AMD Doubles 2030 Server Market Forecast to $120B
AMD raised its 2030 server CPU market estimate from $60B to $120B, citing surging AI and inference workload demand acros…
🏷️ data center
40 articles about 'data center'
Lumentum Swings to $143M Profit on Surging AI Demand
Lumentum posted record Q3 FY2026 revenue of $808M, up 90% YoY, as AI infrastructure spending drives massive demand for o…
AMD's Lisa Su: Agentic AI Drives CPU-GPU Ratio Toward 1:1
AMD CEO Lisa Su says agentic AI workloads are reshaping server compute, pushing CPU demand alongside GPUs rather than re…
AMD Beats Q1 Estimates as Data Center Revenue Surges
AMD posts $10.25B in Q1 2026 revenue, up 37.8% YoY, as data center and CPU businesses accelerate ahead of its Helios AI …
AMD Profits Surge 95% as AI Data Center Boom Fuels Record Quarter
AMD reports $1.38 billion net profit in fiscal Q1 2026, with data center revenue jumping 57% to $5.78 billion on soaring…
AMD Issues Bullish Outlook as AI Chip Demand Surges
AMD forecasts Q2 revenue of $11.2 billion, beating analyst estimates by $700 million, signaling sustained AI infrastruct…
AMD MI400 GPU Targets 2x AI Training Speed
AMD's next-gen MI400 accelerator aims to double AI training throughput, intensifying competition with Nvidia's dominance…
AMD Unveils MI400 GPU Series for Enterprise AI
AMD announces its MI400 accelerator lineup, directly challenging Nvidia's dominance in enterprise AI training with compe…
NVIDIA Hits Record $35B Quarterly Revenue on AI Boom
NVIDIA posts unprecedented $35 billion in quarterly revenue as insatiable demand for AI chips continues to reshape the s…
NVIDIA Posts Record $52B Q2 Revenue on AI Boom
NVIDIA shatters Wall Street expectations with $52 billion in Q2 revenue, fueled by insatiable demand for AI accelerators…
NVIDIA Blackwell Ultra GPUs Deliver 3x Inference Boost
NVIDIA's next-gen Blackwell Ultra architecture triples inference performance for large AI models, reshaping data center …
U.S. Data Center Natural Gas Emissions Surpass Entire Nations' Annual Totals
Just 11 data center campuses in the U.S. are tied to new natural gas power projects expected to emit over 129 million me…