AMD's Data Center revenue surged 107% to $6.72 billion, now 58% of total revenue, driven by strong demand for EPYC processors and Helios AI accelerators. Shares have risen 164.77% year-to-date, supported by major deals with OpenAI, Meta, and Anthropic. Analysts expect earnings per share to more than double by 2027, with AMD targeting $1,000 per share if growth and AI market expansion continue. Key risks include Helios production yields, data center power limits, and export controls, but AMD's history of strong gains and rising estimates suggest potential for significant returns.
While AMD's Data Center revenue growth and share surge highlight its rising AI ambitions, Nvidia remains a dominant player with its stock trading at USD 207.45 as of Oct 30, 2026 21:41 WIB, down 2.91% on the day but still closer to its 52-week high of USD 239.27 than its low of USD 165.17. Meanwhile, Meta's shares at USD 622.64 are also below their 52-week peak of USD 777.59, showing a more moderate 1-day decline of 0.30%. On Pluang, Nvidia sees a balanced order activity with 52% selling and 48% buying, reflecting mixed investor sentiment amid the AI race.
US intelligence alleges a suspected Chinese intelligence asset, Alice Huang, formed a close relationship with NVIDIA CEO Jensen Huang while her company spent billions on NVIDIA chips. The report says US officials briefed former President Trump but to...
Alphabet Inc. introduced its newest TPU 8t and 8i, which offer significant improvements in performance per dollar compared to the previous TPU v7. This advancement leads to lower costs for AI tasks, making Google's TPU offerings among the most cost-e...
US officials investigated a former Singapore-based cloud executive suspected of spying for China who met Nvidia CEO Jensen Huang multiple times. The executive, Alice Huang, led Megaspeed, a company buying Nvidia chips to build data centers. The meeti...
Alice Huang, a Chinese citizen and executive at Nvidia partner Megaspeed, allegedly developed a close relationship with Nvidia CEO Jensen Huang while secretly passing intelligence to Beijing, according to US intelligence reports. The relationship rai...
US intelligence investigated Alice Huang, a Singapore AI cloud firm executive, suspected of spying on Nvidia CEO Jensen Huang to gather sensitive company information for China. The investigation followed concerns about illegal chip sales to China by ...
