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Infleqtion received three Department of Energy research projects and led gains among the companies tied to the initiative.
AMD just added Microsoft to a customer roster that already includes OpenAI and Meta, and the stock is sitting 8% below its 52-week high with a Q2 guidance number that should make NVIDIA nervous.
Super Micro Computer just dropped a preliminary earnings update that sent its stock surging more than 20%, and the numbers behind that move suggest something fundamental may have shifted in the company's business model.
Artificial intelligence spending continues to redraw the competitive landscape across the technology sector. Companies that can secure long-term infrastructure contracts are increasingly separating themselves from those still chasing opportunities. At the same time, investors have become more selective as lofty valuations leave little room for disappointment. That backdrop was evident when Advanced Micro Devices (NASDAQ:AMD) ... AMD Just Landed a $5 Billion AI Coup — Is Nvidia’s Grip Finally Sta
BofA maintains a Buy rating and $350 price target on NVIDIA (NASDAQ: NVDA), framing the Vera launch as the opening salvo in what it considers the defining infrastructure debate of the current AI cycle. Advanced Micro Devices (NASDAQ: AMD) is the direct competitive counterpart, with its EPYC server line and Thursday's AI 2026 Day serving as the immediate market test of which performance philosophy wins enterprise adoption.
AMD is chasing a slice of a $200 billion AI accelerator market that NVIDIA currently dominates with 75% margins and an 85% revenue surge. Whether Lisa Su's second-source strategy can actually force a wedge into that grip depends on a few critical bets that could still go sideways.
AMD has just won a huge customer for its rack-scale server platform.
Anthropic plans to begin deploying the first gigawatt of AMD Helios systems in early 2027, adding another hardware platform to its expanding compute portfolio.
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...
Anthropic will purchase AMD hardware directly while also accessing additional capacity through cloud providers and neoclouds.
NVIDIA gives away its most powerful software for free, and that single decision is why its hardware business has become nearly impossible to compete with or abandon.
Super Micro Computer just posted preliminary numbers that sent margin bears scrambling for cover, and the ripple is already moving through the AI server sector in ways that could reset expectations across the board.
Investing.com -- In a major move aimed at loosening Nvidia’s stranglehold on the AI chip market, Advanced Micro Devices has sealed a blockbuster deal with Anthropic worth tens of billions of dollars for next-generation artificial intelligence servers. The agreement—first reported by The Wall Street Journal—briefly gave Wall Street an early spark. Shares of AMD spiked in pre-market trading on the news before quickly surrendering those gains, trading down 3% as a broader tech slump continues to we
Lisa Su inherited a company days away from irrelevance and turned it into an AI powerhouse challenging Nvidia. What her decade in charge actually did to a modest $10,000 stake will make you rethink every stock you ever sold too soon.
Anthropic will deploy up to 2 gigawatts of AMD's Instinct MI450 Series GPUs starting in the first half of 2027
Recently, Zacks.com users have been paying close attention to Advanced Micro (AMD). This makes it worthwhile to examine what the stock has in store.
NVDA's sovereign AI push targets governments building domestic infrastructure, opening long-term revenue opportunities beyond cloud customers.
Advanced Micro Devices has signed a deal with artificial intelligence startup Anthropic for tens of billions of dollars worth of AI servers and will invest up to $5 billion in the company, the Wall Street Journal reported on Tuesday. Industry executives have said 1 gigawatt of computing power, enough to power roughly 750,000 U.S. homes, can cost around $50 billion.
The 2-gigawatt deal covers tens of billions of dollars’ worth of chips, and AMD will invest up to $5 billion in Anthropic.
The Florida-based company, which hosts one of the largest AMD-based AI training clusters in North America, is set to combine with Apex Treasury listed in New York.
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