Intel's stock is back to near-record highs as AI boom moves beyond GPUs
The company says agentic AI is shifting more compute toward CPUs, packaging, and heterogeneous systems
An AI agent just designed a complete RISC-V CPU from scratch in 12 hours
More bad news for human engineers and white-collar workers
CPU prices jump 20% since March as Intel and AMD eye further increases
Blame AI demand and production bottleneck
AMD Ryzen 9 9950X3D2 Review: Twice the 3D V-Cache
AMD finally delivers dual 3D V-Cache on Zen 5 with the 9950X3D2, but does twice the cache translate into real gains? We test performance, power, and value to see if this flagship makes sense.
Flagship Rematch: Ryzen 7 5800X3D vs. Core i9-12900K
Four years on, we revisit the Ryzen 7 5800X3D vs Core i9-12900K with modern games and DDR4 vs DDR5 configs. The result: still neck and neck, but memory choice now makes a real difference.
AMD may relaunch Ryzen 7 5800X3D for AM4's 10th anniversary
DDR5 shortages and rising prices are pushing gamers back to AMD's older platform
AI infrastructure boom pushes AMD, Intel and Arm to new valuation heights
Nvidia still dominates, but AI demand is lifting the rest of the chip market
Bottom line: Demand for AI infrastructure has been reshaping how investors value chipmakers, and recent results from key suppliers have strengthened the view that compute-intensive workloads will continue to grow. The effect has been evident with CPU vendors as of late. AMD's stock traded at $278 on Thursday, putting its market value at about $454 billion. Intel's rally from early March pushed the stock toward $68 and lifted its market cap to just under $340 billion. Arm's shares, meanwhile, traded close to $165, valuing the company at roughly $174 billion.
Intel brings 18A process to budget laptops with new Core Series 3 CPUs
Entry-level chips promise big jump over 5-year-old machines and earlier low-power Core chips
How Intel Got Into Trouble: We Test the Last Decade of Intel Flagship CPUs
From Kaby Lake to Core Ultra, we revisit Intel's flagship CPUs to see how a decade of design choices shaped performance, power, and ultimately, how the company lost its lead.
Intel Nova Lake-S is coming after Ryzen APUs with a 16-core iGPU for gamers on a budget
Are the days of cheap discrete graphics cards numbered?
This 3D-printed 15-fan side panel drops CPU temps by 20 degrees
The custom Superdome swaps tempered glass for 15 Noctua fans
We Tested Every Ryzen 5 and 7 X3D CPU: From 5800X3D to 9800X3D
Nine X3D CPUs, two platforms, and 14 games tested. We compare every Ryzen 5 and 7 X3D processor to find out how much performance has improved since the 5800X3D and where it actually matters.
Nvidia's mythical N1 SoC surfaces on a real motherboard, and it's packing 128GB of LPDDR5X
In context: Arm-based laptops typically lag in the GPU department – after all, unlike x86, the platform isn't known for its gaming performance. But that may soon change. Nvidia has been working with MediaTek on an Arm-based SoC featuring a GPU that could rival the RTX 5070. The chip, reportedly called the N1, is impressive given that it integrates the CPU and GPU into a single package.
Intel tops $300 billion market cap for the first time since the dot-com boom
Intel hopes this turnaround will not end in another catastrophic crash
AMD confirms Ryzen 9 9950X3D2 priced at $899
AMD's first dual-cache X3D chip carries a hefty price
AMD Ryzen 5 5500X3D Review: AM4 Keeps on Giving
AMD's Ryzen 5 5500X3D extends AM4's life once again, but is it worth it? We tested 14 games to see how this cut-down 3D V-Cache chip stacks up against Zen 3, older Ryzen parts, and newer CPUs.
Intel Nova Lake doubles down on Xe3 graphics instead of jumping to Xe4
Most chips stick to Xe3, with Xe3P for high-end models and a growing focus on AI workloads
Intel isn't done with Raptor Lake, will keep 14th-gen chips in production
Dual support for DDR4 and DDR5 memory keeps the aging platform competitive
Intel's next laptop chips could bring 28-core CPUs built for discrete GPUs
High-end Nova Lake-HX with more cores and PCIe 5.0 for gaming laptops
Memory spiked first, CPUs followed, now PCBs could be the next victim of the AI boom
In a nutshell: The ongoing AI boom has already inflated the cost of memory, storage, and processors, with effects spilling over to electronics incorporating those components. The impact of AI data center expansion is not expected to subside anytime soon, and to make matters worse, the conflict between the US and Iran threatens to worsen supply chain disruptions while creating new ones.
Price spike hits Intel Core Ultra 7 270K Plus a week after launch, but value proposition remains
You can no longer buy the new Arrow Lake Refresh chips at MSRP
AMD's Ryzen 9 9950X3D2 arrives as Intel scraps Core Ultra 9 290K Plus
Dual-chiplet 3D V-Cache design pushes 208MB cache as competition tightens in high-end CPUs
Intel Core Ultra 7 270K Plus Review: AMD Needs to Respond
Intel's Core Ultra 7 270K Plus pushes beyond the 250K Plus with more cores and cache for $300. It costs more, but could be a strong value for high-end productivity workloads.
It's not just memory anymore: AI data centers are taking all the CPUs, too
Expect prices to increase further this year
Ripple effect: Ongoing AI datacenter construction has created shortages of DRAM and NAND that manufacturers say will impact prices for years, but memory isn't the only component that datacenters require. Recent reports indicate that manufacturers are also facing shortages of CPUs that might further increase prices.
Arm just changed the rules, building its first-ever CPU and betting big on agentic AI
The AI boom made GPUs king. Arm thinks CPUs are next