AMD CEO Lisa Su says AMD's annual revenue growth will average more than 35% and AI data center revenue growth will average 80% over the next three to five years
Lineup confirms 2026 release for Zen 6, coming with expanded AI features Samantha Subin / CNBC : AMD stock soars 10% on strong growth projections as CEO Su calls AI spending ‘the right gamble’ Kara Gr...
In an interview, Satya Nadella says Microsoft faces a power shortage, but not a compute one, which could leave “chips sitting in inventory that I can't plug in”
Canada, UK, Europe—missed this memo. Now they're paying for it. Mon / @moninvestor : Microsoft's CEO says they have chips they can't use because there isn't enough power or data center capacity. That'...
Nvidia opens at a $5T market cap, becoming the first company to hit the milestone, climbing 5% in early trading; NVDA is up 50% in 2025 and 1,275% since 2022
US chip giant's stock propelled by strong sales of AI systems and prospect of access to China — Michael Acton in San Francisco …
Sources: Nvidia's China-only RTX 6000D receives lukewarm demand, with some seeing it as expensive given its performance lags the RTX 5090
could leave Nvidia with huge backlog of unwanted GPUs Annika Masrani / TipRanks Financial : Analysts Raise Nvidia Stock Price Forecasts despite China Risk Vinod Dsouza / Watcher Guru : Will Nvidia (NV...
Analysis: Nvidia has the biggest weight in the S&P 500 of any individual stock since 1981 and the highest P/E as the index's top stock since Microsoft in 1999
Record Concentration Puts AI Trade in Focus; BTC Risk Sentiment Watch Torsten Sløk / Apollo Academy : Extreme Concentration in the S&P 500 Continues X: Myles Udland / @mylesudland : Cool chart that un...
ASML CEO Christophe Fouquet says “while we still prepare for growth in 2026, we cannot confirm it”, after Trump threatened 30% tariffs on the EU; ASML falls 9%+
3rd Update Mauro Orru / Morningstar, Inc. : ASML Narrows Guidance Amid Tariff Uncertainty, Warns On 2026 Growth RTÉ : ASML warns it may not achieve growth in 2026 Prashant Rao / Semafor : Trump threat...
Mark Zuckerberg says spending heavily on AI infrastructure is a “strategic advantage” and vows Meta will invest “hundreds of billions” in AI over the long term
Wall Street breathes a sigh of relief X: Tae Kim / @firstadopter : For Zuckerberg to come out guns ablazing saying he expects Llama 4 to be the best AI model in the world when it comes out, if true, m...
A bear case for Nvidia: hardware competitors, LLM code translation to avoid CUDA lock-in, DeepSeek's training and inference efficiency breakthroughs, and more
DeepSeek recently released models claiming up to 45x more efficient training and inference compared to today's best-known large language models (like OpenAI's o1). … Forums: Hacker News : The impact o...
Tech stocks fall sharply over DeepSeek concerns, with NVDA down 17%+, TSM down 14%+, AMD down 6%+, ASML down 6%+, and MSFT down 3%+
Start-up's model raises questions about need for huge western hardware investment — Tech stocks tumbled on Monday as advances by Chinese artificial intelligence start …
Mark Zuckerberg says Meta is planning to invest $60B to $65B in capex in 2025, will end the year with 1.3M+ GPUs, and plans to grow its AI teams “significantly”
Market: WE LOVE AI, DO AI THING — META: Sure thing, ploughing $40bn into capex this year — Market: wait not like that — First time we've seen a negative market reaction to the reality of AI unit...