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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.

Raccontata datheverge.comcnbc.com

Confronto fonti

2 prospettive sulla stessa storia
AI · summaries
cnbc.comStai leggendo1 mesi fa

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.

originale
theverge.com1 mesi fa

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 industry group recently announced a new…

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Timeline cronologica

  1. mercoledì 6 maggio 2026·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…

  2. mercoledì 6 maggio 2026·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.

  • giovedì 7 maggio 2026·cnbc.com

    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.

  • giovedì 7 maggio 2026·cnbc.com

    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.

  • giovedì 7 maggio 2026·cnbc.com

    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.