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AMD TSMC EPYC Venice 2nm process server CPU Zen 6 HPC

Analysis: AMD bets the future of AI runs on CPUs as much as GPUs

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digitimes.com 2026-05-23

Under CEO Lisa Su, AMD is reshaping itself for the age of artificial intelligence. To describe AMD today simply as a hardware company is no longer accurate. As Jensen Huang has often said of Nvidia, his company is "not just a GPU company." AMD is making a similar argument about its own future.

NVIDIA Q1 FY2027: Data Center Diversification, Blackwell Scale, CPU Upside - The Futurum Group

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futurumgroup.com 2026-05-23 The Futurum Group

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AMD announces production of its 6th gen Venice CPU using TSMC 2nm - Interesting Engineering

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interestingengineering.com 2026-05-23 Interesting Engineering

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NVIDIA’s Vera CPUs Set to Outrun Intel and AMD x86 Chips by 1.5x at Computex 2026, Analysts Predict - Wccftech

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wccftech.com 2026-05-23 Wccftech

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Analyst says Nvidia poised to capture two-thirds of the x86 server CPU market from Intel and AMD with expected $20 billion in revenue — 'Nvidia is already on track' to deliver 4 million Vera CPUs in FY2027 - Tom's Hardware

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www.tomshardware.com 2026-05-22 Tom's Hardware

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Nvidia's Vera CPUs, Intel's Wildcat Lake to be the focus at COMPUTEX: GF Securities - Seeking Alpha

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seekingalpha.com 2026-05-22 Seeking Alpha

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Semiconductor Industry COMPUTEX NVIDIA Intel CPU Chips AI Chips 3nm Process EUV Lithography

Can HDFO CPU Packaging Ramp Help Sustain AMKR's Compute Growth? - TradingView

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www.tradingview.com 2026-05-22 TradingView

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Key facts: NVIDIA Posts $81.6B Q1; Vera CPUs Ship 3Q, Analysts Upbeat - TradingView

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www.tradingview.com 2026-05-22 TradingView

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AMD Ramps CPUs On TSMC’s 2nm Process - Semiecosystem

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marklapedus.substack.com 2026-05-22 Semiecosystem

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Nvidia's CPU era has arrived - Tech Brew

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www.techbrew.com 2026-05-22 Tech Brew

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Tech Forum 2026: AI agents drive Arm CPU demand surge; 2026 shipments expected to exceed 6 million units

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digitimes.com 2026-05-22

On May 20, 2026, DIGITIMES held its Tech Forum, where senior analyst Jim Hsiao delivered a presentation, "AI server market outlook and trends amid the explosion of agent applications." In it, Hsiao explained that demand is rising sharply not only for x86 server CPUs from Intel and AMD, but also for Arm-based CPUs, which are expected to see explosive growth in 2026.