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An analysis compares AMD and Qualcomm, favoring AMD due to surging data center GPU sales, strong AI partnerships with Microsoft and OpenAI, and cleaner momentum despite a higher valuation multiple.
AMD highlighted rapid AI adoption, product development acceleration, and a transition toward rack-scale system solutions at a Goldman Sachs conference. The company emphasized strong software expansio…
Microsoft plans to expand its global data-center footprint from 12 GW to over 38 GW by 2032. The move responds to severe server shortages and surging AI demand, which previously forced the company to…
Semiconductor demand remains strong amid expanding AI infrastructure capex and projections that global chip revenues could reach $1.6 trillion by 2030. Analysts recommend diversified semiconductor ET…
Qualcomm announced a multi-year partnership with Amazon to develop customized AI data center silicon and optical connectivity, unlocking up to $60 billion in potential revenue over a decade. The deal…
Impax Asset Management's Q2 letter highlighted surging AI data center investments and memory demand driving strong tech performance. Micron Technology rallied sharply due to explosive demand for high…
IREN surged after its 2GW Texas Sweetwater Hub cleared ERCOT's Batch Zero review, securing critical power queue positioning. The progress highlights grid access as the primary bottleneck for AI compu…
Meta faces a potential $17B-$18B teen safety settlement requiring daily usage caps and strict verification for minors. Concurrently, the company is pushing aggressive AI rollouts across Instagram and…
Bitcoin rebounded 5% to trade above $81,200, sparking a sharp recovery in crypto miners transitioning to AI data centers. Stocks like Cipher Mining and TeraWulf surged despite lacking company-specifi…
Meta faces political opposition and power grid bottlenecks in Texas over its planned $10 billion El Paso data-center project. Lawmakers and Governor Abbott are demanding stricter limits and fewer inc…
Hyperscale Data halted all Bitcoin mining operations at its Michigan facility to transition into an AI data center. To fund the infrastructure shift, the company sold roughly 79% of its Bitcoin treas…
Anthropic signed a $35 billion cloud computing deal with Nvidia-backed Lambda to power Claude AI models. The project utilizes Hut 8's Texas data center campus with Nvidia holding the facility lease, …
Dell Technologies delivered a monster beat-and-raise quarterly earnings report driven by robust AI data center demand. The strong results validate surging enterprise AI infrastructure investments, pr…
Nvidia invested $3.5 billion in MediaTek via convertible bonds to expand into custom AI processors using NVLink Fusion. The partnership deepens Nvidia's reach into data centers, automotive, and PC AI…
Nvidia shares slipped as Texas froze grid connections to audit speculative data-center projects. While current revenue remains strong, scrutiny over power capacity and inflated electricity requests t…
Palo Alto Networks (PANW) demonstrates significant volatility and a positive return profile independent of the S&P 500, capturing 176% of market gains but 125% of losses. With strong firewall growth …
Marvell posted strong Q2 results and raised forward guidance, driven by accelerating AI data center demand. Management highlighted surging optical networking adoption and a massive multi-year custom …
India's AM Intelligence ordered 9,000 Nvidia Vera Rubin AI systems as part of an $8 billion, 1-gigawatt data center expansion. The deal underscores robust multiyear global demand for Nvidia's next-ge…
AMD is investing over $10 billion in Taiwan's semiconductor ecosystem through 2029 to expand advanced packaging and system manufacturing capacity. The initiative aims to alleviate chip packaging bott…
Bitdeer secured a $400 million, five-year AI data center contract in Malaysia for its A102 facility, utilizing liquid-cooled NVIDIA GB300 NVL72 systems. Services will start in Q1 2027 as crypto miner…