AMD reported strong AI-driven revenue growth with its Instinct GPUs and EPYC CPUs, doubling its Data Center revenue in 2026 and expecting further growth in 2027. However, Broadcom poses a significant threat by co-designing custom AI chips with major hyperscalers like Google and Meta, potentially shrinking AMD's market share despite its momentum. Broadcom's AI semiconductor revenue grew 221% year-over-year, with a much higher operating margin and secured supply for future growth. Investors should watch if AMD's new Helios chips meet expectations and how Broadcom's custom silicon strategy impacts the AI accelerator market in 2027 and beyond.
Microsoft launched the Surface Laptop Ultra, its most powerful laptop ever, powered by Nvidia's new RTX Spark CPU instead of Intel processors. This marks a significant shift as Intel, which still dominates PC chips by volume, loses the top-tier marke...
AMD and Microsoft have not split their shares in over 20 years, yet both stocks have soared—AMD up 9259% and Microsoft up 923% over the past decade. AMD's data center revenue doubled, driven by strong demand for its EPYC chips, while Microsoft's Azur...
