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AMD
15 articles
Sony's Base PS5 AI Upscaling Play: Why This Matters for Console Economics
Quick Spectral Super Resolution extends AI graphics to standard PS5, delaying hardware upgrade cycles and protecting Sony's install base from Pro cannibalization
GMKtec Launches $7,099 AI Mini-PC as Memory Costs Rise
GMKtec introduces its Evo-X5 Pro featuring AMD's Ryzen AI Max+ Pro 495 and 192GB of LPDDR5X-8533 memory, competing in a niche market with high component prices.
AMD's $8.2B World Labs Bet: Spatial AI as GPU Moat
AMD acquires Fei-Fei Li's startup to build world models into chip design, betting physically-grounded AI applications will drive higher-margin GPU demand than Nvidia's software push.
VGT's 27% Return: Nvidia Concentration Bets on AI Chip Dominance
With 17 percent in Nvidia and over 60 percent in semiconductors, Vanguard's tech ETF has beaten the S&P 500 for four straight years on sustained hyperscaler AI capex.
AMD's MI400 Series: Can Chiplet Design and Open Software Crack NVIDIA's AI Fortress?
AMD claims 50 percent more memory and superior precision performance in new data center GPUs, but execution on ROCm software and enterprise adoption remain unproven.
AMD Hits 30% x86 Share Milestone as Desktop Market Crumbles
AMD's Q2 client CPU share reached 30.3%, driven by notebook gains, but desktop shipments fell more than 20% year-over-year, offsetting the win.
AMD Launches $4.75 Billion Bond Sale, Its Largest U.S. Dollar Offering
Advanced Micro Devices priced a four-tranche senior unsecured note offering expected to raise $4.75 billion, with settlement set for Aug. 17.
AMD Posts Record $11.54B Revenue on AI Accelerator Demand
Advanced Micro Devices hit record quarterly revenue as data center and AI accelerator sales drove growth, even as investors weigh valuation risk.
SpaceX Goes All-In on Nvidia for AI Compute, Sending NVDA Up 4.3 Percent
Elon Musk said during SpaceX's first earnings call that all future AI infrastructure will run on Nvidia chips, citing the Vera Rubin architecture.
AMD, Eli Lilly Earnings Will Test Whether the Rally Can Broaden
The Nasdaq rose 1.0 percent Tuesday while the Russell 2000 fell 0.5 percent, a split that puts pressure on next week's earnings to justify current valuations.
Intel Falls on Weak Outlook; AMD, Deckers Gain After Hours
Intel dropped on a soft Q3 forecast and Boston Beer slid on a sales miss, while AMD and Deckers posted after-hours gains on strong results.
AMD Buys $6.5 Million Microsoft Stake Betting on AI Cloud Growth
Advanced Micro Devices acquired a $6.5 million position in Microsoft shares, signaling conviction in AI infrastructure and cloud computing growth
AMD's 320% Gain Challenges Nvidia's AI Chip Dominance
Advanced Micro Devices' strong annual performance and MI300X accelerator wins challenge Nvidia's market leadership in AI chips
Riot's Data Center Revenue Surge and AMD Deal Signal Miner Evolution, De-Risking Strategy
Riot Platforms' strategic pivot into high-performance computing, marked by increased data center revenue and a doubled AMD partnership, fundamentally redefines its business model.
Microsoft Fuels Dow Rally as AMD Breaks Out: Data Center Demand Reshapes Tech Valuations
Today's market action saw Microsoft propel the Dow while Advanced Micro Devices surged on robust data center optimism, signaling a structural shift in investor focus toward critical AI infrastructure plays.