AMD

  • OpenAI partners with Foxconn to manufacture AI hardware in the U.S.

  • White House urges congress to reject Nvidia AI chip export limits

  • Saudi Arabia’s Humain teams with AMD and Cisco on 100 MW AI data center

  • TSMC won’t rush new factories despite Nvidia’s push for more supply

  • Ark Invest purchases Circle shares worth $15.6M, loads positions on BitMine and Bullish

  • Oracle’s $300B AI deal meets investor drag as debt surges to $96B, stock crashes 5%

  • AMD surges 10% as Nasdaq dips while the Dow hits new record high

  • OpenAI lays down mega‑bill: $1.4 trillion+ spending needed to match its compute aspirations

  • AMD predicts 35% revenue CAGR and 80% growth in data‑center unit “without question”

  • TSMC’s October revenue up 16.9%, slowest growth since Feb 2024

  • Nvidia CEO Jensen Huang says Blackwell chips off‑limits for China for now

  • China bars foreign AI chips from government-backed data centers

  • Global tech stocks falter but no cause for panic, analysts say

  • Singapore’s central bank warns tech/AI stocks have ‘relatively stretched valuations’

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  • AMD beats Q3 revenue and EPS, but gross‑margin guidance merely meets expectations

  • Ark Invest chief Cathie Wood sees humanoid robots as next major AI breakthrough

  • Europe seeks billions for tech fund to keep strategic companies in EU region

  • US Department of Energy forges $1 billion supercomputer deal with AMD

  • BoE probes surge in AI-linked data center loans

  • AMD hits all‑time high of $250 on IBM quantum error‑correction news

  • How Sam Altman roped Microsoft, Apple, and Nvidia into OpenAI’s orbit

  • Wall Street feels danger as AI firms fund their own demand engines