Why the CPU is taking center stage

Nvidia showed CNBC its latest Vera CPU at its Santa Clara, California, headquarters on Feb. 13, 2026. Marc Ganley | CNBC Nvidia‘s graphics processing units have been the hottest-selling chips for years, but the sudden advent of agentic artificial intelligence has brought on a renaissance for its more modest host chip, the central processing unit….

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AI chipmaker Cerebras namedropped by Oracle, alongside Nvidia and AMD

As AI chipmaker Cerebras angles for an eventual IPO, the company appears to have landed a significant cloud-computing customer: Oracle. On a conference call with analysts on Tuesday following Oracle’s quarterly earnings, Clay Magouyrk, one of the software vendor’s two CEOs, indicated that his company’s infrastructure includes Cerebras chips, alongside graphics processing units (GPUs) from…

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Oracle (ORCL) Q3 earnings report 2026

Oracle shares rose 8% in extended trading on Tuesday after the software vendor reported quarterly results that surpassed Wall Street projections and boosted its revenue guidance for fiscal 2027. Management pushed up its fiscal 2027 revenue forecast by $1 billion to $90 billion. Analysts polled by LSEG had anticipated $86.60 billion. Oracle sees $1.92 and…

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