Server CPU Lead Times Hit 25–30 Weeks as Agentic AI Grows 3 October 2026·1178 words·6 mins Server CPUs Agentic AI AI Infrastructure Data Centers Cloud-Computing TrendForce Hyperscalers Semiconductors
Global Server Market Hits $166.3B as AI Demand Surges 12 September 2026·1470 words·7 mins Server Market AI Infrastructure Data Centers Cloud-Computing NVIDIA Dell Technologies IDC Enterprise AI
Google Reportedly Invests $12.2 Billion in Marvell AI Chip Deal 20 August 2026·1279 words·7 mins Google Marvell AI Chips TPU AI Infrastructure Semiconductors Cloud-Computing AI Hardware
AI Computing Infrastructure Is Shifting from Expansion to Efficiency 13 July 2026·1729 words·9 mins Artificial Intelligence Data Centers Semiconductors Cloud-Computing NVIDIA Meta Infrastructure HBM AI Chips Enterprise IT
Arm CEO: AI CPU Demand Is 'Off the Charts' as Agentic AI Reshapes Data Centers 6 July 2026·1196 words·6 mins ARM AI Infrastructure Cpu Agentic AI Data Centers Semiconductors Cloud-Computing Neoverse
Meta’s Cloud Computing Push: The First Warning Sign for the AI Compute Bubble? 3 July 2026·1797 words·9 mins Meta AI Cloud-Computing GPU NVIDIA Data Centers Semiconductors Enterprise AI Infrastructure
ASIC Commercialization Reaches a Turning Point in the AI Era 28 June 2026·1348 words·7 mins Asic AI Chips Semiconductors Cloud-Computing Openai Google TPU Amazon Trainium Broadcom AI Infrastructure Data Centers
Hygon Unveils 128-Core C86 CPU and Full-Stack Data Center Platform 26 June 2026·965 words·5 mins Hygon Server CPU Data Center AI Infrastructure High Performance Computing PCIe 5.0 Networking Cloud-Computing
Qualcomm Unveils Dragonfly C1000 AI Data Center CPU 25 June 2026·1186 words·6 mins Qualcomm Data Center Cpu Artificial Intelligence Semiconductors Edge-Computing Cloud-Computing Meta Enterprise AI Server Processors
Qualcomm Acquires AI Startup Modular in $4 Billion Deal 24 June 2026·1323 words·7 mins Qualcomm Modular Artificial Intelligence Data Centers Semiconductors Machine Learning Edge-Computing Cloud-Computing LLVM AI Infrastructure
