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Meta, Intel and NVIDIA

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 · 1h · on MSN
Why Mark Zuckerberg's Meta new deal with Nvidia is 'bad news' for Intel and AMD
Meta is significantly boosting its partnership with Nvidia, securing millions of the chipmaker's latest processors for its data centers. This extensive deal, covering both AI training and inference, also includes Nvidia's CPUs,

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 · 7h
Nvidia pushes into Intel and AMD's turf with a 'multigenerational' Meta deal
 · 11h
Why Nvidia’s deal with Meta is an ‘Intel killer,’ according to this analyst
 · 16h
Nvidia, Arm Stocks Rise Following Meta Deal
Meta Platforms struck a deal with Nvidia to buy tens of billions of dollars’ worth of chips and other hardware for its artificial-intelligence needs.

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Axios · 1d
Meta to buy millions more chips from Nvidia
 · 8h
Stock Market Today, Feb. 18: Nvidia Rallies As Meta Deal Boosts AI Confidence
 · 10h
Nvidia’s Deal With Meta Signals a New Era in Computing Power
Meta previously estimated that by the end of 2024, it would have purchased 350,000 H100 chips from Nvidia, and that by the end of 2025 the company would have access to 1.3 million GPUs in total (thoug...

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 · 12h
Nvidia's multi-year deal with Meta is a 'positive catalyst' for the chip giant: Needham
 · 1d
Nvidia announces multi-year partnership with Meta to expand AI infrastructure
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.
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,
TweakTown
3d

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.
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.
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.
TweakTown
2d

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.
2don MSN

Intel stock has gotten way ahead of Lip-Bu Tan's turnaround plans. Will investors regret buying?

The Intel CEO has a simple plan to return to growth, but there are significant obstacles in the way.
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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