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Meta, NVIDIA and Intel

Digest more
Top News
Overview
 · 3h
Nvidia pushes into Intel and AMD's turf with a 'multigenerational' Meta deal
Meta partnered with Nvidia on AI data centers with GPUs and CPUs.

Continue reading

 · 7h
Why Nvidia’s deal with Meta is an ‘Intel killer,’ according to this analyst
 · 7h · on MSN
Nvidia's multi-year deal with Meta is a 'positive catalyst' for the chip giant: Needham
Axios · 1d
Meta to buy millions more chips from Nvidia
Meta is doubling down on Nvidia AI chips, committing to spend tens of billions of dollars on the chipmaker's newest offerings and sending shares of both companies higher.

Continue reading

 · 1d
Meta Will Buy Millions of Nvidia Chips for AI Build-Out
 · 6h
Nvidia’s Deal With Meta Signals a New Era in Computing Power
5don MSN

AMD has grabbed a little more of the CPU market share but Intel still rules the roost

Though AMD's server sector is raking in the money
CRN
6d

Intel’s Supply Issues Helped AMD Grab Record-High CPU Market Share: Researcher

Intel’s decision to prioritize server CPU production in the face of supply constraints helped AMD achieve an all-time high in overall market share by ceding ground in the PC space, according to CPU-tracking firm Mercury Research.
6d

Intel’s tough decision boosted AMD to record highs

Intel had a choice: prioritize server shipments or desktop PC processors, after manufacturing issues caused shortages. Intel chose the former, and AMD's Ryzen sales benefited.
TweakTown
2d

AMD's desktop CPU market share grew by almost 15% in 2025, all thanks to Ryzen

AMD's desktop CPU revenue share grew by 14.6% in 2025, driven by Ryzen demand, as AMD continues to gobble up market share from Intel.
24/7 Wall St.
4d

Three Problems Explain Why Intel Stock Dropped 7.5% This Week

Intel Corporation (NASDAQ:INTC) had a rough week. The stock dropped 7.51% while the S&P 500 (NYSEARCA:SPY) dipped just 1.29% and the semiconductor sector rallied 1.76%. At $46.79, Intel is still up 27% year-to-date and nearly 94% over the past year,
14don MSN

Welcome to the Ryzen era: AMD says its client CPU revenue is up 34% year over year, but Intel has a few cards to play yet

A clash of the titans in 2026, perhaps?
7d

AMD surges 10 percent in desktop PC share, again

AMD continued its rapid rise in both unit market share and revenue share in the PC market, claiming substantial increases in both mobile and desktop Ryzen shipments.
TweakTown
1d

Intel's high-end 900-series mobos only ones to handle 800W+ power of Intel Nova Lake CPUs

Intel's next-gen 52-core Nova Lake CPUs rumored with up to 800W and beyond power usage, with only highest-end 900-series mobos to support full power.
DatacenterDynamics
12d

Intel and AMD warn Chinese customers of CPU delays due to supply shortages - report

Intel rationing deliveries of fourth and fifth-generation CPUs, with wait times of up to six months anticipated
Guru3D
5d

AMD Desktop CPU Share Surges to 36.4% as Intel Slips

New CPU shipment estimates from Mercury Research suggest AMD is continuing to narrow Intel’s long-held lead across the x86 market, with desktop showing the sharpest movement.
Morningstar
5mon

AMD: The Intel-Nvidia Collaboration Is Worth Watching but Not a Death Blow

Advanced Micro Devices’ AMD rivals Intel INTC and Nvidia NVDA announced a collaboration to jointly develop multiple generations of custom data center and PC products. Nvidia will also invest $5 billion in Intel’s common stock at a price of $23.28 per share
Liliputing
1d

NZXT H2 Mini PC is a small form-factor gaming PC with RTX 5080 (Intel or AMD)

But that’s just the case. For a limited time, the company is also offering a NZXT H2 Mini PC as a pre-built system that comes with an Intel or AMD processor, NVIDIA GeForce RTX 5080 graphics, and everything else you need to start gaming right away.
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