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AMD EPYC Captures Record 46.2 Percent of Server CPU Revenue as Data Center Business Surpasses Intel
Mercury Research data show AMD's EPYC processors claimed a record 46.2 percent of x86 server CPU revenue in Q1 2026, as AMD's data center segment hit $5.8 billion and overtook Intel's comparable unit.
Cerebras Prices IPO at $185, Pops 68% on Nasdaq Debut and Closes With a $5.55 Billion Raise and a $106.75 Billion Fully Diluted Valuation
AI chipmaker Cerebras priced its IPO $25 above the upgraded range on May 13, opened at $350 on Nasdaq the next morning, and closed its first session at $311.07 before slipping roughly 10% on Friday.
AMD and Intel Jointly Publish ACE, the First Matrix-Acceleration Standard for x86 Under the Ecosystem Advisory Group
AMD and Intel released the AI Compute Extensions specification, marking the x86 Ecosystem Advisory Group's first joint matrix-multiplication standard since the rivals formed the consortium in October 2024 to fend off Arm.
Meta Signs Multibillion-Dollar Deal for Tens of Millions of AWS Graviton5 Cores as Agentic AI Reshapes the CPU Market
Meta will deploy tens of millions of AWS Graviton cores to power CPU-intensive agentic AI workloads in a multiyear, multibillion-dollar partnership that AWS describes as one of its largest Graviton commitments to date and that extends Meta's push to diversify beyond Nvidia.
Intel Foundry Demonstrates World's Thinnest GaN Chiplet at 19 Micrometers, Merging Power and Logic on a Single Die
Intel combines gallium nitride power transistors with silicon digital logic on an ultra-thin 19-micrometer chiplet harvested from 300mm wafers, targeting AI data center power delivery and 5G/6G infrastructure.
Intel Demonstrates Heracles, a Purpose-Built Chip That Accelerates Encrypted Computing Up to 5,000 Times Over Standard CPUs
Intel's Heracles processor, developed under DARPA's DPRIVE program, performs computations on fully encrypted data without decryption, achieving speedups of 1,074 to 5,547 times over a 24-core Xeon.
TSMC Begins Mass Production of COUPE Silicon Photonics Platform as AI Data Centers Shift from Copper to Light
TSMC's Compact Universal Photonic Engine enters volume production in 2026, with NVIDIA's Spectrum-X Photonics switches and AMD's new $280 million R&D hub positioning optical interconnects as the successor to copper wiring in AI infrastructure.
Intel Arrow Lake Refresh Launches at $199 With More Cores and Faster Memory, Reclaiming Price-Performance Ground From AMD
Intel's Core Ultra 7 270K Plus and Core Ultra 5 250K Plus ship with additional efficiency cores, native DDR5-7200 support, and aggressive pricing that undercuts their predecessors by up to $100, though AMD's X3D chips retain the gaming crown.
Global Semiconductor Sales Hit $88.8 Billion in February as Industry Tracks Toward First Trillion-Dollar Year
The Semiconductor Industry Association reported February 2026 sales of $88.8 billion, a 61.8 percent year-over-year surge driven by AI infrastructure spending, as the chip market remains on pace to cross $1 trillion in annual revenue for the first time.
Samsung-Backed AI Chip Startup Rebellions Raises $400 Million in Pre-IPO Round at $2.3 Billion Valuation
South Korean fabless chip designer Rebellions has closed a $400 million pre-IPO round led by Mirae Asset and the Korea National Growth Fund, bringing total funding to $850 million as the company launches rack-scale inference platforms and prepares for a public listing.
Intel and AMD Raise CPU Prices Up to 15 Percent as AI-Driven Shortage Stretches Lead Times to Six Months
Both x86 chipmakers have notified OEMs of 10-15% price increases effective March-April, as AI data center demand consumes manufacturing capacity and pushes delivery times from weeks to months.
Nvidia Invests $2 Billion in Marvell to Bring Custom AI Chips Into Its NVLink Fusion Ecosystem
Nvidia takes a $2 billion stake in Marvell Technology, integrating one of the semiconductor industry's top custom ASIC designers into its NVLink Fusion interconnect platform.