AMD's immense success for its CPUs and GPUs in the AI segments will be a key driver for the company in the current year & the years ahead. AMD Is Expected To Ship Nearly 1.9 Million AI GPUs By 2027, While It's Share In China Will Be Larger Than NVIDIA's Intel, gaining momentum this quarter, thanks to Agentic AI's reliance on CPUs, has given us a teaser of what to expect from AMD's upcoming earnings. As per UBS, AMD isn't as constrained as Intel in the CPU segment and is anticipated to grow its Server CPU revenue by 80% this […]

Read full article at https://wccftech.com/amd-server-cpu-revenue-to-surge-80-percent-2026-estimated-1-9m-ai-gpus-shipping-by-2027/

Micron posted a record Q2 as DRAM demand increases, but its CEO says this is just the beginning as more memory is required for AI to reach its full capabilities. Micron CEO Sees Demand For Faster Memory To Increase Massively For AI To Reach Its Full Potential Memory & Storage maker, Micron, has seen exceptional growth across all of its businesses, which include DRAM, NAND, and HBM. The growth comes from skyrocketing demand for their products as the Agentic AI craze continues to lift off every memory and storage firm. During a conversation with CNBC, Micron's CEO said that what […]

Read full article at https://wccftech.com/micron-ceo-warns-ai-is-only-in-the-first-innings-memory-supply-tightens-dram-nand-demand/

CPUs or GPUs, but require lots of memory for running Agentic AI, and this demand is spiraling to unseen levels as DRAM constraints persist. CPUs Running Agentic AI Will Be Equipped With Up to 400 GB of Memory, Further Crushing The DRAM Supply Chain Memory makers are earning big profits but are also unable to meet the demand. We have seen reports on how major manufacturers are rapidly expanding their production facilities, but these are yet to become operational, and Samsung itself has stated that 2027 will be worse for the DRAM industry than 2026, so it's looking like a […]

Read full article at https://wccftech.com/agentic-ai-pushes-cpus-to-pack-400-gb-of-memory-4x-more-than-today/

Uber announced several new features on Wednesday during its annual event, which push far beyond the company's original ride-hailing purpose and deeper into its users' lives.