Nvidia is poised to outperform AMD due to underappreciated CPU capabilities and favorable valuation metrics. Read more on ...

I am downgrading Advanced Micro Devices, Inc. to a Sell due to a deteriorating margin of safety and suboptimal risk-reward after a sharp rally. AMD's recent outperformance is driven by strong Data ...

Intel's new Arc G-Series processors aim to rival AMD Ryzen Z-series handheld gaming chips with support for ray tracing and ...

Early benchmark testing of NVIDIA’s upcoming “Vera” server processor suggests the company’s next-generation Arm-based CPU platform may become a serious competitor to both Intel Xeon and AMD EPYC in ...

Highly anticipated: Primarily known for its GPUs and more recently AI infrastructure, Nvidia is set to enter the mainstream CPU market with its Arm-based Vera platform later this year. The company ...

TL;DR: NVIDIA's Vera CPU, designed for agentic AI workloads, is expected to generate $20 billion in revenue this fiscal year, surpassing Intel and AMD's data center earnings. Analysts predict Vera ...

A new report from GF Securities (via SeekingAlpha) claims NVIDIA is gearing up to use its June 1st Computex keynote to pitch its upcoming Arm-based Vera CPU as an absolute x86 killer. The financial ...

Intel Arc G3 and Arc G3 Extreme are the first chips designed exclusively for gaming handhelds, announced May 28 ahead of ...

AMD’s rally continues as AI demand, cloud spending, and a major Taiwan expansion reinforce its position in the semiconductor ...

Steam Machine release date remains unannounced as Valve clears Vulkan 1.4 certification with an AMD Navi 33 GPU and Neptune ...

I recently covered how the market was waking up to Advanced Micro Devices’ (AMD) Agentic AI potential and how the company’s ...

Compare the performance, cost, and hardware of a custom DIY Steam Machine build against Valve's official console.