $0.49 by 40.8% in fiscal Q2 Q3 guidance projects at least $12.3 billion revenue ...
Isn’t it insane when machines don’t act like machines sometimes? This IT worker was left confused when a client’s computer started acting up. Check out the full story! Back in the day I used to ...
In the digital age, where every click, transaction, and stream of data flows through vast, unseen technological ecosystems, the integrity of those systems is paramount. This integrity is not born from ...
Super Micro shares have plunged almost 40% over the past three months. Investor concerns included dropping margins as well as a potential slowdown in AI infrastructure spending. Fears of the latter ...
Super Micro Computer is my top investment play for 2026, driven by AI-led server demand and undervalued at a 10x forward P/E. SMCI's growth is fueled by strong AI infrastructure spending, especially ...
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