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Is Rackspace (RXT) Quietly Recasting Its Cloud Identity Around Regulated, AMD-Powered Enterprise AI?
Simply Wall St.83d agoneutral
Is Rackspace (RXT) Quietly Recasting Its Cloud Identity Around Regulated, AMD-Powered Enterprise AI?

Earlier in 2026, Rackspace Technology announced a memorandum of understanding with AMD to integrate Instinct GPUs and EPYC CPUs into a fully managed, governed enterprise AI cloud, while expanding AI collaborations with partners such as Palantir and Uniphore for regulated and sovereign workloads. This pivot toward operating AI at scale within core enterprise systems, supported by embedded platform engineering teams, signals a deeper focus on regulated, higher-value cloud and AI services...

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Jensen Huang: Nvidia can fuel AI growth despite supply constraints
Reuters Videos83d agoneutralVIDEO
Jensen Huang: Nvidia can fuel AI growth despite supply constraints

<body><p>STORY: Nvidia CEO Jensen Huang said Tuesday that his company has secured enough supply to support strong growth.</p><p>The comments come as demand for chips surges amid the AI boom.</p><p>And Huang says it's true for both the graphics chips and Nvidia's new central processing units:&nbsp;</p><p>“We've secured supply for very robust growth of all of those systems. For very robust growth of our CPUs, for very robust growth of our CPUs for storage and CX for storage, for CPUs plus GPUs for Vera Rubin. We have supply for very, very robust growth, but we're still supply constrained.”</p><p>Huang was speaking a day after Nvidia unveiled a new chip called the RTX Spark.</p><p>:: June 1, 2026</p><p>It's designed to bring advanced AI capabilities to personal computers.</p><p>Set to launch in the fall, the product will put Nvidia in direct competition with AMD, Intel, and Apple.</p><p>Huang said the RTX Spark is part of the firm's partnership with Microsoft to “reinvent the PC” for the AI era.</p><p>He was speaking during the weeklong Computex tech event in Taiwan, where he was born:&nbsp;</p><p>“Taiwan is such an incredible strategic partner for the United States because Taiwan is investing in the ecosystem, the manufacturing in the United States. If you look at TSMC and Amkor and SPIL and Wistron and Foxconn, the amount of investment they put into the United States so that the global supply chain could be as diversified and resilient, redundant as possible is incredible.”</p><p>Huang said Nvidia's Vera data center CPUs would be even more popular than its GPUs because of their key role in processing information.</p></body>

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Even Nvidia Will Struggle to Save the PC
Barrons.com83d agoneutral
Even Nvidia Will Struggle to Save the PC

Chip stocks, led by Intel and Qualcomm fell sharply, while PC stocks, led by Dell Technologies and HP jumped. A new kind of PC, even one armed with an Nvidia chip, will be an uphill climb. Amid a memory shortage, it could hardly be a worse moment to be launching a new PC platform.

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Bloomberg83d agoneutral
Nvidia Boss Says Workers Should Be Paid ‘as Much as Possible’

(Bloomberg) -- Nvidia Corp. Chief Executive Officer Jensen Huang said he pays his workers as much as possible, weighing in on a growing global debate about how profits from the AI infrastructure boom should be shared.Most Read from BloombergRussia Finance Officials Tell Putin War Spending Is UnaffordableCanada Dips Into Technical Recession for First Time Since 2020Alphabet to Raise $80 Billion in Equity for AI SpendingUS Says Deals With Iran for Safe Hormuz Transit Are ProhibitedAndrew Left Foun

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Nvidia CEO says has capacity to supply robust CPU and GPU growth
Reuters83d agoneutral
Nvidia CEO says has capacity to supply robust CPU and GPU growth

Nvidia boss Jensen Huang said on ‌Tuesday the company has enough supply ‌to accommodate robust growth for central processing units (CPUs) as ​well as graphics processing units (GPUs) as it rides a boom in artificial intelligence. Chief Executive Huang was speaking at Nvidia's GTC ‌press conference during ⁠Computex week in Taipei, a day after the $5 trillion chip giant ⁠unveiled a new chip that processes AI capabilities directly. Nvidia's new chip, which will ​be launched ​in the fall, ​puts AI capabilities directly ‌into laptops and desktop computers, pitting it against the likes of Advanced Micro Devices, Intel and Apple.

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Why Intel (INTC) Stock Is Trading Lower Today
StockStory83d agoneutral
Why Intel (INTC) Stock Is Trading Lower Today

Shares of computer processor maker Intel (NASDAQ:INTC) fell 4.1% in the afternoon session after rival Nvidia announced its foray into the personal computer chip market with a new AI superchip, posing a direct competitive threat.

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AI Trade Gets a Fresh Boost—Heard on the Street Recap
The Wall Street Journal84d agoneutral
AI Trade Gets a Fresh Boost—Heard on the Street Recap

The AI ecosystem got another boost Monday. Anthropic’s surprise IPO filing and Nvidia’s move into the PC market proved good news for a host of tech names exposed to AI. Among them, ARM Holdings jumped nearly 16% on the belief that Nvidia’s entry into PCs will boost the market share of its basic chip designs that rival the x86 chips made by Intel and AMD.

