Browsing Tag
AMD
43 posts
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.
Jensen Huang moves to lock in Nvidia ($NVDA), SK hynix and TSMC as the AI memory and logic axis
As memory becomes the AI bottleneck, Jensen Huang moves to lock in Nvidia, SK hynix, and TSMC supply while committing $150B a year to Taiwan. Read more.
Nokia bets on AI-native data center networking with new lab and partner ecosystem
Find out how Nokia Corporation’s AI networking lab could reshape AI data center infrastructure as $NOK hits a 52-week high.
Analog Devices (ADI) to acquire Empower Semiconductor for $1.5bn, betting on vertical power delivery as AI’s next strategic bottleneck
Analog Devices is paying $1.5 billion in cash for Empower Semiconductor as AI's power-delivery bottleneck reshapes the chip-supplier hierarchy. Read more.
Cerebras IPO priced 51% above range: How much will investors pay for AI not named Nvidia?
Cerebras priced 35% above its first range. The harder question is whether a company with 86% UAE revenue can justify $56 billion as a Nvidia alternative.
Microsoft (MSFT) trades near $424 after Q3 beat as OpenAI revenue share is eliminated
Microsoft beat Q3 expectations across the board. Then it guided $190 billion of 2026 capex and Q4 revenue below consensus. Read more.
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.
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.
Arm Holdings enters silicon production with AGI CPU built for agentic AI data centres
Arm Holdings launches its first-ever data centre CPU, the Arm AGI CPU, targeting agentic AI infrastructure. Meta is the lead partner. Read what this means for the data centre industry.
AI chips are getting too complex to test. Synopsys (NASDAQ: SNPS) thinks it has the answer
Synopsys unveils new hardware-assisted verification platforms to speed AI chip development. Find out how the move could reshape the semiconductor design ecosystem.