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17.08.26 - 11:30
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AMD eyes Taalas: will the system ditch HBM, advanced packaging, and 3D stacking? (Digitimes)
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The AI compute landscape was jolted in February 2026 by Taalas, a Canadian startup founded by former AMD and NVIDIA architect Ljubisa Bajic. Emerging with an unconventional "Model-Based" chip architecture, which bypasses software to hardwire model structures, parameters, and weights directly into silicon, Taalas emerged from stealth after raising over US$219 million in cumulative funding. Less than six months later, in early August, AMD agreed to acquire Taalas to bolster its strategic position in AI inference....
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17.08.26 - 07:30
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AMD-Aktie: Folgt jetzt der nächste Ausbruch? (Sharedeals)
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Die AMD-Aktie hat ihre Rallye am vergangenen Freitag mit einem weiteren Kurssprung von +6,5% eindrucksvoll fortgesetzt. Seit dem lokalen Tief summiert sich der Anstieg damit bereits auf rund +21%. Nach der kräftigen Erholung stellt sich nun die Frage, ob der Chipkonzern die aktuelle Dynamik beibehalten und die Rallye weiter ausbauen kann. Chartanalyse zur AMD-Aktie Die […]
The post AMD-Aktie: Folgt jetzt der nächste Ausbruch? first appeared on sharedeals.de....
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15.08.26 - 17:42
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AMD’s $566 Million SpaceX Stake Raises a Bigger Question Than AI Chip Orders (24/7 Wall St.)
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Every August, Wall Street gets a fresh batch of 13F filings — and a glimpse into what some of the world's biggest investors were buying three months earlier. This year's filings offered something more unusual: a look at who owned SpaceX (NASDAQ:SPCX) after its blockbuster June IPO. The list included some obvious names. Alphabet (NASDAQ:GOOG) ... AMD's $566 Million SpaceX Stake Raises a Bigger Question Than AI Chip Orders...
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