Cast AI finds that that 95% of GPU capacity across thousands of organizations are idle, as companies overbuy GPUs on FOMO.

Intel (INTC) upgraded to Buy by HSBC and BNP Paribas as server CPU demand drives 2026–27 shipments and ASP growth.

Amazon.com Inc (NASDAQ:AMZN) has announced a $5 billion investment in AI company Anthropic, alongside plans for up to an ...

Intel stock has climbed sharply this year, supported by expectations that AI infrastructure spending will remain a key growth ...

HSBC upgraded Intel Corp to Buy from Hold on Tuesday, setting a Street-high price target of $95, up from $50, arguing that upside from the chipmaker’s core CPU business is not yet priced in the stock.

The collaboration, which was announced today, builds on an existing partnership that stretches back three years. Amazon ...

Amid the ongoing GPU shortage, Ocean Network is looking to connect the world’s idle computing power with those who need it.

The global AI boom is shifting infrastructure bottlenecks from GPUs to CPUs, as inference-heavy and agentic AI workloads push ...

Amazon has made another circular AI deal: It's investing another $5 billion in Anthropic. Anthropic has agreed to spend $100 ...

Agentic AI shifts workloads toward persistent inference/orchestration, raising CPU throughput and memory bandwidth needs; ...

AMD finally delivers dual 3D V-Cache on Zen 5 with the 9950X3D2, but does twice the cache translate into real gains? We test ...

There's more to CPU utilisation calculations than at first meet the eye.