AMD

Bloomberg
Wall Street Week | Hubbard on Fed Cut Fallout, Open Source AI, Nuclear Bet, Department Store Revival
This week, Glenn Hubbard warns that tariffs, shaky data and a mature credit cycle create risks as the Fed looks toward 2026. And, will open AI ecosystems win out over closed models, as AMD CEO Lisa Su and former IBM CEO Sam Palmisano suggest? Plus, from AI to manufacturing, soaring electricity demand is forcing a rethink of where our power comes from and how fast we can build to generate it. Later, can Macy’s reinvent the department store for today’s shopper? (Source: Bloomberg)
Wall Street Week | Hubbard on Fed Cut Fallout, Open Source AI, Nuclear Bet, Department Store Revival
Bloomberg
Why Open Source AI Could Be the Best Bet for Developers and Investors
Tech giants are pouring trillions of dollars into AI chips and data centers while the industry quietly faces a fork in the road between open source and proprietary models. AMD chair and CEO Lisa Su and former IBM CEO Sam Palmisano explain why that choice could shape the next era of computing. (Source: Bloomberg)
Why Open Source AI Could Be the Best Bet for Developers and Investors
CNBC
Oracle shares tank 15%, dragging down Nvidia, AMD, CoreWeave
Investors have questioned Oracle's AI infrastructure plans and colossal amount of debt.
Bloomberg
Intel, AMD Accused of Allowing Chips in Russian Missiles
Microchip manufacturers Intel Corp., Advanced Micro Devices Inc. and Texas Instruments Inc. were accused in a series of lawsuits of failing to keep their technology out of Russian-made weapons used to kill and wound civilians in Ukraine.
Intel, AMD Accused of Allowing Chips in Russian Missiles
Reuters
AMD chief says company ready to pay 15% tax on AI chip shipments to China | Reuters
Su made the remarks at a conference held by technology publication Wired in San Francisco. The Reuters Daily Briefing newsletter provides all the news...
Bloomberg
AMD-Backed Vultr to Build $1 Billion Chip Cluster in Ohio for AI
Cloud-computing provider Vultr is building a 50-megawatt cluster of Advanced Micro Devices Inc. artificial intelligence processors at a data center in Ohio, a move aimed at offering AI infrastructure at a lower cost.
AMD-Backed Vultr to Build $1 Billion Chip Cluster in Ohio for AI
Reuters
AMD shares rise as investors cheer AI-driven revenue growth targets | Reuters
Get a daily digest of breaking business news straight to your inbox with the Reuters Business newsletter. ... AI has set off an infrastructure race and...
CNBC
AMD stock soars 9% on strong growth projections as CEO Su calls AI spending ‘the right gamble’
Many of AMD's hyperscaler customers have beefed up spending as AI reaches an "inflection point" and companies can see the return on that spending, Su added.
CNBC
AMD stock soars 7% on strong growth projections as CEO Su calls AI spending ‘the right gamble’
Many of AMD's hyperscaler customers have beefed up spending as AI reaches an "inflection point" and companies can see the return on that spending, Su added.
CNBC
AMD stock soars as CEO Lisa Su dismisses AI spending fears - CNBC
AMD stock soars 10% on strong growth projections as CEO Su calls AI spending 'the right gamble' ... Got a confidential news tip? We want to hear from...
CNBC
AMD stock soars 10% on strong growth projections as CEO Su calls AI spending ‘the right gamble’
Many of AMD's hyperscaler customers have beefed up spending as AI reaches an "inflection point" and companies can see the return on that spending, Su added.
CNBC
AMD's Lisa Su sees 35% annual sales growth driven by 'insatiable' AI demand
Su said that AMD could be able to achieve "double-digit" share in the data center AI chip market over the next three to five years.
Bloomberg
AMD Predicts Accelerating Sales Growth Driven by Data Centers
Advanced Micro Devices Inc., Nvidia Corp.’s nearest rival in AI chips, predicted accelerating sales growth over the next five years, driven by strong demand for its data center products.
AMD Predicts Accelerating Sales Growth Driven by Data Centers
Reuters
AMD expected to outline plans for AI chip business at analyst day | Reuters
... AI. Along with the MI400 chips, AMD is also planning to launch a ... news provider, reaching billions of people worldwide every day. Reuters...
CNBC
AI trade faces key test before Nvidia earnings: AMD's analyst day - CNBC
... AI TAM outlook and boast greater share of the AI GPU market against competitors. ... Got a confidential news tip? We want to hear from you. Get In Touch...
CNBC
Dow closes up 200 points after Supreme Court probes Trump tariff argument, AMD sparks AI rebound
When it comes to short-term momentum, the news is already grim for small-cap stocks. The Russell 2000 index ended the day Tuesday at 2427.34, below...
Bloomberg.com
AMD Outlook Underwhelms Investors Following AI-Fueled Rally - Bloomberg.com
... AI boom won't live up to expectations. Chief Executive Officer ... Provide news feedback or report an error · Site feedback: Take our Survey.
CNBC
AMD reports better-than-expected results but margin guidance only meets estimates
The chipmaker is working on a major deal with OpenAI
Bloomberg
AMD Outlook Fails to Impress Investors, Cooling AI-Fueled Rally
Advanced Micro Devices Inc. failed to impress investors with its revenue outlook, halting a blistering run-up in its shares this year and adding to the concerns over an AI-fueled bubble.
AMD Outlook Fails to Impress Investors, Cooling AI-Fueled Rally
Bloomberg
AMD’s Best Month Since 2001 Brings Show-Me Pressure to Earnings
After its best month in the stock market in almost 25 years, Advanced Micro Devices Inc. needs to show that it truly is a major beneficiary of the artificial intelligence spending boom. That process begins with its earnings after the bell on Tuesday.
AMD’s Best Month Since 2001 Brings Show-Me Pressure to Earnings
The Verge
AMD, Department of Energy announce $1 billion AI supercomputer partnership | The Verge
is a news writer covering all things consumer tech. Stevie started out at Laptop Mag writing news and reviews on hardware, gaming, and AI. AMD has...
SCMP
MetaX, backed by AMD veterans, enters spotlight with Shanghai listing
Shanghai-based artificial intelligence chip start-up MetaX has stepped into the spotlight after winning approval last week from Shanghai’s exchange to list on the city’s Nasdaq-style Star Market, underscoring both China’s accelerating AI investment and its potential to challenge US chip giant Nvidia. Known in Chinese as Muxi, MetaX was founded in 2020 by three veterans of US chipmaker Advanced Micro Devices (AMD) – chairman Chen Weiliang and co-chief technology officers Peng Li and Yang Jian....
CNBC
Qualcomm announces AI chips to compete with AMD and Nvidia - CNBC
Read more CNBC tech news ... The industry has been dominated by Nvidia, whose GPUs have over 90% of the market so far and sales of which have driven the...
CNBC
AMD's stock pops nearly 8% on report IBM can use its chips for quantum computing error correction
IBM announced a quantum computing partnership with AMD in August and plans to launch a supercomputer by 2029.
Reuters
NextSilicon reveals new processor chip in challenge to Intel, AMD | Reuters
Semiconductor chips are seen on a printed circuit board in this ... news provider, reaching billions of people worldwide every day. Reuters...