Intel closes up 12%, AMD 10%, and Arm 17% on Monday amid investor optimism that Meta's Muse could boost CPU demand; AMD's market cap tops $1T for the first time
Advanced Micro Devices' market valuation surpasses $1 trillion for the first time in intraday trading.
Sources: Intel and AMD are signing longer-term CPU purchase commitments with Chinese server customers; source: some CPU product prices are up 40%+ in China YTD
U.S. chipmaking giants Intel (INTC.O) and Advanced Micro Devices (AMD.O) are signing longer-term purchase commitments …
AMD plans to ship Helios, its first rack-scale AI system to rival Nvidia, later in 2026 to Microsoft, Meta, OpenAI, and others; Helios costs an estimated $5M+
After a decade-long comeback, chip giant Advanced Micro Devices is preparing to ship its first rack-scale system for artificial intelligence …
AMD pledges to invest $10B+ in Taiwan's chip industry to make advanced chip packaging for AI, and says TSMC will ramp up production of its next-gen Venice chips
The company is investing more to meet growing demand for artificial-intelligence infrastructure — Advanced Micro Devices …
AMD reports Q1 revenue up 38% YoY to $10.25B, above $9.89B est., Data Center revenue up 57% YoY to $5.8B, and forecasts Q2 revenue above est.; AMD jumps 15%+
Advanced Micro Devices (AMD.O) forecast second-quarter revenue above Wall Street expectations on Tuesday, helped by keen demand …
AMD reports Q1 revenue up 38% YoY to $10.25B, vs. $9.89B est., Data Center revenue up 57% to $5.8B, forecasts Q2 revenue above est.; AMD jumps 7%+ after hours
Advanced Micro Devices (AMD.O) forecast second-quarter revenue above Wall Street expectations on Tuesday, betting on resilient demand …
AMD teases its next-generation CDNA 6-based MI500 AI chips built on a 2nm node, claiming 1,000x performance gains over predecessors, launching in 2027
Advanced Micro Devices (AMD.O) CEO Lisa Su showed off a number of the company's AI chips on Monday at the CES trade show in Las Vegas …
IBM says it was able to run a key quantum computing algorithm in real-time on commonly available field programmable gate array chips made by AMD
IBM (IBM.N) said on Friday it is able to run a key quantum computing algorithm on commonly available chips from Advanced Micro Devices (AMD.O) …
Oracle plans to deploy 50K AMD Instinct MI450 chips, announced in June, starting in H2 2026; the Instinct MI450 is AMD's first AI chip for rack-sized systems
Oracle Cloud Infrastructure on Tuesday announced that it will deploy 50,000 Advanced Micro Devices graphics processors starting in the second half of 2026.
Jensen Huang says AMD offering a 10% stake to OpenAI is “imaginative” and “surprising” considering that AMD was “so excited about” its next-generation chip
Nvidia CEO Jensen Huang said Wednesday that he's surprised Advanced Micro Devices offered 10% …