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Bank of America Raises AI Data‑Center Forecast to $2.2 Trillion and Puts Server CPU TAM Above $210 Billion

Bank analysts say the rise of agentic AI is changing data‑center architecture so CPUs take a larger orchestration role for hyperscaler deployments.

AMD Puts Helios Rack Into Production to Challenge Nvidia at Cloud Scale

Leak Says AMD Is Working on an 8‑Core Ryzen 7 9800HX3D Mobile Chip

Apple Testing First Touchscreen OLED Mac as It Staggers M5–M7 Chip Rollout

Nvidia Says Vera Rubin Rack-Scale AI Platform Is in Volume Ramp and in Customer Hands

Japan Awards Noetra Big-Machine AI Factory Built With Nvidia Vera Rubin Hardware

Intel Ships First High-Volume Logic Wafers Made with ASML High NA EUV

Intel Invests €5 Billion to Boost Intel 3 Output at Leixlip Fab

Perplexity Confirms It Will Deploy Nvidia's Vera CPU

Nvidia Vera Rubin Ramp and AMD 2nm EPYC Spur Fresh Upside for Data‑Center Compute

Cerebras Posts Big Revenue Beat but Warns Margins Will Shrink

Qualcomm Confirms Snapdragon Summit for September

MSI Claw 8 EX AI+ Sells Out at Major U.S. Retailers

OpenAI Unveils Jalapeño, Its First Custom AI Inference Chip

MSI’s $1,799 Claw 8 EX AI+ Ships With Intel’s Arc G3 Extreme and Class-Leading Handheld Performance

MSI Lists Claw 8 EX AI+ at $1,799 as Company Warns of Further Price Rises

Nvidia Opens Orders for Vera CPU to Chinese Cloud Customers

Zoho Unveils Nathu La, an India‑Designed Server to Control Its AI and Cloud Stack

MSI Launches Claw 8 EX AI+ With Intel Arc G3 Extreme

ASUS Unveils Ascent QN10 Mini PC With Snapdragon X2 Elite