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Arm's quarter shows how it's carving a lucrative path in the crowded CPU resurgence
This central processing unit renaissance was confirmed when Intel reported earnings two weeks ago. AMD and now Arm told similar stories.
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theverge.com
AMD’s revenue jumps 38 percent from last year as Q1 data center sales hit $5.8 billion.
Data center sales are now “the primary driver of our revenue and earnings growth,” according to CEO Lisa Su. AI agents are increasing demands for CPUs, and AMD and Intel’s x86…
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cnbc.com
AMD gets a big upgrade from Goldman Sachs following a blowout earnings report
The investment bank upgraded the chipmaker name to buy from hold.
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Arm's quarter shows how it's carving a lucrative path in the crowded CPU resurgence
This central processing unit renaissance was confirmed when Intel reported earnings two weeks ago. AMD and now Arm told similar stories.
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This chip stock is tumbling. Bullish Evercore ISI thinks it will be worth $1 trillion one day
Demand for memory, storage and CPUs are bolstering chip makers thanks to the artificial intelligence buildout.
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Arm CEO looks to set the record straight after the stock's post-earnings tumble
Arm chief Rene Haas said he was "confident" the company would be able to secure additional supply of its new CPUs.