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Meta, NVIDIA and Intel

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Top News
Overview
Impacts
 · 1h
Nvidia pushes into Intel and AMD's turf with a 'multigenerational' Meta deal
Meta partnered with Nvidia on AI data centers with GPUs and CPUs.

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 · 5h
Why Nvidia’s deal with Meta is an ‘Intel killer,’ according to this analyst
 · 6h · on MSN
Nvidia's multi-year deal with Meta is a 'positive catalyst' for the chip giant: Needham
 · 7h
Nvidia in focus: Meta partnership expanded, Arm stake sold
Nvidia (NVDA) stock is in focus after the company announced a multiyear partnership with Meta (META), supplying the social media company with GPUs and CPUs.

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 · 10h
Nvidia, Arm Stocks Rise Following Meta Deal
 · 5h
Nvidia, Meta stocks climb after expanded AI infrastructure pact; AMD down
 · 5h
AMD Stock Slides as Meta Expands Nvidia AI Partnership
The agreement will see Meta deploy millions of Nvidia AI chip, including Blackwell and Rubin GPUs and Nvidia's CPUs, across hyperscale data centers, potentially narrowing openings for competitors like...

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 · 1d
Meta Will Buy Millions of Nvidia Chips for AI Build-Out
 · 17h
Meta Nvidia AI Deal Puts Valuation And Capex In Investor Focus
5don MSN

AMD has grabbed a little more of the CPU market share but Intel still rules the roost

Though AMD's server sector is raking in the money
CRN
6d

Intel’s Supply Issues Helped AMD Grab Record-High CPU Market Share: Researcher

Intel’s decision to prioritize server CPU production in the face of supply constraints helped AMD achieve an all-time high in overall market share by ceding ground in the PC space, according to CPU-tracking firm Mercury Research.
6d

Intel’s tough decision boosted AMD to record highs

Intel had a choice: prioritize server shipments or desktop PC processors, after manufacturing issues caused shortages. Intel chose the former, and AMD's Ryzen sales benefited.
Investor's Business Daily on MSN
5d

AMD taking PC, server market share from Intel

AMD continues to grab market share from Intel in PC and server processors, a Wall Street analyst says. AMD stock rose Friday.
TweakTown
2d

AMD's desktop CPU market share grew by almost 15% in 2025, all thanks to Ryzen

AMD's desktop CPU revenue share grew by 14.6% in 2025, driven by Ryzen demand, as AMD continues to gobble up market share from Intel.
3d

Three Problems Explain Why Intel Stock Dropped 7.5% This Week

Intel Corporation (NASDAQ:INTC) had a rough week. The stock dropped 7.51% while the S&P 500 (NYSEARCA:SPY) dipped just 1.29% and the semiconductor sector rallied 1.76%. At $46.79, Intel is still up 27% year-to-date and nearly 94% over the past year,
7d

AMD surges 10 percent in desktop PC share, again

AMD continued its rapid rise in both unit market share and revenue share in the PC market, claiming substantial increases in both mobile and desktop Ryzen shipments.
DatacenterDynamics
12d

Intel and AMD warn Chinese customers of CPU delays due to supply shortages - report

Intel rationing deliveries of fourth and fifth-generation CPUs, with wait times of up to six months anticipated
TweakTown
1d

Intel's high-end 900-series mobos only ones to handle 800W+ power of Intel Nova Lake CPUs

Intel's next-gen 52-core Nova Lake CPUs rumored with up to 800W and beyond power usage, with only highest-end 900-series mobos to support full power.
Guru3D
5d

AMD Desktop CPU Share Surges to 36.4% as Intel Slips

New CPU shipment estimates from Mercury Research suggest AMD is continuing to narrow Intel’s long-held lead across the x86 market, with desktop showing the sharpest movement.
24/7 Wall St.
3h

Did Nvidia Just Deliver a Crushing Blow to AMD?

Advanced Micro Devices (NASDAQ:AMD | AMD Price Prediction) has been advancing its AI chip offerings, including the Instinct MI450 series accelerators set for deployment with OpenAI starting in the second half of 2026.
Liliputing
1d

NZXT H2 Mini PC is a small form-factor gaming PC with RTX 5080 (Intel or AMD)

But that’s just the case. For a limited time, the company is also offering a NZXT H2 Mini PC as a pre-built system that comes with an Intel or AMD processor, NVIDIA GeForce RTX 5080 graphics, and everything else you need to start gaming right away.
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