The Server CPU segment is estimated to see a big surge in the coming years, with stats showing the TAM surpassing $200 billion by 2030. AMD & ARM Have Eaten Up A Large Chunk of Intel's Server Market Share, But The x86 Will Lead The AI Segment Moving Forward Latest data from research outlets including BofA Global Research, Mercury Research, and IDC show that the server CPU TAM (Total Addressable Market) will expand significantly in the coming years due to a surge in AI demand, especially Agentic workflows, which are more heavily dependent on CPUs than GPUs. Server CPUs are […]

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NVIDIA has gained the top spot in the datacenter ethernet switching segment for the first time as the market swells to a record $15.4b in Q1 2026. Not GPUs, Not CPUs, This Time NVIDIA Is Topping The Datacenter Ethernet Switching Market With Record Revenue The GPU market, mainly AI accelerators and consumer chips, is dominated by NVIDIA. The green team is also set to post record revenues with its Vera CPUs, making it one of the top suppliers of the current fiscal year. But there's a new market that NVIDIA is topping, & that shows further trust in NVIDIA's ecosystem. […]

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IDC has released its latest report on the PC sector, cutting shipment forecasts by a large margin amid supply chain uncertainties. IDC Revises Global PC Shipments With a Huge 'Double-Digit' Decline, Claiming Recovery Signs Are Currently Too Far The influence of DRAM shortages on the consumer PC segment has become much broader than initially perceived, as securing capacity has become a problem, and manufacturers are now launching product lines ahead of schedule to navigate difficult times. IDC's latest PC market outlook focuses on the industry's state, and according to its latest analysis, PC shipments are expected to decline by 11.3% […]

Read full article at https://wccftech.com/idc-paints-a-doomer-narrative-for-the-pc-industry-as-memory-shortages-make-survival-nearly-impossible/

Pandemic-driven lockdowns exposed many people in India to PCs for the first time, expanding the country's PC userbase and creating demand for upgrades as those devices age.