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04.09.26 - 23:30
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What Sputnik couldn′t do to American science, Beijing has (SCMP)
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The US government owns 9.9 per cent of Intel, converted out of US Chips Act grants, alongside a golden share in US Steel, US$400 million in the rare earth mining firm MP Materials and stakes in roughly 30 firms worth US$26.7 billion. In 2025, Nvidia and AMD gave up 15 per cent of their China chip sale revenues in exchange for export licences. The country that spent four decades advising its allies against picking winners now runs a portfolio.
The United States has not fully turned to state......
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04.09.26 - 11:31
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AT&S ist „Weltspitze!“ Chance Nvidia und AMD?! (Der Aktionaer)
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Die Depot-2030-Firma steht dank Kunden wie AMD vor enormem Wachstum. Jetzt reagieren Analysten auf die seit dem Kauf im Juli 2025 um über 600 Prozent gestiegene Aktie. Aussagen des neuen CEOs verdeutlichen die Chancen im Bereich Künstlicher Intelligenz und Defense....
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03.09.26 - 18:09
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ASUS Expands AI Infrastructure Ecosystem from Cloud to Edge (PR Newswire)
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Strategic collaborations with Intel and AMD help accelerate AI transformation SEOUL, South Korea, Sept. 3, 2026 /PRNewswire/ -- At ASUS AI Tech 2026, ASUS today announced the expansion of its AI infrastructure ecosystem through strategic collaborations with Intel®, AMD, and a broader......
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03.09.26 - 14:30
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AMD is Quietly Eating Intel′s Lunch (24/7 Wall St.)
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AMD and Intel both posted blockbuster data center quarters, but one company is bleeding billions from its own factories while the other signs gigawatt GPU deals with Anthropic and Microsoft. The gap between their margin stories reveals which x86 giant is actually winning the AI era....
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