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 billion quarter with Data Center revenue of $75 billion, up 92%, and highlighted its Blackwell AI platform scaling rapidly across major hyperscalers. AMD aims to become a credible second source for AI compute, while NVIDIA continues to dominate with vertical integration and advanced technologies like Rubin CPUs. Investors will watch AMD's Helios yields and NVIDIA's margin defense in upcoming quarters to gauge the AI hardware race's direction.
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 re...
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...
