Browsing Tag
Advanced Micro Devices
59 posts
Meta launches $35bn equity offerings within $95bn AI funding plan as cash flow turns negative
Meta Platforms has launched common and mandatory convertible preferred stock offerings as part of a wider financing strategy that could ultimately reach $95 billion. The plan reflects the rising cost of AI infrastructure and increasing pressure on cash flow, but proposed future share sales should not be mistaken for funding already secured.
Lam Research posts record $8.2bn revenue, so why did LRCX plunge 12%?
Lam Research delivered record revenue, margins and earnings as artificial intelligence drives semiconductor equipment demand, but supply constraints, China exposure and a merely in-line December outlook triggered a sharp valuation reset.
Fermi jumps on AMD deal for Texas AI campus. Is its massive power project moving closer to reality?
Fermi has secured a credit support agreement with Advanced Micro Devices for the first phase of Project Matador, strengthening the financing framework behind its 222-megawatt Texas AI data center development.
AMD’s new Helion AI rack could change data center economics. Why is CPU power back in focus?
Advanced Micro Devices has introduced Helion, an open rack-scale architecture for agentic AI workloads, expanding its infrastructure strategy beyond GPU-intensive artificial intelligence computing.
Microsoft and Nvidia push AI agents onto laptops as cloud economics face a new test
Microsoft and Nvidia are positioning the Surface Laptop Ultra and RTX Spark architecture around powerful local artificial intelligence agents, potentially shifting selected AI workloads from hyperscale data centres onto customer-owned PCs.
AMD to buy Fei-Fei Li’s World Labs for $8.2bn in biggest push beyond AI chips
The all-stock acquisition gives AMD direct ownership of spatial-intelligence and world-model research as Lisa Su attempts to narrow Nvidia’s advantage in software, robotics and full-stack AI.
HPE lands $1.2bn Vultr AI order as Juniper synergies climb to $800m
Hewlett Packard Enterprise has secured its first order for AMD Helios AI Rack systems in a $1.2 billion deal with Vultr while sharply increasing its networking growth forecast and raising expected Juniper Networks cost synergies to $800 million.
HPE lands $1.2bn Vultr AI order as Juniper synergies climb to $800m
Hewlett Packard Enterprise has secured its first order for AMD Helios AI Rack systems in a $1.2 billion deal with Vultr while sharply increasing its networking growth forecast and raising expected Juniper Networks cost synergies to $800 million.
Advanced Micro Devices bets $8.2bn on World Labs as spatial AI becomes its next computing frontier
Advanced Micro Devices is buying World Labs for $8.2 billion to deepen its AI expertise. Find out what the deal means for its AI strategy.
NVIDIA to pay nearly 3x Hugging Face’s 2023 valuation to own the open-model hub
NVIDIA is acquiring Hugging Face for $12.93 billion, paying $11.9 billion to shareholders and reserving up to $1 billion for employee retention as it moves deeper into the software and developer layer surrounding open artificial intelligence.