SpaceX's decision to build its AI infrastructure on NVIDIA's Vera Rubin platform, claiming 20% of NVIDIA's next-gen capacity, signals NVIDIA's advantage in allocation control rather than AMD's decline. Despite losing SpaceX, AMD reported strong Q2 results with 50.1% revenue growth and major AI customer deals including OpenAI, Meta, Anthropic, and Microsoft. AMD's data center segment is growing rapidly, and management remains optimistic about long-term targets. The AI chip market competition is intense but not one-sided, with AMD still securing significant multi-gigawatt commitments from leading AI companies.
AMD reported record revenue of $11.54 billion, driven by a 107% year-over-year increase in Data Center revenue to $6.72 billion, fueled by strong demand for EPYC server chips and MI450 GPUs in the new Helios rack. Meanwhile, NVIDIA posted an $82 bill...
The S&P 500 Index may reach 8000, supported by strong AI fundamentals and recent Treasury buybacks that lowered long-term bond yields. Growth in AI capital expenditure, rising compute prices, and enterprise adoption underpin the AI-driven market desp...
Stanley Druckenmiller’s Duquesne Family Office sold all shares of Micron, Intel, and Broadcom in Q2 2026, shifting focus to AI-related infrastructure. The fund opened new positions in Equinix, a major data center operator benefiting from AI-driven de...
AMD has seen a 117.79% gain this year, driven by a booming AI infrastructure market and record Q2 data center revenue of $6.7 billion, up 107% year-over-year. CEO Lisa Su highlighted that AI adoption is still in early stages, signaling multi-year gro...
Broadcom shares stabilized around $364 after a drop linked to Google's new custom-chip deal with Marvell, which includes a $12.2 billion warrant agreement, signaling a strategic alliance. This move challenges Broadcom's dominance in Google's custom s...
