News

On August 31, Advanced Micro Devices, Inc. (NASDAQ:AMD), Cisco Systems, Inc. (NASDAQ:CSCO), and Humain announced that their joint AI infrastructure buildout in Saudi Arabia is officially live. The deployment links AMD’s Instinct MI355X GPUs and EPYC CPUs directly with Cisco’s Silicon One-based 800G switches, giving Humain a foundation to offer GPU-as-a-service across the Middle East. […]

Advanced Micro Devices (NASDAQ:AMD) used its IFA 2026 presentation in Berlin to outline its vision for “personal AI,” introducing new high-memory Ryzen AI systems, a workstation concept and collaborations with Microsoft and SUSE intended to bring more AI workloads from cloud infrastructure to local

Cathie Wood's ARK Invest launched a new autocallable ETF that tracks the firm's other funds, which hold stocks like Tesla, Palantir and AMD.

Cerebras Systems (NASDAQ:CBRS) outlined a product roadmap centered on faster AI inference, expanded data-center capacity and new partnerships with OpenAI, Arista Networks and Advanced Micro Devices during a company event led by CEO and Co-Founder Andrew Feldman. Feldman said the company recently we

Cerebras Systems late Tuesday introduced what it described as “the fastest AI accelerator in the industry.”

Advanced Micro Devices (NasdaqGS:AMD) launched Instinct Coder, a turnkey enterprise AI inference solution co developed with Spectro Cloud and Supermicro. The new platform targets hybrid and private AI deployments and is built around AMD’s MI series accelerators. The partnership with Spectro Cloud and Supermicro focuses on simplifying rollout of enterprise AI infrastructure for corporate IT teams. For readers looking to compare AMD’s move with other companies building out AI infrastructure,...

China’s breakthrough in domestic chipmaking equipment sparked a major semiconductor sell-off, dragging down Advanced Micro Devices, Inc. (NASDAQ:AMD) despite strong fundamentals. An announcement from a manufacturing facility in Shanghai on July 27, 2026, caused a severe summer downturn for the AI semiconductor market. State-supported Shanghai Aishengna reported the production of homegrown immersion deep ultraviolet (DUV) […]

Core Scientific announces a partnership with AMD for 2.5 gigawatts of data-center capacity which could bring more than $14 billion in contracted revenue.

Super Micro Computer (NasdaqGS:SMCI) announced its new H15 server portfolio, powered by 6th Gen AMD EPYC 9006 CPUs. The launch includes systems supporting up to 256 CPU cores, new rack scale AI infrastructure, and the Helios Platform with up to 72 GPUs for large scale AI training. Super Micro Computer is leaning further into AI, cloud, and high performance computing with its latest H15 server portfolio built around next generation AMD CPUs and GPUs. For investors watching AI infrastructure,...

AMD (AMD) CEO Lisa Su took the stage at Advancing AI 2026 to unveil the chipmaker's latest AI roadmap, highlighting next-generation CPUs, GPUs, and AI rack-scale systems. During the keynote, Su touted the company's upcoming Helios platform, calling it "simply the best AI rack in the world" as AMD ramps up its challenge to rivals, including Nvidia (NVDA), in the AI infrastructure race.

At its Advancing AI 2026 event in San Francisco, Advanced Micro Devices (NASDAQ:AMD) laid out an expansive AI roadmap spanning data center racks, server CPUs, enterprise accelerators, developer software, personal AI systems and robotics platforms, while highlighting partnerships with major AI and en

AMD launched its Helios rackscale systems to rival Nvidia's Vera Rubin-powered platform.

The chipmaker secured deals with Anthropic and Microsoft this week for its Helios rack-scale system and Instinct MI455X GPUs

Advanced Micro Devices Inc (NASDAQ:AMD, XETRA:AMD) and Anthropic announced a strategic partnership on Wednesday that includes the deployment of up to 2 gigawatts of AMD's upcoming Instinct MI450 Series GPUs, a multi-year engineering collaboration, and a planned equity investment by AMD of up to...

AMD's two-day AI summit could jolt a sector that investors are losing their nerve on, but the real story has nothing to do with the chips everyone already knows are coming.

AMD has launched its Helios AI rack server platform, directly targeting the same rack-scale AI infrastructure segment as NVIDIA. The new AMD platform is being rolled out with agreements from major industry players that intend to deploy Helios in upcoming AI data center builds. This development introduces a fresh competitive threat to NVIDIA's AI rack systems, with potential implications for how large customers allocate future AI infrastructure spending. NVIDIA, traded as NasdaqGS:NVDA, now...

Microsoft Corp (NASDAQ:MSFT) and Advanced Micro Devices Inc (NASDAQ:AMD, XETRA:AMD) have announced an expanded strategic partnership focused on deploying AMD’s next-generation AI infrastructure across Microsoft Azure, including the rollout of AMD’s Helios rack-scale systems to support...

AMD stock rallied Monday after the chip giant announced an expanded AI partnership with technology giant Microsoft.

China’s Moonshot Kimi K3 AI model, described as the largest open AI model so far, has been launched and is positioned as a lower cost alternative that scores strongly on coding benchmarks. The announcement has raised questions about US leadership in AI technology and added pressure to US chip stocks, including NasdaqGS:AMD. The development highlights changing competitive pressures for global semiconductor and AI hardware suppliers. For AMD, which sells CPUs and GPUs that are used in AI...

AI Chip Stocks Under Pressure as China's Moonshot Challenges U.S. AI Leaders

AMD introduced its Versal Premium Gen 2 adaptive SoCs, targeting high bandwidth AI, networking, and aerospace workloads. The new chips bring memory in package technology and expanded security features for data intensive and defense related use cases. Advanced Micro Devices (NasdaqGS:AMD) is extending its reach beyond core CPUs and GPUs with the Versal Premium Gen 2 launch, aimed at customers that need fast, secure data processing. The stock trades at $540.88, with the share price up 4.1%...

OpenAI is testing Jalapeno chips as Broadcom expects data center deployment later this year.

Super Micro Computer (SMCI) has jumped into focus after unveiling a wave of AI data center offerings, including AMD Helios rack-scale systems, NVIDIA Vera Rubin based blueprints, Arm AGI platforms, and Intel Xeon 6+ servers. See our latest analysis for Super Micro Computer. The latest AI data center launches come on the back of sharp price swings, with SMCI’s share price falling 5.48% over the last day but rising 69.84% over 30 days and delivering a very large 5-year total shareholder return...

Qualcomm's stock was under pressure on June 1 after Nvidia CEO Jensen Huang made a surprise move that rattled the PC chip market. At Taiwan's annual Computex conference, Huang shared that Nvidia (NVDA) is entering the personal computer processor market with a new chip developed in partnership with ...

Super Micro Surges as Arm Partnership Ignites Fresh AI Growth Optimism

Laptops enabled with these chips will go live this fall.

New AI-focused PC chips arrive this fall with Dell, Lenovo, and Windows for Arm support.

Microsoft, Dell, and HP stocks popped after Nvidia announced a push into the personal computer market.

Microsoft, Dell and HP stocks popped after Nvidia announced a push into personal computers market.

At Computex, Nvidia unveiled its new N1X PC processor developed in partnership with Microsoft.