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16.06.26 - 18:30
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Apollo-Backed Rackspace Loan Jumps on AMD Data Center Deal (Bloomberg)
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Rackspace Technology Inc., a cloud-computing services company backed by Apollo Global Management Inc., saw its $1.6 billion loan jump after it signed a data center deal with Advanced Micro Devices Inc., extending a rally in debt that had traded at deeply distressed levels just two months ago....
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16.06.26 - 09:06
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AMD opens EFB front beyond CoWoS, putting Taiwan substrate trio in play (Digitimes)
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The AI data center buildout is driving demand for high-performance computing (HPC) and networking chips, sending the global IC substrate industry into a new growth cycle. Order visibility now extends two to three years, prompting Taiwan's three leading IC substrate suppliers, Unimicron, Kinsus, and Nanya PCB, to restart capacity expansion targeting GPU, CPU, and ASIC customers....
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16.06.26 - 07:00
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AMD to acquire MEXT to expand AI memory optimization tools (Digitimes)
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AMD said it will acquire MEXT, a move aimed at strengthening its AI and data center portfolio amid rising global memory demand. The deal is intended to help customers improve performance, reduce infrastructure costs, and accelerate the deployment of AI, analytics, and high-performance workloads across cloud and enterprise systems....
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