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.
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.
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.
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...
CNBC
Stocks Thursday from analyst calls like Nvidia - CNBC
Here are Monday's biggest analyst calls: Nvidia, Apple, Tesla, AMD, Estee Lauder, Oracle, Yelp & more · Michael Bloom · Here are Friday's biggest...
Reuters
Oracle to offer cloud services using AMD's upcoming AI chips | Reuters
Get a daily digest of breaking business news straight to your inbox with the Reuters Business newsletter. Sign up here. The deal gives AMD another...
CNBC
Oracle Cloud to deploy 50000 AMD AI chips, signaling new Nvidia competition - CNBC
AMD Chair and CEO Lisa Su looks on, on the day of a meeting of the White House Task Force on Artificial Intelligence (AI) ... Got a confidential news tip...
CNBC
OpenAI partners with Broadcom custom AI chips alongside Nvidia, AMD - CNBC
Broadcom shares climbed 7% following news of the deal. They didn't disclose financial terms. While the companies have been working together for 18...
ARPU
Weekly Debrief: AMD's Big Bet, Intel's "Prove It" Moment (Sample)
The AI arms race broadened this week, as the market's insatiable demand for compute forced a new wave of strategic partnerships and product-level execution. The central theme was the tangible move to diversify the AI supply chain, highlighted by OpenAI's massive, multi-billion dollar deal with AMD,
Bloomberg.com
Senate Passes AI Chip Export Limits on Nvidia, AMD to China - Bloomberg.com
... AI chips,” lead Democratic co-sponsor Senator Elizabeth Warren of ... Provide news feedback or report an error · Site feedback: Take our Survey.
SCMP
US Senate passes measure that limits Nvidia and AMD’s AI chip exports to China
Artificial intelligence chip firms Nvidia Corp and Advanced Micro Devices (AMD) would have to ensure American companies get priority access to their products before China under legislation the US Senate has passed, a setback for the technology industry’s efforts to block the measure.
The bipartisan legislation was easily approved in a vote late on Thursday. It is designed to bolster US competitiveness in cutting-edge industries and curb exports to China and other foreign adversaries, according...
Axios
OpenAI's massive AMD deal: Welcome to AI's mega-blob era - Axios
OpenAI's AMD deal is the latest sign big AI firms are entangling supply chains. ownership and responsibility.
CNBC
Nvidia's Huang says he's surprised AMD offered 10% of the company in 'clever' OpenAI deal
Nvidia CEO Jensen Huang said he's surprised AMD offered 10% of itself to OpenAI as part of a multibillion-dollar partnership announced earlier this...
CNBC
AMD's deal with OpenAI gives Nvidia much-needed challenger in market it dominates
AMD's big agreement this week with OpenAI gives the chipmaker a chance to cut into Nvidia's dominance in the AI market. ... Got a confidential news tip?
Bloomberg.com
Why Circular AI Deals Among OpenAI, Nvidia, AMD Are Raising Eyebrows - Bloomberg.com
Holder: I'm Sarah Holder, and this is the Big Take from Bloomberg News. Today on the show: Why a network of circular AI deals is fueling concerns...