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Data Center and AI segment
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Situations
AI rally lifts AMD, Broadcom; Intel gains, IBM falls
33 clusters · 161 sources · last updated
Latest: Intel forecasts profit in 2025‑26 as AI revenue jumps 59%
The AI‑driven market surge that began in late June 2026 kept AMD buoyant, with its market capitalisation near €780 billion (≈$844 billion). EPYC‑based servers outperformed legacy models and Ryzen AI laptops from Acer, LG