server cpus

Intel and AMD are being pulled into a new supply squeeze in mid-2026 as agentic AI workloads increase demand for server CPUs, turning what looked like a GPU-and-memory boom into a broader data-center compute shortage. The important shift is not that CPUs have suddenly become fashionable again...

Qualcomm used its June 24, 2026 Investor Day in New York to announce a full data center push built around Dragonfly server CPUs, AI accelerators, High Bandwidth Compute, a Meta server deal, a Microsoft Azure architecture agreement, and a $3.9 billion plan to acquire Modular. The message was not...

NVIDIA’s AI computing dominance is being challenged in 2026 by a converging field of server CPU makers, custom ASIC builders, hyperscale cloud operators, and foundry challengers, as agentic AI shifts more work from pure GPU acceleration toward orchestration-heavy, power-sensitive...