AMD continues its relentless march against Intel, capturing 33.6% of the desktop CPU market in Q3 2025. The company also grew its overall client x86 share to 25.4% and made gains in server and mobile segments. Intel’s lead continues to shrink despite still holding majority market share.
Nvidia’s earnings next Wednesday arrive at a critical moment for tech stocks. The AI chipmaker’s results could either revive the struggling AI trade or confirm investor fears about overvaluation. With Nvidia accounting for 8% of the S&P 500, the stakes couldn’t be higher.
ASUS co-CEO Shubin Hu warns that rising DRAM prices fueled by AI server demand will increase PC costs for everyone. The memory shortage could extend through 2035, compounding existing GPU and component constraints across the industry.
Tachyum is making bold claims about its upcoming Prodigy processor, saying it delivers 21x higher AI performance than NVIDIA’s future Rubin Ultra. The problem? Both chips are still in simulation, and Tachyum has never shipped actual silicon before.
AMD’s next-generation Zen 6 architecture promises game-changing improvements for server processors. The EPYC Venice lineup will leverage TSMC’s 2nm process technology and deliver unprecedented core counts. These gains could reshape the competitive landscape in data centers and enterprise computing.
AMD has officially revealed its Zen 6 and Zen 7 CPU roadmap. Zen 6 arrives in 2026 using TSMC’s 2nm process, while Zen 7 adds dedicated AI engines for 2027. The company is doubling down on both performance and artificial intelligence capabilities.
Intel’s AI chief Sachin Katti has left the company to join OpenAI, dealing a major blow to Intel’s artificial intelligence ambitions. The departure comes just months after Katti was appointed to lead Intel’s AI strategy and roadmap. This raises serious questions about Intel’s ability to compete in t
NVIDIA CEO Jensen Huang declared “without TSMC, there would be no NVIDIA today” during his visit to the chipmaker’s Sports Day. This marks Huang’s fourth Taiwan trip this year as NVIDIA seeks additional Blackwell chip wafers and prepares to consume 30% of TSMC’s 3nm production capacity.
TSMC’s 3nm technology has entered its golden period of mass production, accounting for nearly a quarter of the company’s revenue. NVIDIA has emerged as the biggest driver, adding 35,000 wafers monthly as Apple prepares its 2nm transition.
Intel’s VP of data center AI product management has left the company after less than two years to join rival AMD. This marks the latest in a series of senior executive departures from Intel’s AI and data center divisions under CEO Lip-Bu Tan’s leadership.
