AMD Aktie

 

Um den gesamten Artikel unter seekingalpha.com zu lesen, klicken Sie bitte auf die Überschrift...

Die TSMC-Aktie notiert nur wenige Prozent unter ihrem Allzeithoch. Nvidia und AMD fragen immer mehr Hochleistungschips nach, TSMCs Kapazitäten geraten an Grenzen. Der Konzern prüft deshalb einen weiteren Schritt in den USA. Noch ist offen, ob daraus ein Projekt wird....

AMD's Data Center revenue just doubled and hyperscalers are signing gigawatt-scale deals, yet our model flags a specific risk hiding in plain sight that could send the stock sharply lower before those wins fully materialize....

AMD sits near a trillion-dollar market cap with a valuation that would make most investors flinch, yet one investor keeps hitting the buy button every single month without checking the price first. Here is the logic behind that discipline and the three numbers driving it....

AMD just posted its fifth straight record quarter for server CPUs, yet a quiet structural shift in the cloud threatens to cap how far that streak can run. The answer hinges on one upcoming chip and which hyperscalers choose to deploy it....

Meta's rapid rollout of its Muse AI agent is emerging as an early test of how agentic AI could reshape server infrastructure demand, with CPU suppliers already seeing longer lead times and AMD's latest EPYC processors reportedly booked deep into 2027....

The three chipmakers with a full year of history past $1 trillion all kept climbing. Can AMD?...

Hewlett Packard Enterprise announced a major US$1.2 billion order from Vultr, which HPE describes as the world's largest privately held cloud infrastructure company, on September 30. The agreement marks HPE's inaugural order for the AMD Helios™ AI Rack by HPE, which will be deployed across Vultr's US cloud data centers to power large-scale model training and inference workloads for global enterprises and service providers....

Taiwan Semiconductor is the main foundry for those three chip designers, and its report could impact their stocks, too....

AMD is growing fast as the primary alternative to Nvidia in AI chips, with data center sales more than doubling year over year. Arm earns royalties across billions of devices and is finding new momentum in data centers, but its growth is more measured....

Um den gesamten Artikel unter newsbreak.com zu lesen, klicken Sie bitte auf die Überschrift...

Hewlett Packard Enterprise (HPE) sichert sich den nächsten Großauftrag im Boom um Künstliche Intelligenz. Das Unternehmen stattet den Cloud-Anbieter Vultr mit Hardware im Gesamtwert von 1,2 Milliarden Dollar aus. Die Server stammen vom Chiphersteller AMD, während HPE die Netzwerktechnik beisteuert....

Um den gesamten Artikel unter newsbreak.com zu lesen, klicken Sie bitte auf die Überschrift...

Intel (NASDAQ:INTC) stock rose 3% to $119.23 on Wednesday, capping a surprisingly strong September for the chip contender. NVIDIA (NASDAQ:NVDA) shares ticked up 1% to $230.48, while Advanced Micro Devices (NASDAQ:AMD) stock slipped 1% to $602.40. Semiconductor names showed mixed trading as investors assessed the durability of the recent rebound. The iShares Semiconductor ETF (NASDAQ:SOXX) […]...

Advanced Micro Devices' $8.2B World Labs deal could deepen its AI capabilities in spatial intelligence, robotics & rack-scale infrastructure as competition rises....

HPE gewinnt einen KI-Auftrag über 1,2 Milliarden US-Dollar. Die Aktie hat sich seit Jahresbeginn mehr als verdoppelt. AMD spielt bei dem Deal mit Cloudanbieter Vultr eine besondere Rolle, die über die Technik hinausgeht....

Acquisition Extends EMS's Reach with Fence Contractors, Dealers, and Builders and Adds Complementary Product LinesROSEMONT, Ill.--(BUSINESS WIRE)--EMS, a value-added distributor of aluminum products and a portfolio company of Wynnchurch Capital, L.P. ("Wynnchurch"), today announced the acquisition of AMD Supply ("AMD"), a distributor of fencing, hurricane shutters, and aluminum products serving the Southeastern United States. Founded in 2006 and headquartered in Deerfield Beach, Florida, AMD serves fence contractors, general contractors, manufacturers, dealers, and builders. AMD offers a broad portfolio of aluminum and vinyl fencing, hurricane shutters, standard and custom aluminum extrusions, tubular motors and accessories, screen doors, hardware, and castings. "AMD has built a differentiated business through its focus on customer service, product availability, and technical expertise," said Mike Swedick, CEO of EMS. "The acquisition expands our offering across fencing and hurricane protection products....

Um den gesamten Artikel unter seekingalpha.com zu lesen, klicken Sie bitte auf die Überschrift...

Hewlett Packard Enterprise (NYSE:HPE) stock jumped 5% to $64.55 on Wednesday after the company secured its first order for Advanced Micro Devices (NASDAQ:AMD) Helios AI Rack systems. The $1.2 billion deal with cloud provider Vultr covers deployments across Vultr's U.S. data centers and includes HPE networking, liquid cooling, and services. Dell Technologies (NYSE:DELL) shares rose […]...

Small computers optimized for agentic AI could be a lucrative revenue source for the client side of AMD's chip business....