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Advanced Micro Devices
47 posts
Cerebras CS-4 targets AI inference bottleneck as $CBRS races toward 600 MW
Cerebras launches CS-4 with a 30x inference claim as 600 MW expansion, $25.4 billion of obligations and cloud margins put $CBRS execution in focus.
Riot Platforms’ $9.1bn AI lease puts $2.3bn Rockdale buildout to the test
Riot’s $9.1 billion AI lease could generate up to $8.2 billion of NOI, but a $2.3 billion buildout makes financing and execution the real $RIOT test.
Microchip Technology (Nasdaq: MCHP) beats Q1 and guides Q2 above Street on data centre demand
Microchip Technology guided Q2 to $1.59-1.62B revenue and $0.91-0.95 EPS, sending MCHP up 9% after hours as data centre demand joins the industrial rebound.
GlobalFoundries (GFS) secures $300m US backing for AI silicon photonics push
GlobalFoundries’ $300 million US photonics award targets AI data bottlenecks, but government equity, manufacturing yields and falling $GFS remain key tests.
Arbor Technology targets industrial edge AI with 126-TOPS COMX-C710 module
Arbor Technology is expanding its modular edge-AI portfolio with a 126-TOPS computing platform designed to consolidate robot control, machine vision and inference workloads.
AMD launches Helios rack-scale AI platform as $AMD trades near 52-week high
AMD is moving beyond individual processors with an open, rack-scale AI architecture designed to challenge Nvidia across hardware, networking, software and data centre deployment.
HPE stock gained 3%, but its next test goes beyond the AI server rally
HPE shares joined a broader artificial intelligence infrastructure rally while a U.S. Department of Energy selection strengthened the company’s own supercomputing narrative.
Intel’s data-centre revenue jumped 22%. Why is Lip-Bu Tan cutting jobs there?
Intel is reducing roles inside the division benefiting most directly from surging demand for artificial-intelligence infrastructure, revealing how aggressively Lip-Bu Tan is pursuing efficiency across the semiconductor company.
DigitalOcean (NYSE: DOCN) jumps 13.6% as AI cloud momentum returns
DigitalOcean shares are rebounding as investors revisit its rapidly expanding artificial-intelligence backlog, accelerating revenue outlook and August 4 earnings catalyst.
Altera targets eventual IPO after Silver Lake-backed turnaround accelerates
Altera is growing again after separating from Intel, with AI infrastructure, robotics and edge systems creating a possible route towards an eventual public listing.