data center

Intel disclosed Diamond Rapids' full architecture at Hot Chips 2026, betting that 18A-P process density and 3D stacking will outpace AMD's TSMC-built EPYC Venice despite identical core counts.

Intel detailed its next-generation Xeon 7 at Hot Chips 2026, revealing a 16-chiplet design and centralizing memory I/O—a structural shift aimed at latency-sensitive AI workloads where GPUs don't pencil out.

Nvidia reports Q2 results Aug. 26 with consensus at $92B revenue and $2.09 EPS, but customer concentration among Amazon, Microsoft and Google poses the material risk to forward guidance.

Selective AI investors are concentrating in infrastructure names; Marvell now projects 40 percent full-year revenue growth to $11.5 billion as data center demand outruns earlier forecasts.

Advanced Micro Devices hit record quarterly revenue as data center and AI accelerator sales drove growth, even as investors weigh valuation risk.