AMD news — page 2

GMI Cloud is pursuing a financing arrangement valued at about $300 million to support a Thailand facility that will deploy Nvidia chips, according to wire reports on the matter.

Huawei plans to roll out a new line of AI-focused chips by 2027, signaling an intensified push into artificial intelligence hardware amid competition with Nvidia.

Snap teams up with Nvidia, AWS and Salesforce to push its augmented-reality glasses into the enterprise market, leveraging each partner’s AI, cloud and CRM capabilities.

A U.S. House committee advanced legislation to create and codify a strategic Bitcoin reserve, aiming to permanently hold Bitcoin acquired through forfeiture for a two-decade period.

Shares of Twist Bioscience and Gingko Bioworks advanced after reports of collaborations with Eli Lilly and Lilly TuneLab, marking renewed investor interest in biotech partnerships.

Wire reports indicate Coinbase has reduced trading fees for numerous active users on its Advanced trading platform, signaling a shift in its fee structure for higher-activity participants.

Apple is reportedly evaluating a return to the server market with plans that may involve in-house processors and Nvidia networking gear for AI-focused data centers.

Executives from Meta and Nvidia signaled that a pause or slowdown in AI development is not warranted, reinforcing a stance against pauses in advancing artificial intelligence technology.

Shares of CoreWeave edged higher after reports that its Vera Rubin cluster, developed with Nvidia technology, was brought online across multiple racks.

Analysts view Nvidia as continuing to outperform AMD over the next several years, with AMD’s earnings growth potential highlighted by a Piper Sandler projection through 2030.

At the All-In Summit, former President Trump spoke with Nvidia's Jensen Huang, criticizing opponents of data-center expansion and labeling certain AI developments as a hoax amid broader debates over AI pace and regulation.

Reports indicate Tesla is accelerating Optimus production with a planned customer rollout in 2027, while separate coverage discusses how AI data centers could influence electricity costs for consumers.

Apple is testing a redesigned Siri AI with expanded cross-app capabilities as the company gears up for the iPhone 18 launch, following last week’s event.

Industry observers point to cybersecurity as a possible accelerant for AI adoption, with signals from leading players underscoring an expanding intersection between AI capabilities and security needs.

European shares edged lower as a pause in AI safety developments and rising expectations for Fed rate hikes weighed on sentiment, while oil advanced on ongoing supply concerns.

Alphabet's growing custom AI accelerator chip business, pegged at about $50 billion, is shaping its competitive stance in the AI race as demand for specialized silicon rises.

As AI chip demand sustains momentum, Nvidia and Broadcom push earnings narratives that point to continued scale and share in data-center infrastructure.

A GCC integration of AMD and Intel AI instructions has emerged, with market observers noting potential for broader software collaboration and renewed investor focus on AI-related equities.

AMD's chief financial officer outlined an expanding addressable opportunity, indicating favorable long-term growth prospects for investors.

During SpaceX’s earnings discussion, Elon Musk indicated a preference related to Nvidia and AMD’s roles in AI-driven GPU design.

Nvidia reportedly contemplates a roughly $10 billion investment as Anthropic pursues a record-breaking IPO that could value the AI firm around $2 trillion

A new advanced chip announced by Apple and Taiwan Semiconductor Manufacturing Co. is drawing investor attention, with rivals like Astera Labs highlighted as potential beneficiaries in 2026

At a Citi technology conference, AMD’s chief financial officer indicated the company’s total addressable market could reach between $2 trillion and $3 trillion by 2030.

A prominent options trader known for a strategy called Situational Awareness has resumed buying options in several tech and AI-related stocks, according to wire reports.

US producer prices climbed in August, with the final-demand PPI up 0.4% month-on-month as energy costs contribute, while annual inflation for the measure edged higher

Nvidia has formed a collaboration with eight Australian firms to support a 2 gigawatt AI compute capacity expansion by 2027, aligned to a broader push into the country’s cloud and AI infrastructure.

Thursday’s coverage highlights a wave of notable analyst ratings covering Nvidia, AMD, Meta and other big-name stocks, reflecting ongoing street focus on sector leadership and growth narratives.

Rackspace Technology shares rise following news of their inclusion in Nvidia's Cloud Partner Program, with reports noting a notable intraday move.

Palantir and Nvidia announce a collaboration to bring sovereign AI to critical supply chains, launching with Nvidia's operations and building an AI stack for security-focused deployments.

Apple unveils a foldable iPhone Duo and a refreshed iPhone 18 Pro lineup in its first product event led by CEO John Ternus, signaling a potential shift toward broader hardware innovation.