AMD Faces High Stakes in Upcoming Earnings Report
AMD heads into its Q3 earnings report with high investor expectations, as the market seeks proof that its AI business can sustain the stock's recent surge.
#AMD#Artificial Intelligence#Semiconductors
#AMD
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US and AMD Form $1 Billion Supercomputer Partnership
The U.S. Department of Energy and AMD have announced a $1 billion partnership to build two new AI supercomputers aimed at advancing research in fusion energy, cancer, and national security.
#Supercomputers#AMD#Artificial Intelligence
Qualcomm Enters AI Chip Market to Challenge Nvidia and AMD
Qualcomm has announced its entry into the AI accelerator market with new chips, the A1200 and AI250, directly challenging industry leaders Nvidia and AMD.
#Qualcomm#AI Chips#Nvidia
OpenAI Forges Major Deals Without Outside Advisers
OpenAI has forged multi-trillion-dollar deals for chips and infrastructure, largely bypassing external advisers. CEO Sam Altman and a small internal team, including President Greg Brockman and CFO Sar
#OpenAI#Sam Altman#Artificial Intelligence
OpenAI Deals Boost AMD and Broadcom in AI Chip Market
OpenAI's new chip agreements with AMD and Broadcom are boosting their stock prices and signaling a more competitive AI hardware market beyond Nvidia's dominance.
#OpenAI#AMD#Broadcom
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Oracle to Deploy 50,000 New AMD AI Chips Starting in 2026
Oracle Corp. will purchase 50,000 of AMD's upcoming MI450 AI chips for its data centers, with deployment scheduled to begin in the third quarter of 2026.
#AMD#Oracle#Artificial Intelligence
Coatue Management Bets on Arm, Sells AMD Stake
Hedge fund Coatue Management has sold a large portion of its AMD shares while initiating a major new position in chip designer Arm Holdings, projecting massive growth by 2030.
#Coatue Management#Arm Holdings#AMD
AI Fuels Market Gains, Tesla Debuts Cheaper EVs
The stock market saw mixed results this week, with AI developments boosting the S&P 500 and Nasdaq to new highs. OpenAI partnered with AMD for chips, Nvidia expressed strong AI demand, and TSMC report
#Stock Market#AI Technology#Semiconductors
Senate Passes Bill to Prioritize US Access to AI Chips
The U.S. Senate has approved a bill requiring Nvidia and AMD to prioritize American companies for access to advanced AI chips over buyers in China.
#US Senate#AI Chips#Nvidia
OpenAI's Massive Chip Deals with Nvidia, AMD, and Broadcom
OpenAI has reportedly secured over $200 billion in chip supply and investment deals with Nvidia, AMD, and Broadcom, cementing its central role in the AI industry.
#OpenAI#Nvidia#AMD
AMD Stock Surges After OpenAI Partnership
AMD stock surged 11% on Wednesday, extending a week of gains after OpenAI announced plans to buy billions in AI equipment and potentially own 10% of the chipmaker.
#AMD#OpenAI#AI Chips
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AMD and OpenAI Announce Multibillion-Dollar AI Chip Deal
OpenAI and AMD have announced a multibillion-dollar partnership for AI data centers, with OpenAI committing to buy 6 gigawatts of AMD's AI chips.
#AMD#OpenAI#Artificial Intelligence