Supermicro announced the AMD Helios platform for high-performance AI training and inference, as well as a new Arm AGI CPU rack-scale infrastructure for enterprise agentic AI workloads.

Arm data center competition reached a turning point at Computex 2026 as Arm confirmed 50% of hyperscaler CPU compute, AMD became the first company to ship 2nm server CPUs with EPYC Venice, and Nvidia

Super Micro Computer (SMCI) announced on Tuesday that the company, in close collaboration with AMD, would showcase the next-generation AMD Helios rack-scale platform at Computex, a global AI exhibition in Taipei,

Intel and AMD stock dropped about 4.2% in Monday’s premarket. The development is widely viewed as a significant shift for the PC industry. The retail sentiment was ‘bearish’

The semiconductor stock is gaining market share in this rapidly growing segment of AI compute.

Nvidia ( NVDA) is taking aim at Intel ( INTC) and AMD ( AMD) with the debut of its RTX Spark superchip for Windows laptops. The processor, which includes a Blackwell GPU and Grace CPU, will power laptops from manufacturers including ASUS, Dell ( DELL ), HP ( HPQ ), and Microsoft ( MSFT) when it lands this fall.

Arm has confirmed ByteDance and Oracle as customers for its in-house AGI CPU, validating its shift from CPU-IP licensor to silicon vendor and adding hyperscaler-side pressure to Intel and AMD.

NVIDIA's new server CPU doesn't win outright in most tests, but it's running very close to AMD's EPYC, which is incredible for a first-generation custom server core from NVIDIA.

Late Sunday, Nvidia unveiled the RTX Spark—a chip that it described Spark as “the most efficient PC chip ever built,” designed for personal devices to run AI agents—programs that can act autonomously.