Nvidia Just Went After Intel And AMD’s Most Profitable Business. Nvidia’s New Arm CPU Could Change The Future Of AI Data Centers

Nvidia CEO Jensen Huang unveiled a long-awaited Arm-based PC chip, breaking into PCs for the first time on new laptops by Dell, Microsoft, HP, ASUS and others.

Key Points Interested in Advanced Micro Devices, Inc.? Here are five stocks we like better. Agentic AI is boosting AMD's server CPU outlook, with executives saying the shift from AI experimentation to deployment is driving much higher demand for CPU-heavy workloads like orchestration,

By Max A. Cherney TAIPEI, June 2 (Reuters) - Arm Holdings CEO Rene Haas said on Tuesday that it would be challenging to block the export to China of central processing units (CPUs) that are useful for artificial intelligence because of their widespread use and the difficulty in singling out those intended for the purpose.

Nvidia's announced entry into the PC chip market sent shares of AMD, Intel and Qualcomm lower as Wall Street recognized the threat.

If Nvidia has cracked a way to bring AI agents easily, safely and usefully to the masses, it could — and should — be big.

NVIDIA announced that its new Vera CPU, the first processor specifically optimized for autonomous AI agents, has entered full production for an autumn release. Built on a custom 88-core Arm architecture codenamed Olympus, Vera delivers a 1.8x performance ...

Arm data center competition reached a turning point at Computex 2026 as Arm confirmed 50% of hyperscaler CPU compute, AMD became the first company to ship 2nm server CPUs with EPYC Venice, and Nvidia