AMD

  • 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’

  • 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

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

  • OpenAI’s mega AI city plans hinge on custom chip breakthrough

  • Intel surges on $18 billion stake deals that boost cash and defy dilution logic

  • Major American firms lean on OpenAI’s $1T war chest for major contracts

  • Oracle and AMD expand AI alliance with massive GPU supercluster expansion

  • ASML set to benefit from AI data center surge ahead of Q3 report

  • Perplexity’s CEO says he uses AI for investor pitches

  • India’s PM Modi and Qualcomm CEO Amon hold talks on AI collaboration and tech growth