Data Centers/Colocation Services

AMD’s stock continues its march higher as AI cheers build

2024-03-04 01:02 PM by Eugen Boglaru

Published: March 4, 2024 at 3:43 p.m. ET Advanced Micro Devices Inc.’s management projects it will generate upwards of $3.5 billion in revenue this year from graphics processing units for the data center. One Barclays analyst is feeling even more upbeat. Barclays’ Tom O’Malley expects AMD AMD will deliver about $4.5 billion in data-center GPU …

Intel earnings: What to expect on PC, data-center, and AI trends

2024-01-25 11:58 AM by Eugen Boglaru

Intel Corp.’s upcoming earnings report is expected to be a busy one as the chip maker discusses trends in the personal-computing and data-center markets, as well as the budding opportunity in artificial intelligence. The results, due out Thursday after the closing bell, come as Intel’s stock INTC, +0.44% has enjoyed a sharp 50%-plus move higher …