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AMD Seizes Record 46% of x86 Server CPU Revenue as Data-Center Boom Lifts Outlook

AI spending at cloud providers is steering AMD’s growth toward servers.

Arm Reports Record Sales as AI Orders Top $2 Billion but Supply Falls Short

Foxconn Forecasts Strong 2026 on AI Servers After Profit Miss

Dell Lifts Outlook After AI Server Orders Surge Despite Q3 Revenue Miss