GF Securities sees AMD, Intel & Qualcomm as key AI infrastructure winners, with TAM projected to hit $135B by 2030—read more.
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AMD boosts AI server CPU outlook as demand surges
AI fuels CPU demand: CEO Lisa Su projects the server CPU market will exceed $120 billion by 2030, fueled by agentic AI and inference workloads. Earnings beat forecasts: Q1 revenue rose 38% to $10.3 ...
The 64TB HPE Compute Scale-up Server 3250 is built with Intel Xeon 6 processors and features a modular architecture suited ...
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