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07.08.26 - 03:36
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AMD to buy Taalas in push for faster AI inference chips (Digitimes)
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AMD said on August 6 that it has agreed to buy Taalas, a Toronto-based startup focused on specialized AI inference silicon, in a move aimed at improving the efficiency of AI systems worldwide. The deal could help AMD compete in a rapidly growing market where companies need faster, lower-cost computing for real-time applications....
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06.08.26 - 15:12
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Supermicro′s Seventh Annual Open Storage Summit Brings Together 21 Ecosystem Partners to Share Practical Guidance on Deploying Enterprise AI at Scale (PR Newswire)
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12-session virtual event explores AI inference, agentic AI, cloud storage, and data management for production AI deployments 38 industry experts from 21 leading technology companies including AMD, DDN, Hammerspace, IBM, Intel, KIOXIA, MinIO, Nutanix, Scality, Solidigm, VAST Data, Western......
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06.08.26 - 13:48
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Load Up On AMD Because Its High Beta Will Reward You Now (24/7 Wall St.)
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AMD's brutal 2.49 beta has punished shareholders for years, but at this stage of the AI capex cycle, that same volatility becomes a weapon. The question is whether the current entry point captures the upside before the next catalyst or hands you a painful lesson in timing....
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06.08.26 - 12:36
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AMD (Advanced Micro Devices) Neutral (DPA-AFX)
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NEW YORK (dpa-AFX Analyser) - Die US-Bank JPMorgan hat das Kursziel für AMD nach Zahlen zum zweiten Quartal von 385 auf 550 US-Dollar angehoben, die Einstufung jedoch auf "Neutral" belassen. Das Wachstum im Segment Datenzentren dürfte im kommenden Geschäftsjahr ......
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06.08.26 - 08:06
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AMD (Advanced Micro Devices) Sector Perform (DPA-AFX)
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NEW YORK (dpa-AFX Analyser) - Die kanadische Bank RBC hat die Einstufung für AMD nach Zahlen zum zweiten Quartal auf "Sector Perform" mit einem Kursziel von 540 US-Dollar belassen. Nach den starken Resultaten des Wettbewerbers Intel seien die Erwartungen ......
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06.08.26 - 06:36
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AMD zwischen Chance und Enttäuschung (MarktEinblicke)
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Hohe Erwartungen belasten AMD nach den Quartalszahlen. Die langfristige Investmentstory bleibt laut Analysten dennoch intakt – dank KI und Rechenleistung.
The post AMD zwischen Chance und Enttäuschung first appeared on marktEINBLICKE....
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06.08.26 - 06:24
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One Massive AI Hardware Truth Keeps Me Loading Up On AMAT Ahead of Aug. 13 Earnings Print (24/7 Wall St.)
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I keep hitting the buy button on Applied Materials (NASDAQ:AMAT) because one truth about the AI build-out has become impossible to ignore: NVIDIA (NASDAQ:NVDA), Advanced Micro Devices (NASDAQ:AMD), and custom ASIC designers cannot ship a single next-gen AI chip without advanced wafer fab packaging, and Applied sells the etch, deposition, and CMP tools that make ... One Massive AI Hardware Truth Keeps Me Loading Up On AMAT Ahead of Aug. 13 Earnings Print...
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