KeyBanc says Intel and AMD could gain from surging server CPU demand, price hikes, and AI GPU growth—plus Intel 18A/14A wins.

TAIPEI -- Worsening supply constraints in central processing units made by Intel and AMD are adding fresh pain for PC and server makers already hammered by an unprecedented memory chip shortage, ...

GTC Intel and AMD take notice. At GTC on Monday, Nvidia unveiled its latest liquid-cooled rack systems. But unlike its NVL72 racks, this one isn't powered by GPUs or even Groq LPUs, but rather 256 of ...

Nvidia (NVDA) kicked off its GTC event in San Jose, Calif., on Monday, debuting a number of chips and platforms ranging from its all-new Nvidia Groq 3 language processing unit (LPU) to its massive ...

Two zero-day flaws in the form of a denial of service (DoS) issue in .NET and an elevation of privilege (EoP) issue in SQL Server top the agenda for security teams in Microsoft’s latest monthly Patch ...

Artificial intelligence (AI) infrastructure is evolving faster than traditional server hardware cycles can accommodate. As AI workloads expand in scale and data intensity, memory architecture has ...

AMD is being yanked towards server CPUs by customers who suddenly realised AI boxes need more than GPUs. AMD chief executive Lisa Su is seeing ‘unexpected’ volume for EPYC-class server CPUs, with ...

Intel shares have already soared more than 30% this year. That's partially due to server chip shortages. Intel's server central processing unit (CPU) capacity is already nearly sold out for 2026, and ...

Some users encounter performance issues on their computers. Upon investigation, they find that the Windows Camera Frame Server is consuming excessive system resources. If the Windows Camera Frame ...

If you’re licensing your virtual SQL Servers by core, you may be missing out on a significant opportunity to reduce costs. By reviewing and potentially reducing the number of CPU cores allocated to ...

With the official release of Microsoft's latest database offering, let's see what was improved and what still needs some work. Today, at Ignite, Microsoft announced the general availability of SQL ...