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DriveNets secures $410 million in latest funding round, AMD joins as investor
Reuters84d agoneutral
DriveNets secures $410 million in latest funding round, AMD joins as investor

DriveNets, an Israeli networking software firm, said it has raised $410 million in ‌its latest funding round led by Bessemer ‌Venture Partners and Atreides Management, taking its total capital-raise so far ​to $1 billion. New investors AMD and Red Dot Capital joined the round, while existing investors Pitango and D1 Capital Partners also participated. The company would use ‌the proceeds to meet ⁠the surging demand for large-scale AI infrastructure, CEO Ido Susan said.

AMD
AMD Nearing 52-Week High: Buy, Sell or Hold?
24/7 Wall St.84d agoneutral
AMD Nearing 52-Week High: Buy, Sell or Hold?

At $516.10, Advanced Micro Devices (NASDAQ:AMD) is a hold. The stock sits roughly 10% below its 52-week high of $527.20 after one of the most violent rerates in mega-cap tech. AMD designs the EPYC server CPUs and Instinct GPU accelerators powering the AI data center buildout, alongside Ryzen client chips and embedded silicon. The Data ... AMD Nearing 52-Week High: Buy, Sell or Hold?

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Taiwan Semiconductor Manufacturing (TSM): One of the Best Stocks According to AI
Insider Monkey84d agoneutral
Taiwan Semiconductor Manufacturing (TSM): One of the Best Stocks According to AI

We just covered the 10 Best Stocks to Buy Right Now According to AI and Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) ranks 1st on this list. Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) is the world’s largest dedicated pure-play semiconductor foundry, serving as the essential manufacturing backbone for the global technology industry. Operating an advanced manufacturing […]

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How Qualcomm Cashes In On The $600 Billion AI Binge
Trefis84d agoneutral
How Qualcomm Cashes In On The $600 Billion AI Binge

Qualcomm (QCOM) is one of the most important companies in mobile computing. Its processors and cellular modems power billions of smartphones worldwide, while its licensing business generates high-margin royalty revenue from essential wireless patents. The company has also expanded its tech into automobiles, virtual reality headsets, and AI PCs.

AMDINTCQCOM
A Look At AMD (AMD) Valuation After Venice 2nm Ramp And US$10b Taiwan AI Commitment
Simply Wall St.84d agoneutral
A Look At AMD (AMD) Valuation After Venice 2nm Ramp And US$10b Taiwan AI Commitment

Advanced Micro Devices (AMD) is back in focus after confirming that its next generation EPYC Venice data center CPUs are ramping on TSMC’s 2nm process, paired with a planned US$10b commitment to Taiwan’s AI supply chain. See our latest analysis for Advanced Micro Devices. The stock’s recent run has been sharp, with a 30 day share price return of 43.15% and a 90 day share price return of 170.28%, while the 1 year total shareholder return of 350.23% reflects strong momentum around AI and data...

AMDTSM
History Warns Advanced Micro Devices Investors About This
24/7 Wall St.84d agoneutral
History Warns Advanced Micro Devices Investors About This

Advanced Micro Devices (NASDAQ:AMD) trades at $518.09. Shares hit a fresh 52-week high after one of the sharpest one-month rallies in company history, raising whether the next AI buildout leg can justify a multiple that already discounts near perfection. AMD designs CPUs, GPUs, and adaptive silicon for data centers, PCs, game consoles, and embedded systems. ... History Warns Advanced Micro Devices Investors About This

AMDINTCNVDA
NVIDIA Rallies 4% on RTX Spark Launch as Qualcomm Falls 7% on AI PC Competition Fears
24/7 Wall St.84d agobearish
NVIDIA Rallies 4% on RTX Spark Launch as Qualcomm Falls 7% on AI PC Competition Fears

Shares of NVIDIA (NASDAQ:NVDA) are up 4% in midday trading Monday, changing hands near $220 after the chipmaker unveiled its RTX Spark superchip at Computex 2026. The rally lifts NVDA stock well above Friday’s $211 close. The opposite story is playing out at Qualcomm (NASDAQ:QCOM). QCOM stock is down 7% to roughly $234, with an ... NVIDIA Rallies 4% on RTX Spark Launch as Qualcomm Falls 7% on AI PC Competition Fears

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The real winners of Nvidia's new AI superchip
Yahoo Finance Video84d agoneutralVIDEO
The real winners of Nvidia's new AI superchip

Bokeh Capital Partners Founder and Chief Investment Officer Kimberly Forrest joins Julie Hyman on Market Catalysts to discuss Nvidia's (NVDA) new superchip, its role in the AI race, and who will use the chip.

AMDINTCNVDA
The value Nvidia's new chips will add to Windows PCs
Yahoo Finance Video84d agoneutralVIDEO
The value Nvidia's new chips will add to Windows PCs

Nvidia stock (NVDA) cruises higher to start off Monday trading after CEO Jensen Huang revealed its new N1X and RTX Spark chips at Computex Taipei 2026 over the weekend. Yahoo Finance Tech Editor Dan Howley highlights what these new chips could add to Nvidia's specs for personal computer designs.

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