Why AMD can beat rivals Intel and Nvidia in the market for data-center CPUs

Why AMD can beat rivals Intel and Nvidia in the market for data-center CPUs

Source: www.marketwatch.com · Section: business-tech · Bias: Center · Published: Tue, 25 Aug 2026 20:59:00 GMT

The chip maker is strongly positioned to gain share in the market for data-center CPUs and to see profit from revenue, a Raymond James analyst says.

Read the full article at www.marketwatch.com →

The same story across the political spectrum (12 sources)

Center-Right: It’s time to bet big on Nvidia’s stock, says this analyst who thinks the market has it all wrong — www.marketwatch.com
Center: Nvidia trillion - dollar chip market has friends and foes closing in – Silicon Valley — siliconvalley.com
Center-Right: Nvidia employee charged with smuggling advanced chips into China — www.ft.com
Center: Nvidia senior manager linked to Supermicro scheme smuggling AI servers to China — www.arstechnica.com
Right: The data center era that's reshaping America — www.axios.com

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