Browsing Tag
AMD
38 posts
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.
AI chips are overheating. Can Flex and Broadcom fix the cooling crisis?
Flex and Broadcom collaborate on liquid cooling for next-generation AI XPUs. Discover why cooling technology may become the key constraint in hyperscale AI infrastructure.
Is AMD finally breaking into the enterprise AI stack with TCS by its side?
TCS and AMD join forces to develop enterprise GenAI frameworks and hybrid AI infrastructure. Explore what this means for AI deployment, performance, and industry adoption.
SK hynix commits $13.4bn to South Korean AI chip packaging plant and R&D hub
SK hynix is investing $13.4B in a South Korean AI chip packaging facility. Find out what this means for AI memory leadership and global semiconductor supply chains.
Supermicro (NASDAQ: SMCI) ramps up support for NVIDIA Rubin NVL72 with U.S. rack-scale liquid cooling
Supermicro backs NVIDIA’s Rubin NVL72 with full rack-scale liquid cooling—find out how this could reshape the AI infrastructure market in 2026 and beyond.
NVIDIA acquires SchedMD to consolidate control over AI workload scheduling via open-source Slurm
NVIDIA has acquired SchedMD, the developer of Slurm. Find out what this means for AI job scheduling, HPC infrastructure, and open-source governance.