米アドバンスト・マイクロ・デバイセズ（AMD）が発表した第1四半期決算は、人工知能（AI）向けサーバーチップの好調な売上を追い風に収益が38％増加し、市場予想を上回った。
同社は第2四半期の力強い見通しと、将来のCPU需要に対する強気な見解を強調した。経営陣は、サーバーCPU市場が今後年平均35％以上の成長を続け、2030年までに1200億ドル規模に達すると予測している。一方、UBSのアナリストは、同期間の潜在的な市場規模（TAM）はさらに大きく、1700億ドルに達すると予測している。
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Nvidia Corporation reported stronger-than-expected results for its fiscal fourth quarter of 2026, with revenue rising 73% year-over-year to $68.1 billion. The company's data center segment, fueled by products like Blackwell and NVLink, now accounts for over 90% of total revenue. Asian markets climbed for a fourth straight day, boosted by Nvidia's upbeat sales forecast.
A Seeking Alpha analyst argues that Advanced Micro Devices (AMD) offers significant upside potential, driven by CPU growth and AI opportunities. The analysis highlights Intel's delays and AMD's strategic moves as key advantages. Published on March 16, 2026, the piece recommends a strong buy on AMD shares.
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Shares of Dell Technologies rose 17.5% on Friday, reaching three-month highs. The increase followed the company's forecast that its AI server business revenue will double in fiscal 2027. This projection highlights growing demand for AI infrastructure.
The S&P 500 and Nasdaq composite indices climbed to new record levels, supported by gains in artificial intelligence stocks and robust corporate results.
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Apple CEO Tim Cook stated that high memory costs will significantly impact the company's business in coming quarters. He highlighted supply constraints during the latest earnings call despite strong revenue growth. The issue stems from skyrocketing RAM prices driven by AI data center demand.
Micron Technology's CEO has cautioned that artificial intelligence remains in its very early stages and will require additional memory. The remarks signal ongoing challenges in the RAM market. Nvidia is addressing VRAM shortages by reviving an old GPU.
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Lisa Su, CEO of U.S. chipmaker AMD, met South Korean government officials, Samsung Electronics and AI startup Upstage on March 19 to discuss AI partnerships. She had met Samsung Chairman Lee Jae-yong the previous day. The meetings focused on strengthening the AI ecosystem and developing sovereign AI models.