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Intel earnings confirm CPU demand is outpacing supply, but does the company really have an edge?

Intel (INTC) stock was up nearly 30% after reporting strong Q1 performance. It has gained 4x since the day Donald Trump met ...

Which CPU Company Has Dominated 2026: Intel, AMD, or ARM Holdings?

Arm Holdings (NASDAQ:ARM), or Advanced Micro Devices (NASDAQ:AMD)? The leaderboard just got reshuffled this morning. Intel ...

How Intel is riding the ‘CPU comeback’ as AI shifts - and where China stands

What’s behind the ‘CPU renaissance’ and where China stands in designing and manufacturing central processing units in the AI ...

Intel's new gaming CPU specs have leaked again, and it's set to be the king of cache

With up to 288MB of L3 cache, compared to just 96MB in the AMD Ryzen 7 9850X3D, the new Intel Core Ultra 400 lineup is finally shaping up.
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Intel stock surges on AI demand despite CPU delay

Intel shares hit record highs after a strong Q1 earnings beat driven by surging AI-related CPU demand, but its flagship Diamond Rapids server chips are delayed to mid-2027. The company is ...
TweakTown

CPU shortage is reportedly 'more acute' than memory, as the industry banks on Intel 18A

Industry insiders report that CPU shortages are expected to ease up after Intel's 18A process node ramps up production and ...

Intel’s CPU supply is recovering just in time for the agentic AI wave

Intel told analysts its CPU shortage is improving, with agentic AI's growing emphasis on CPUs adding to near-term demand.

CPU requirements for AI workloads are multiplying, driving intensifying shortages and price hikes — Intel already shifting production from consumer chips to Xeon as …

As workloads continue migrating towards inference and agentic AI, CPU-GPU ratios could converge to 1:1 or even tilt further ...