As AI shifts from training to inference and agentic workloads, Server CPU evolves from auxiliary to core orchestrator, lifting both ARM and x86 demand into a new growth cycle.
On March 16th 2026, NVIDIA used GTC to debut the first standalone Vera CPU Rack for sale. On March 25th, Arm announced its own Arm AGI CPU and introduced two CPU rack variants (air‑cooling and liquid‑...
Arm's AGI CPU marks a strategic shift from IP licensor to platform provider, targeting AI data centers and accelerating Arm's gains against x86.
CSP self-developed chips and NVIDIA's platforms are driving Arm adoption, eroding x86 dominance in server markets.
As observed by global market intelligence firm TrendForce, 2024 will be seeing a continuance of development from that of last year, where major CSPs...
TrendForce’s Department of Semiconductor Research reports that Apple’s newly released iPhone 14 series has created a certain level of product differentiation with its processor performance...
As indicated by the survey of global market intelligence firm TrendForce, the x86 architecture remained as the prominent solution in the mainstream server chip market for 1H21 that is guided by Intel...
TrendForce’s latest survey on the graphics DRAM market finds that the stay-at-home economy remains robust due to the ongoing COVID-19 pandemic, so the sales of gaming products such as game consoles an...
