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18.05.26 - 21:48
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Self-Improving AI Startup Recursive AI Valued at $4.65B (Bloomberg)
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Recursive, a startup creating AI that conducts experiments on how to safely improve itself, just came out of stealth. The company is valued at $4.65 billion, with backers including Google Ventures, Greycroft, Nvidia and AMD Ventures. Recursive CEO Richard Socher joins Caroline Hyde on "Bloomberg Tech." (Source: Bloomberg)...
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18.05.26 - 17:18
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AMD Price Target Vaults to $460 at Citi on $132 Billion CPU Forecast. So Why Neutral? (24/7 Wall St.)
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An analyst firm just put a much bigger number next to Advanced Micro Devices (NASDAQ:AMD), yet stopped short of telling clients to buy. Citi raised its price target on AMD to $460 from $358 while keeping a Neutral rating, anchored to a sweeping new CPU forecast that pegs the market at $132 billion by 2030. ... AMD Price Target Vaults to $460 at Citi on $132 Billion CPU Forecast. So Why Neutral?...
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18.05.26 - 15:06
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Liqid Appoints Veteran Technology Executive John Byrne to Board of Directors (Business Wire)
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Global sales, channel, and OEM go-to-market leader joins Liqid's Board as the company scales to deliver superior tokenomics across enterprise organizations, Neoclouds, and cloud service providersWESTMINSTER, Colo.--(BUSINESS WIRE)--#aiinfrastructure--Liqid® (www.liqid.com), the global leader in software-defined memory and GPU pooling infrastructure, today announced the appointment of John Byrne to its Board of Directors. Byrne joins Liqid with more than three decades of building and scaling industry-leading sales, channel, and partner organizations at Dell Technologies, Dell EMC, and AMD. Byrne brings operational discipline and expertise that will help fuel the company's continued growth as tokens become the default currency of AI infrastructure, and memory and GPU pooling move from an emerging category to enterprise standard.
Byrne has spent his career building and leading the sales and partner organizations behind some of the most consequential platforms in enterprise IT. At AMD, he served as senior ...
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18.05.26 - 13:24
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Nvidia: KI-Insider baut Milliarden-Hedge auf (Der Aktionaer)
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Leopold Aschenbrenner ist einer der spannendsten neuen Namen in der KI-Investorenlandschaft. Der frühere OpenAI-Mitarbeiter hat mit seinem Milliardenfonds Situational Awareness früh auf Strom, Rechenzentren und KI-Infrastruktur gesetzt. Das neue 13F-Filing zeigt nun: Aschenbrenner bleibt der KI-Story treu – sichert sich bei Nvidia, AMD und Broadcom aber massiv ab....
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18.05.26 - 08:12
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China′s AMEC semiconductor technology now an industry standard, adopted by rivals: founder (SCMP)
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One of China's leading semiconductor equipment makers is capable of producing some of the world's most advanced chipmaking tools, according to an interview with the company's chairman which aired on Sunday with state broadcaster China Central Television.
Gerald Yin Zhiyao of Advanced Micro-Fabrication Equipment (AMEC)'s, who is also the AMEC's founder, said that the company's plasma-etching technology had become an industry standard, and that it is now adopted by its major international......
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18.05.26 - 06:45
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AMD-Aktie mit -10% – Verkaufsdruck steigt (Sharedeals)
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Nach der starken Aufwärtsbewegung der vergangenen Monate hat die AMD-Aktie zuletzt deutlich an Momentum verloren und rund -10% korrigiert. Damit rücken kurzfristig die nächsten Unterstützungszonen in den Fokus, während sich das Chartbild zunehmend eintrübt. Die hohe Dynamik im KI- und Chipsektor sorgt dabei weiterhin für starke Schwankungen im Kursverlauf. Wie es für den Preis der […]
The post AMD-Aktie mit -10% – Verkaufsdruck steigt first appeared on sharedeals.de....
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18.05.26 - 05:06
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DIGITIMES Insight: Intel and AMD diverge as TSMC prepares price hikes (Digitimes)
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Global server markets may shift as DIGITIMES analyst Luke Lin says Intel's revenue gains stem largely from price rises while AMD posts stronger shipment-led growth. TSMC plans another price increase as customers prioritize capacity over cost, developments that could affect cloud providers, vendors, and data center economics worldwide....
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