CPUcoin ニュース

AI agents and other bots now generate about 57% of web requests, according to Cloudflare data. Internet infrastructure stocks, which carry that traffic, are climbing. Cloudflare CEO Matthew Prince expected bots to pass humans by the end of 2027....

BofA raised AMD’s target to $720 as it sees server CPUs becoming a $211B market by 2030, giving AMD another AI growth engine beyond GPUs.

Advanced Micro Devices (AMD) touched a $1 trillion market value for the first time on Monday, peaking at $615.99 a share before easing back below that line. The stock last traded at $609.65, up over 8%, for a market capitalization of $995 billion....

CPUs, GPUs and NPUs all process data, but they’re built for different jobs. Here’s how each chip works and why AI increasingly needs all three.

Intel Corporation (INTC) and Advanced Micro Devices (AMD) cleared multi-month resistance over the past week. Meanwhile, Nvidia (NVDA) gained just 2.12%, and Broadcom (AVGO) fell, pointing to rotation inside the AI chip trade. Intel closed Wednesday...

Intel stock jumped about 9% on a reported 10% CPU price hike and $120 analyst target, adding roughly $3.4B to the value of the U.S. stake.

Intel stock (INTC) climbed as much as 9.5% on Tuesday following a supply chain report that said the company will raise personal computer processor prices by roughly 10% in early October. The move lifted the value of the US government’s 9.9% Intel...

Elon Musk celebrated a new partnership between SpaceX and NVIDIA on Monday, confirming plans to launch an optimized Vera Rubin system into orbit as early as 2027. Despite his enthusiasm, both companies’ stocks fell on the day of the...

Bank of America raised its 2030 server CPU market forecast to more than $210 billion this week and kept AMD as its top pick. The options market disagrees, with traders now holding more bearish contracts on AMD stock than bullish ones. AMD closed at...

The Ethereum Foundation is abandoning the Poseidon hash function on its base layer, moving to options like SHA or BLAKE, according to researcher Justin Drake. The shift reshapes the network’s long-term plan to resist future quantum computers. Drake...