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BuySellRam
BuySellRam.com @BuySellRam@mstdn.business · Jul 28, 2026
AMD raised its 2030 data center CPU forecast to roughly $220 billion, then stated its EPYC performance claims in "agents per rack." The footnote admits agent counts are derived from available thread resources used as a proxy. Nvidia's Vera makes the opposite bet: 88 faster cores rather than 256 denser ones. Neither has published the benchmark that would decide which is right. https://www.buysellram.com/blog/agentic-server-cpu-wide-narrow-bets/ #DataCenter #ServerCPU #AgenticAI #AIInfrastructure #AMD #EPYC #Nvidia #Arm #Intel #HPC #Tech
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DailyCyberSecurity
Daily CyberSecurity @DailyCyberSecurity@infosec.exchange · Jul 27, 2026
Intel will revive hyper-threading in its 2028 Coral Rapids Xeon server CPUs, CEO Lip-Bu Tan said, as it fights to reclaim CPU market share. #Intel #HyperThreading #Xeon #CoralRapids #ServerCPU http://securityonline.info/intel-hyper-threading-return/?utm_source=mastodon&utm_medium=jetpack_social
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bsrtech
BSR Tech News @bsrtech@flipboard.social · May 05, 2026
AI isn't just hungry for GPUs anymore — it's eating CPUs too. In 2026, server CPU lead times have stretched up to a year, prices are up 20%, and both Intel and AMD are sold out. The culprit? The shift from AI training to real-time agentic AI, which is pushing CPU-to-GPU ratios from 1:8 toward 1:1 in data centers. If you're managing IT assets, this changes your buying AND selling calculus. We break down what's driving the crunch, what's coming next (hint: Nova Lake and Zen 6 are both delayed to 2027), and how to turn the shortage to your advantage. https://www.buysellram.com/blog/why-ai-is-causing-a-global-cpu-shortage-and-what-it-means-for-your-business/ #ServerCPU #CPUShortage #AIInfrastructure #Intel #AMD #ITAD #DataCenter #ITAssetManagement #TechNews #EnterpriseIT #CPUPrices2026 #AgenticAI #technology
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