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Apenas manchetes de alto sinal - eventos macro, resultados, M&A, regulatório. Listicles e clickbait de analistas filtrados por padrão. Atualizado a cada hora.

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AMD's customer list keeps growing, and Nvidia should notice
TheStreet20d agoneutral
AMD's customer list keeps growing, and Nvidia should notice

AMDsigned a multibillion-dollar chip and investment deal with Anthropic on Wednesday, July 22, its second major AI infrastructure agreement in three days. Two days earlier, AMD’s Azure deal with Microsoft sent shares up as much as 5%. This time, AMD shares fell 2.5% in premarket trading, according ...

Nvidia, Amkor strike $1.5 billion chip packaging deal
Reuters21d agoneutral
Nvidia, Amkor strike $1.5 billion chip packaging deal

Amkor Technology said on Thursday it had entered a multi-year agreement ‌with Nvidia worth $1.5 billion to expand ‌advanced semiconductor packaging and test capacity in the U.S., as ​the chip industry races to build out AI infrastructure. • ⁠Under the agreement, Nvidia will make a prepayment to support the expansion ⁠of Amkor's U.S. advanced packaging operations, including capacity in Arizona. • The companies will jointly develop ​packaging and ​testing technologies for Nvidia's ​AI and accelerated-computing ‌platforms, focusing on combining different types of chips in a single package.

Historic Tesla and SpaceX Merger Looks More Likely. Is This Sell-Off Your Best Buying Opportunity Yet?
24/7 Wall St.21d agoneutral
Historic Tesla and SpaceX Merger Looks More Likely. Is This Sell-Off Your Best Buying Opportunity Yet?

The market has spent the past two years rewarding companies tied to artificial intelligence, robotics, and next-generation infrastructure. Investors are increasingly looking beyond a company’s original business and looking more closely at which ecosystem is building it. That shift is key because some of today’s biggest winners no longer fit neatly into a single industry. ... Historic Tesla and SpaceX Merger Looks More Likely. Is This Sell-Off Your Best Buying Opportunity Yet?

AMD expected to launch next generation of AI infrastructure to challenge Nvidia
Reuters21d agoneutral
AMD expected to launch next generation of AI infrastructure to challenge Nvidia

Advanced Micro Devices is set to launch a raft of AI hardware that ‌will rival Nvidia on Thursday at an event at a downtown convention ‌center in San Francisco. AMD is attempting to capture market share from Nvidia in the fast-growing data center ​chip sector, especially for so-called inference computing, which is the data crunching that occurs when a user queries a chatbot such as OpenAI's ChatGPT. AMD is expected to show off the company's data center hardware that includes its first-generation server racks called Helios, which ‌it is marketing as a ⁠rival to a similar design from Nvidia, which is rolling out its second-generation product this year.