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Server Cpus

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AMD Unveils 256-Core EPYC Venice: Zen 6 Architecture Targets Nvidia Vera
technology14 days ago

AMD Unveils 256-Core EPYC Venice: Zen 6 Architecture Targets Nvidia Vera

AMD has detailed its next-generation EPYC 9006 'Venice' server CPUs, built on the Zen 6 architecture. The flagship 256-core chip features 1GB of L3 cache, 16 channels of DDR5 memory, and PCIe 6.0 support. AMD claims the new platform outperforms Nvidia's Vera CPU by 2.24x in throughput, though independent verification is pending. The lineup includes density-optimized, frequency-optimized, and HPC-specific variants, with enterprise SKUs arriving later in 2027.

via servethehome.com|
#amd-epyc-venice#data-center-hardware#nvidia-vera
Server CPUs fuel rally in chip shares as ARM/Intel jump 10%+
business18 days ago

Server CPUs fuel rally in chip shares as ARM/Intel jump 10%+

Chip stocks led by ARM and Intel surged over 10% as the Philadelphia Semiconductor Index rose about 4.3%, with AMD hitting a fresh all‑time high and topping $1 trillion in market value. Analysts credit AI inference and agent-based workloads for driving a cycle of higher server-CPU demand, tighter supply, and rising volumes and prices, signaling a longer‑term upturn in the CPU market.

via Moomoo|
#amd#arm#business
Intel's Premium Server Push Sparks 48% ASP Rise and Big Data Center Gain
technology2 months ago

Intel's Premium Server Push Sparks 48% ASP Rise and Big Data Center Gain

Intel’s Q2 2026 results show server CPU ASP up 48% year over year due to a higher mix of premium products and demand-based pricing, while data center revenue rose 59% to $6.3 billion as AI workloads drive demand; server volume grew 9% year over year but supply constraints kept product availability tight, with Granite Rapids demand described as extremely tight.

via Wccftech|
#ai-workloads#asps#data-center
AMD rides AI data-center demand to longest rally in nearly a year
markets8 months ago

AMD rides AI data-center demand to longest rally in nearly a year

Advanced Micro Devices extended its rally to seven straight sessions as investors grow upbeat about demand for its AI-focused server CPUs, buoyed by expectations of a Q4 revenue beat and higher guidance driven by Turin data-center CPUs. Analysts project strong server-CPU momentum, with potential 10%–15% upsell pricing and at least 50%/server growth this year, supported by hyperscalers locking in capacity. Bernstein also lifted estimates on server momentum, while OpenAI’s Helios collaboration reinforces the AI narrative, though GPU competition with Nvidia remains a consideration.

via MarketWatch|
#ai-data-centers#amd#artificial-intelligence
technology3 years ago

AMD's EPYC CPUs: More Cores, More Speed, More Competition.

AMD has announced the release of its high-density "Bergamo" server CPUs, based on the Zen 4c architecture, offering up to 128 CPU cores and shipping now. The Zen 4c architecture is designed to maximise the number of vCPUs that can run on top of a single, physical CPU, making it ideal for the cloud computing market. The new chips are more energy-efficient than AMD's current-generation flagship EPYC 9004 "Genoa" chips, making them a strong competitor to Arm-based rivals. The Bergamo chips are also socket compatible with the rest of the EPYC 9004 series, using the same SP5 socket.

via AnandTech|
#amd#cloud-computing#epyc