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Intel, AMD and Qualcomm slide

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 · 12h · on MSN
Intel, AMD and Qualcomm slide as Nvidia targets AI PC market with RTX Spark chip
AMD, and Qualcomm shares fell on Monday after Nvidia unveiled its new RTX Spark PC chip, designed to run AI agents directly on personal devices. The launch challenges Intel and AMD’s long-standing dominance in the PC chip market while also increasing competition for Qualcomm,

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 · 6h
Nvidia debuts RTX Spark processor for Windows laptops, taking aim at Intel, AMD
 · 16h · on MSN
Nvidia unveils new AI chip for PCs, taking on Intel and AMD
 · 15h
These are the first Nvidia RTX Spark laptops
Nvidia has officially entered the world of consumer laptop chips with the RTX Spark, and several device makers already have hardware lined up for it.

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 · 18h
NVIDIA RTX Spark-powered laptops confirmed: From Microsoft Surface Ultra to Dell XPS 16 Creator Edition and more launching soon
 · 21h
Nvidia Has a Plan to Put Its Chips in Personal Computers
 · 22h
Nvidia announces RTX Spark as ‘the most efficient PC chip ever built’
After many months of leaks, it’s finally announcing the RTX Spark, the first in a family of chips that will meet or beat the most powerful thin-and-light Windows machines ever, it claims.

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 · 10h
Microsoft's Surface Laptop Ultra with Nvidia's RTX Spark is coming this fall
Outlook Business · 17h
Nvidia Joins Microsoft to Launch Its First-Ever PC Superchip
17h

INTC, AMD Slide Premarket After Nvidia Unveils New PC Processor – Intel’s Xeon 6 Data Center CPU Launch Overshadowed

Intel and AMD stock dropped about 4.2% in Monday’s premarket. The development is widely viewed as a significant shift for the PC industry. The retail sentiment was ‘bearish’
14h

AMD extends Socket AM5 support through at least 2029; AM4 refuses to die

As for the current AM5 socket, AMD officially announced that it was extending its support to at least 2029—it was originally planned to last until 2025, then until “ 2027+ ,” so that means between two and four years of additional support, depending on how you’re counting.
6d

Nvidia has a $200 Billion Warning for AMD and Intel Stock Investors

Vera CPU opens a brand-new $200 billion TAM for Nvidia, a market we have never addressed before. Every major hyperscale and system maker is partnering with us to get it deployed. We have visibility to nearly $20 billion in total CPU revenue this year, setting us up to become the world's leading CPU supplier.
TechSpot
1y

AMD moves 3x more CPUs than Intel, rakes in 5x the revenue on Amazon

In brief: AMD is continuing to see its fortunes rise in the consumer processor market as Intel struggles. According to a report on Amazon CPU sales for March 2025 in the United States, almost 8 out of every 10 units sold on the platform were from Team Red.
Gizmodo
1mon

Intel May Have an Answer to AMD’s Most Powerful Gaming CPUs

There’s essentially no competition for AMD’s best gaming CPU, the Ryzen 7 9850X3D. That may finally change. New leaks of Intel’s Nova Lake desktop CPUs may hold the key to better future gaming PCs. Or, at least, we could see more competition for out ...
18d

AMD reaches 46% of server x86 CPU revenue — Intel still controls 70% of the consumer PC market share

AMD now commands 38.1% of total x86 CPU revenue share, skyrockets past 46.2% x86 server CPU market share, according to Mercury Research.
TechSpot
11mon

AMD Ryzen CPUs continue to crush Intel processors on Amazon best-seller list

In brief: AMD dominated socketed CPU sales on Amazon's US site in March, and the picture doesn't seem to have changed a few months later. Intel's new Core Ultra 200 series chips struggled to climb the retailer's rankings back then and have since almost ...
16h

AMD CPUs will now support socket AM5 motherboards until 2029, for long term easy CPU upgrades

Having previously only committed to supporting AM5 until 2027, AMD has confirmed it will release AM5-compatible CPUs for three more years.
Tom's Hardware on MSN
1d

Intel Xeon 7 ‘Diamond Rapids’ CPUs officially launching in 2027 on Intel 18A-P

Intel has officially confirmed its next-gen Xeon 7 Diamond Rapids CPUs are coming in 2027, featuring 50% higher core counts and twice the memory bandwidth of Xeon 6 in a bid to compete against AMD’s upcoming EPYC Venice CPUs.
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