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AMD, Cisco, and Humain launched an AI infrastructure deployment in Saudi Arabia powered by AMD Instinct MI355X GPUs and EPYC CPUs. The partnership targets 250 MW of capacity by 2027 and 1 GW by 2030,…
Cathie Wood's ARK Invest sold 156,286 shares of AMD worth roughly $72.8 million and purchased 243,707 shares of Nvidia valued at over $53 million, reinforcing ARK's confidence in Nvidia's dominant po…
Nvidia continues to dominate AI infrastructure despite short seller skepticism and emerging startup competition in inference chips. Trading at an attractive historical discount with massive revenue g…
Nvidia prepares to report Q2 earnings, with heightened attention on revenue concentration risks. A handful of hyperscalers drive a massive share of its data center revenue while actively developing i…
SGA's Q2 2026 letter highlighted Arm Holdings as a top performer delivering 20% revenue growth, driven by AI workloads and data center expansion. The firm noted Arm is capturing market share from leg…
BMO Capital initiated coverage on AMD with an Outperform rating and a $550 price target, citing its rack-scale AI platform Helios. Strong commitments from OpenAI, Meta, and Anthropic position AMD to …
Broadcom and AMD are surging amid strong AI demand. While AMD benefits from potential CPU demand in agentic AI deployments, Broadcom offers stronger near-term guidance, higher profit margins, and a m…
NVIDIA is aggressively expanding into the CPU market with its new Vera processor, aiming to integrate CPUs with its dominant GPU platforms for agentic AI. While facing stiff competition from Intel an…
Nvidia is expanding into the PC market with its new Arm-based N1X processor, signaling a move beyond data centers. Developed with Microsoft, the chip powers the RTX Spark for high-performance AI work…
Nvidia unveiled the 'RTX Spark' AI chip for PCs, directly challenging Intel and AMD's market dominance. By integrating Blackwell GPU technology into consumer devices via ARM architecture, Nvidia aims…
Nvidia is expanding into the consumer PC silicon market with its new RTX Spark chip, challenging established rivals. While efficiency claims remain unverified, the firm's successful launch of the DGX…