AMD

  • Wall Street splits on AI as BlackRock’s Fink says “build” and HSBC’s banking chief says “prove it”

  • Google and Meta adopt Nvidia’s networking gear as biggest rivals turn to partners at OCP

  • Microsoft unveils Maia 300 AI chip to cut Nvidia reliance and costs

  • Trump’s August filing lists Nvidia, AMD and Microsoft trades as he honors their CEOs

  • AMD still weighing Samsung foundry deal, Lisa Su says in Seoul

  • Lisa Su promises “substantially” more supply in 2027 as $1T AMD races to fill 14GW of orders

  • AMD wants more than GPUs from its $8.2B World Labs deal

  • What did Xi Jinping tell US tech execs about AI at Trump’s state dinner?

  • AMD reaches $1 trillion market cap on AI chip demand

  • Samsung to build custom AI chip for OpenAI as partnership widens

  • Why did Nvidia spend $13B on Hugging Face acquisition?

  • Etched doubles valuation to $20.3 billion on Jane Street deal

  • AMD plans $4 to $5 billion bond sale to fund AI chip push

  • AMD launches Helios AI rack to challenge Nvidia’s data center lead

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  • Intel and AMD face server hardware squeeze as AI demand surges

  • AMD to invest $5B in Anthropic as part of compute deal starting in 2027

  • AMD stock surges over 3% as Microsoft joins Helios launch, intensifying Nvidia rivalry

  • Why is TSMC rallying today?

  • Meta sets September start for in-house Iris AI chip production

  • Nvidia challenges Intel and AMD in $200B CPU market

  • Intel surges 9% premarket as Trump reveals Apple partnership for US chipmaking

  • Nvidia pitches new Vera chip to China in latest attempt to re-enter market