Morgan Stanley Predicts AI to Broaden Chip Spending to CPUs
Morgan Stanley forecasts that the rise of agentic AI will expand chip spending beyond traditional graphics processors to include central processing units (CPUs).
31 stories found
Morgan Stanley forecasts that the rise of agentic AI will expand chip spending beyond traditional graphics processors to include central processing units (CPUs).
AMD is projected to continue benefiting as the demand for Graphics Processing Units (GPUs) and Central Processing Units (CPUs) outstrips the available supply.
Intel's stock is on a hot streak following its collaboration with Google to develop CPUs and custom infrastructure chips for scaling AI.
KeyBanc analysts suggest that Intel and AMD are likely to see benefits from an anticipated increase in demand for server CPUs.
Once considered overshadowed by specialized AI hardware, the central processing unit (CPU) is experiencing a resurgence in relevance and development due to new demands from artificial intelligence applications.
Intel has officially released its new Xeon 600 series chips and announced the vPro Panther Lake CPUs, introducing an 'all-new' vPro platform designed with a strong emphasis on AI capabilities.

Alibaba has revealed a new artificial intelligence chip design, specifically for 'agents' and focusing on CPUs for AI inferencing, to meet the surging demand for AI technologies.

Nvidia's upcoming GTC conference is expected to mark a significant shift in AI chip focus, with CEO Jensen Huang poised to unveil details on new processors specialized for agentic AI, reflecting growing demand for CPUs from Nvidia and AMD.
The artificial intelligence sector is experiencing a hardware crunch as CPUs are now affected by the ongoing chip shortage.
NVIDIA Corporation is set to provide its standalone Grace CPUs as part of a major data center rollout, marking a significant development in its data center offerings.

Social media group will purchase millions of chips even as it tries to develop its own AI hardware
Nuvacore, a chip startup backed by Sequoia, is reportedly working to overhaul Central Processing Units (CPUs) specifically for the artificial intelligence era. This initiative seeks to optimize hardware for the demanding requirements of AI workloads.
KeyBanc has identified Intel (INTC) and AMD stocks as top buys, citing strong demand for CPUs.

Google and Intel are deepening their collaboration, with Google committing to utilize multiple generations of Intel chips to power its AI data centers, expanding an existing partnership.
The market for CPUs and memory is experiencing significant price increases due to the AI boom, with Intel and AMD planning further hikes. This trend is expected to boost the stock performance of both companies, leading analysts to evaluate which offers a better investment opportunity.
Artificial intelligence, once thought to render CPUs obsolete, is now driving a resurgence in their development and demand.
A significant and intensifying supply crunch in CPUs from Intel and AMD is reportedly dealing a fresh blow to manufacturers of personal computers and servers, affecting production and increasing wait times.

Light rain is expected in many parts of Latvia on Thursday afternoon, according to forecasts.
IBM announced progress in integrating quantum processors with traditional CPUs and GPUs in modern supercomputers, suggesting quantum-computing technology may be closer to practical application than previously thought.

Vēla rudens pēcpusdiena. Debesis ir pelēkas, nesen ir lijis. Ar labāko draudzeni pēc skolas dodamies pie manis uz mājām, jo vakarā mums ir mākslas skolas klases, un ģeogrāfiski tās ir tuvāk manām…

Meta is significantly boosting its partnership with Nvidia, securing millions of the chipmaker's latest processors for its data centers. This extensive deal, covering both AI training and inference, also includes Nvidia's CPUs, traditionally Intel and AMD's territory. The move consolidates Meta's AI infrastructure, potentially impacting competitors and simplifying vendor management.
Intel's stock has risen after Susquehanna increased its price target for the company, citing "insatiable" demand for CPUs.

Hungarians are heading to the polls on April 12 for a parliamentary election that could see Viktor Orbán's 16-year rule challenged by opposition leader Péter Magyar. Pre-election polls suggest a tight race.
Intel is reportedly looking to sell its older CPUs, with discussions focusing on the potential benefits and longevity of Raptor Lake processors in 2026.
Despite being overshadowed by specialized AI hardware, the central processing unit (CPU) is experiencing a resurgence in relevance, driven by new applications and demands from artificial intelligence.
Artificial intelligence is reportedly driving a resurgence in the relevance and demand for Central Processing Units (CPUs), which were previously thought to be overshadowed by other technologies.
Synopsys has announced a partnership with Arm to collaborate on the development of central processing units (CPUs) specifically designed for data center applications.

The Latvian Environment, Geology and Meteorology Centre forecasts rain in parts of Kurzeme, Latvia, on Sunday afternoon.

The integration of artificial intelligence is projected to significantly increase the cost of laptops, with prices expected to rise by 40% by 2026 due to higher expenses for components like RAM, storage, and CPUs.
Supermicro has introduced its new high-density MicroBlade platform, featuring AMD EPYC 4005 CPUs, marking an industry first for this specific server technology.
An analyst suggests that Nvidia's collaboration with Meta, involving the use of Nvidia CPUs, could mark a significant transition towards Arm-based chips within data centers, potentially impacting Intel.