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Players Enter CPU Market Amid Surging Demand","url":"https://stock-news.laohu8.com/highlight/detail?id=2672734101","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2672734101?lang=en_us&edition=fundamental","pubTime":"2026-10-01 13:23","pubTimestamp":1790832180,"startTime":"0","endTime":"0","summary":"0523 GMT - Nontraditional players are entering the server CPU market amid resurging CPU demand, TrendForce says in a note. The explosion of agentic AI has driven a wave of demand for CPUs, which coordinate different tasks, route tool calls and pass data between subagents, it writes. As a result, the CPU-to-GPU ratio in AI data centers is expected to shift to between 1:1 and 1:2 from 1:8 currently, significantly boosting market demand for CPUs, it notes. This demand shift is reshaping the competitive landscape. Beyond traditional server CPU vendors Intel and AMD, a new wave of nontraditional players is entering the CPU market, such as GPU maker Nvidia, IP licensor Arm, and major cloud service providers including AWS and Google, it 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(ADSK) Expands Arcadis AI Partnership, Is It 44% Below Fair Value?","url":"https://stock-news.laohu8.com/highlight/detail?id=2672514730","media":"Simply Wall St.","labels":["corporation"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2672514730?lang=en_us&edition=fundamental","pubTime":"2026-10-01 13:15","pubTimestamp":1790831752,"startTime":"0","endTime":"0","summary":"Autodesk’s new AI partnership with Arcadis\nAutodesk (ADSK) is back in focus after Arcadis expanded its collaboration with the software group to push AI, connected data and digital workflows deeper into architecture, engineering and construction projects.\nAutodesk’s expanded AI push with Arcadis arrives after a mixed run for investors, with the share price down 27.11% year to date and the 1-year total shareholder return declining 34.87%, even as the 3-year total shareholder return is slightly...","market":"hk","thumbnail":"https://simplywall.st/cdn-cgi/image/fit=cover,format=auto,width=320,height=180/https://images.simplywall.st/asset/industry/8041000-choice1-card/1788934448378","type":0,"news_type":0,"thumbnails":["https://simplywall.st/cdn-cgi/image/fit=cover,format=auto,width=320,height=180/https://images.simplywall.st/asset/industry/8041000-choice1-card/1788934448378"],"rights":{"source":"simplywall_highlight","url":"https://simplywall.st/stocks/us/software/nasdaq-adsk/autodesk/news/autodesk-adsk-expands-arcadis-ai-partnership-is-it-44-below","rn_cache_url":null,"directOrigin":true},"property":[],"language":"en","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://simplywall.st/stocks/us/software/nasdaq-adsk/autodesk/news/autodesk-adsk-expands-arcadis-ai-partnership-is-it-44-below","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"corporation","news_rank":0,"length":0,"strategy_id":0,"source":"simplywall_highlight","symbols":["LU1721428933.USD","LU0323239441.USD","LU1046421795.USD","LU1435385759.SGD","LU1429558221.USD","LU1804176565.USD","BK4566","LU1803068623.USD","LU1992135472.HKD","LU0266013472.USD","LU1043141123.HKD","ADSK","LU1121112475.USD","LU2298064838.USD","AIPO","LU0426412945.USD","LU2247934214.USD","IE00BZ9MQY76.HKD","BK4534","LU2326559502.SGD","BK4588","LU0345770308.USD","LU0994945656.USD","LU1043141396.HKD","LU0345774631.USD","LU0323240290.USD","BK4528","LU1983260115.SGD","VTHR","CHAT","BK4585","BK4023","LU0345774391.USD","IE00B19Z9Z06.USD","IE00B894F039.SGD","LU1939255532.USD","LU1235294995.USD","LU2272731782.SGD","LU0107464264.USD","LU0345770993.USD","LU2265009873.SGD","LU1691799644.USD","LU1923621640.USD","BK4554","LU2125910179.SGD","QTOC","ARTY","LU1823568750.SGD","AGIX","LU1992135399.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2672730501","title":"BioMarin Pharmaceutical (BMRN) Could Be 35% Undervalued Following Profluent AI Collaboration","url":"https://stock-news.laohu8.com/highlight/detail?id=2672730501","media":"Simply Wall St.","labels":["corporation"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2672730501?lang=en_us&edition=fundamental","pubTime":"2026-10-01 13:15","pubTimestamp":1790831715,"startTime":"0","endTime":"0","summary":"Profluent’s new collaboration with BioMarin Pharmaceutical (BMRN) puts AI designed enzyme therapies at the center of the biotech group’s research effort, with BioMarin screening AI generated candidates for its rare disease pipeline.\nFor investors watching the tape, BioMarin Pharmaceutical’s share price has softened recently, with a 7 day share price return of 3.55% down and a 30 day share price return of 8.02% down, even as the 1 year total shareholder return of 9.37% sits in positive...","market":"hk","thumbnail":"https://simplywall.st/cdn-cgi/image/fit=cover,format=auto,width=320,height=180/https://images.simplywall.st/asset/industry/6111000-choice1-card/1788937617532","type":0,"news_type":0,"thumbnails":["https://simplywall.st/cdn-cgi/image/fit=cover,format=auto,width=320,height=180/https://images.simplywall.st/asset/industry/6111000-choice1-card/1788937617532"],"rights":{"source":"simplywall_highlight","url":"https://simplywall.st/stocks/us/pharmaceuticals-biotech/nasdaq-bmrn/biomarin-pharmaceutical/news/biomarin-pharmaceutical-bmrn-could-be-35-undervalued-followi","rn_cache_url":null,"directOrigin":true},"property":[],"language":"en","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://simplywall.st/stocks/us/pharmaceuticals-biotech/nasdaq-bmrn/biomarin-pharmaceutical/news/biomarin-pharmaceutical-bmrn-could-be-35-undervalued-followi","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"corporation","news_rank":0,"length":0,"strategy_id":0,"source":"simplywall_highlight","symbols":["CHAT","AGIX","BMRN","BK7095","IE00B19Z3B42.SGD","ARTY","IE00B19Z3581.USD","BK4139","IE00B7SZLL34.SGD","VTHR","IE0002270589.USD","BMRN.AU","BK4566","QTOC","AIPO"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2672734134","title":"Why 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County Celebrates National Day with Diverse Events Including Apple Culture Festival, Art Performances, and Cultural Activities","url":"https://stock-news.laohu8.com/highlight/detail?id=1127433555","media":"Deep News","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1127433555?lang=en_us&edition=fundamental","pubTime":"2026-10-01 10:51","pubTimestamp":1790823063,"startTime":"0","endTime":"0","summary":"The 11th Meizhuang Apple Culture Festival was held in Longyao County. Photo by Correspondent Pan Zhifang. On September 26, at the cultural square of Meizhuang Village, Niujiaqiao Township, 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Unveils Fall 2026 Product Update with New Travel Buddies Feature and Multiple Smart Services","url":"https://stock-news.laohu8.com/highlight/detail?id=1172024031","media":"Deep News","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1172024031?lang=en_us&edition=fundamental","pubTime":"2026-10-01 10:50","pubTimestamp":1790823027,"startTime":"0","endTime":"0","summary":"Airbnb, Inc. 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