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Nvidia dominates AI chips, but BofA sees AMD closing in
TheStreet6d agoneutral
Nvidia dominates AI chips, but BofA sees AMD closing in

Twenty years ago, Advanced Micro Devices Inc. (AMD) spent the better part of a decade selling processors into a market Intel dominated, waiting for the moment Intel could not keep pace with demand on its own. That moment eventually arrived, and AMD converted patience into real share of the server ...

MACOM Technology Solutions Q3 Earnings Call Highlights
MarketBeat6d agoneutral
MACOM Technology Solutions Q3 Earnings Call Highlights

MACOM Technology Solutions (NASDAQ:MTSI) reported record fiscal third-quarter results, citing strong demand across its data center, industrial and defense, and telecom markets. The company also issued fourth-quarter guidance that calls for another sequential increase in revenue, margins and adjusted

Bloomberg6d agoneutral
Nscale Touts $51 Billion in Contracts, Targets September US IPO

(Bloomberg) -- Nscale is telling prospective investors it has about $51 billion of total contracted revenue ahead of a US initial public offering that could take place as soon as in September, according to people familiar with the matter.Most Read from BloombergIran Says Agreement on Hormuz Shipping Reached With OmanGoogle AI Veterans Depart During Seismic Leadership ShiftWhy Do Data Centers Use So Much Fresh Water?Microsoft’s AI Sales Mostly Come From OpenAI, Disclosures ShowOpenAI Models Joine

Fluence Energy Q3 Earnings Call Highlights
MarketBeat6d agoneutral
Fluence Energy Q3 Earnings Call Highlights

Fluence Energy (NASDAQ:FLNC) reported record third-quarter order intake and backlog growth, including its first signed data-center developer order, while lowering its fiscal 2026 revenue and adjusted EBITDA outlook because of delays ramping new manufacturing capacity. President and Chief Executive