AMD is being yanked towards server CPUs by customers who suddenly realised AI boxes need more than GPUs. AMD chief executive Lisa Su is seeing ‘unexpected’ volume for EPYC-class server CPUs, with ...

Micron Technology ( MU) has started shipping customer samples of the 256GB SOCAMM2, which it claims is the highest-capacity LPDRAM module. The module uses what Micron says is the industry’s first ...

Near-term execution risks are rising as memory cost inflation limits CCG visibility, while acute Xeon supply constraints also limit Intel's ability to capitalize on renewed server CPU demand. This is ...

Micron squeezes 64 32GB LPDDR5x chips into one module ...

News highlights: 1/3 the power consumption and 1/3 smaller footprint versus standard RDIMMs — enabled by the industry's first monolithic 32Gb ...

The company is benefitting from customers who are looking for “ecosystem automation” rather than single applications, co-CEO Mike Sicilia said.

News highlights: 1/3 the power consumption and 1/3 smaller footprint versus standard RDIMMs enabled by the industry's first monolithic 32Gb LPDDR5X die2.3 times faster time to first token for long-con ...

Nvidia (NVDA) has sealed an expanded, multiyear data center agreement with Meta (META) that will see the chipmaker supply the social media giant with millions of its Blackwell and Rubin GPUs. And ...

Big Red's 400MW of data center stand-up is around the same as the previous quarter, but less than Microsoft’s 1GW. The company has secured 10GW of power for its data center pipeline over the next ...

AMD’s CEO Lisa Su has said the company is experiencing server demand that has “far exceeded” expectations. Speaking during the Morgan Stanley Technology, Media & Telecom Conference earlier this week, ...

VMware and Nutanix leaders on memory and CPU shortage impacts on software business, VCF 9, Nutanix’s AMD partnership, public ...

Zinsner said the server CPU market is expected to grow meaningfully in 2026, with demand for servers remaining strong across ...