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Advanced Micro Devices
47 posts
Qualcomm targets $15bn data centre business as Meta anchors AI expansion
Qualcomm targets $15 billion in data centre revenue by 2029 as Meta, Modular and Dragonfly reshape its AI strategy. Read the full analysis now on BNT today.
Intel surges as agentic AI revives demand for the server CPUs everyone had written off
Intel jumped ~6% as agentic AI revives server CPU demand, with the GPU-to-CPU ratio shifting toward 1:1. The stock is up ~450% in a year, but analysts urge caution.
Nvidia (NVDA) enters the Windows PC market with Microsoft (MSFT) as Intel shares tumble
Microsoft and Nvidia will launch the first Windows PCs running Nvidia's N1X chip next week, per Axios. MSFT rose 5%, Intel fell 5% as the x86 era faces a new threat.
Rocket One (NASDAQ: RKTO) debuts with AMD program win as biotech pivots to orbital AI chips
A no-revenue biotech rebranded into AI-space chips and ran 60% on debut. The AMD link is real, but so is the cash burn and the looming dilution.
Samsung Electronics stock surges as $1tn valuation puts AI memory in focus
AI needs memory, not just GPUs. Samsung Electronics’ $1 trillion moment shows where investors think the next chip bottleneck sits.
Nvidia (NASDAQ: NVDA) is a $5tn company again, and this time Google’s TPUs are watching
Nvidia is back at $5 trillion. The harder question is whether Rubin can defend pricing power as Google TPUs and Broadcom ASICs scale into 2027.
Intel (INTC) crushes Q1 2026 earnings forecasts for sixth straight quarter as AI server CPU demand outpaces supply
Intel INTC beats Q1 2026 estimates by the widest margin in years. Revenue up 7%, DCAI surges 22%, 18A on track. Read what it means for Intel Foundry and the CPU race.
Super Micro Computer (NASDAQ: SMCI) expands edge AI portfolio with AMD-powered systems
Supermicro has launched new AMD-powered edge AI systems. Read why this move matters for SMCI, enterprise AI, and the next phase of distributed compute.
Can liquid cooling solve the power crisis in hyperscale AI data centers?
Can liquid cooling solve the growing power crisis in hyperscale AI data centers? Explore how advanced cooling technologies may reshape AI infrastructure.
Wall Street closes higher after Iran reaches out to CIA; S&P 500 rises 0.78 percent amid Strait of Hormuz standoff
US stocks closed higher March 4 after Iran signaled diplomacy talks. Nasdaq gained 1.29%, S&P 500 rose 0.78%, Dow up 0.49% as oil prices steadied.