All articles tagged with #server cpu
Nvidia forecasts about $20 billion in stand-alone server-CPU revenue this year and says its Vera CPU opens a $200 billion TAM for Arm-based server CPUs, signaling a potential shift in the data-center market that could challenge Intel and AMD as hyperscalers move AI workloads to Nvidia-powered architectures.
AMD beat Q1 expectations with revenue of $10.25B (+37.8% YoY), led by Data Center up 57% to $5.78B, 55% adjusted gross margin and $1.37 EPS. For Q2, AMD guided about $11.2B in revenue (±$300M) with gross margin around 56%. CEO Lisa Su highlighted a meaningful acceleration in server CPU demand, a view echoed by Jefferies’ Blayne Curtis who raised the TAM to $120B by 2030 and sees AMD gaining share with Venice in H2 2026 as AI tailwinds drive growth. MI450/Helios GPU ramps remain on track, and management signaled confidence in exceeding long-term AI data center CAGR of >80%. Curtis remains bullish with a Buy rating and a $415 target (current price surpasses). Street targets average around $431.74, suggesting limited upside despite the strong beat.
Intel’s stock surged 11.7% to its highest close since January 2022 ahead of its Q4 2025 results, with analysts forecasting eight cents a share on about $13.42 billion in revenue; investors are focused on guidance for the Panther Lake CPUs and potential external foundry clients, as robust server CPU demand and growing partner interest—potentially including Apple—support the company’s 18A manufacturing push despite ongoing quarterly losses in its foundry unit.
HSBC analyst Frank Lee upgrades Intel (INTC) to Hold from Reduce and lifts the price target to $50, arguing that traditional server demand should rebound and that AI-driven demand will boost server CPUs. Lee expects FY26 server shipments to rise 15%–20% YoY, with potential margin upside on Lunar Lake, and projects Q4 revenue around $13.3B and Q1’26 around $13.2B. The stock has surged about 116% over the last year, and the consensus remains a Hold with a price target (~$44.55) below the current share price, underscoring ongoing risks in its foundry business and growth drivers.