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Artificial intelligence (AI) hyperscalers such as Alphabet, Amazon, Meta Platforms, and Microsoft are all investing in custom chips....

CBRS expands its AI inference reach through Oracle and AWS partnerships, strengthening its position against NVIDIA and Advanced Micro Devices....

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Two AI chip giants, one $10,000 stake each, and a five-year model that puts them on surprisingly different trajectories. The gap has nothing to do with which company is bigger....

AMD has surged over 150% this year and landed massive GPU deals with OpenAI and Anthropic, yet one metric keeps our rating stuck at hold. Here is the number that could finally change that....

Während Nvidia und AMD von den hohen Investitionen in künstliche Intelligenz profitieren, könnte Lumentum Holdings stärker als erwartet wachsen. Der Spezialist für optische Netzwerktechnik profitiert von knappen Kapazitäten, steigender Nachfrage und möglichen Margenverbesserungen. Lumentum entwickelt optische Hochgeschwindigkeitskomponenten, Datenverbindungen und optische Schalter, die den schnellen Datentransfer in KI-Rechenzentren ermöglichen. Tipp: Melde Dich für unseren an, um […] The post Lumentum-Aktie: KI-Profiteur vor neuen Höchstständen first appeared on sharedeals.de....

HGS becomes first announced GSI customer of Rackspace's Managed Compute and Inference Platform, powered by AMD...

The sizes of those contracts matter less than how easily Anthropic can walk away from them....

Alphabets Cloudgeschäft verdoppelt seinen Umsatz, und trotzdem geraten ausgerechnet die Lieferanten der Rechenzentren unter Druck....

AMD (NASDAQ:AMD) reports third-quarter results on Tuesday, Nov. 3, after the bell. The stock is up 165.22% this year, and its market cap stands near $926.5 billion. This report will show whether the AI story can hold a $1 trillion valuation. Record Results Raised the Bar for Q3 Last quarter, revenue rose 50.1% to $11.54 […]...

Global server CPU shipments are projected to surpass the 50 million-unit milestone for the first time in 2027, reaching 52.6 million units as demand accelerates alongside the industry-wide shift from AI training to inference, according to DIGITIMES Intelligence. While Intel is expected to retain its shipment crown, rival AMD is closing in fast....

Cathie Wood trennt sich vor den Quartalszahlen von AMD-Aktien: Ihre Fondsgesellschaft ARK verkaufte am Mittwoch 5.735 Papiere aus den Fonds ARKQ und ARKX. Der AMD-Kurs stieg am selben Tag um 3,24 Prozent auf 578,44 Dollar, seit Jahresbeginn liegt die Aktie 170 Prozent im Plus....

Lumentum Holdings is likely to outperform expectations amid incredible demand for optical networking components....

Industrial PC maker Advantech has opened its new North American headquarters in Tustin, California, expanding local R&D, manufacturing and system integration capabilities. The company subsequently held the Advantech Technology Summit (ATS) in Newport Beach with technology partners including AMD, Intel, Nvidia and Qualcomm to discuss edge computing and edge AI applications....

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AMD's bear case seems to hold more water....

AMD reports third-quarter earnings on Nov. 3....

A big piece of the 2026 rally in Intel (NASDAQ:INTC) has evaporated over the past month, leaving the chipmaker below the $100 mark it traded well above just weeks ago. Intel stock is down 24% over the past month to $94.26 in afternoon trading. Looking at the peer group, Advanced Micro Devices (NASDAQ:AMD) stock is […]...

Nvidia and AMD are investing $4 billion in Meta's AI ambitions. Discover four ETFs offering exposure to these tech giants and the broader AI ecosystem....