Advanced Micro Devices, Inc. (AMD) news and analysis
AI chipmaker Tenstorrent raises $1.5 billion at a $6.2 billion valuation, with Sandisk (SNDK) among backers
Jim Keller's chip company more than doubled its valuation months after reported takeover interest from Intel and Qualcomm. Here's who invested and where the money goes.
Samsung (005930) will reportedly use TSMC (TSM) to make part of Nvidia's (NVDA) next memory chips
Nvidia asked all three of its HBM suppliers to switch to the same TSMC process. Samsung also has a backup plan if TSMC runs short.
Korean AI chip startup DeepX links its chips to Intel software and opens talks with AMD
DeepX's CEO also gave a timeline for its first Samsung 2-nanometer chip and said he wants to go public within three years.
SemiAnalysis says Nvidia's (NVDA) GTC Berlin turned away neoclouds that added AMD and Google chips
The chip research firm says neocloud executives feel pressure to stay Nvidia-only. It didn't name the companies turned away.
Marvell (MRVL), Microsoft, and Oracle are writing an open standard to build key security into data center servers
Three companies want encryption keys protected inside the server itself.
Intel (INTC) unveils D-Series AI inference card for existing data centers, with no liquid cooling required
Intel named its Crescent Island chip the Intel GPU D-Series and gave its specs: a stated peak of 1.3 petaflops of FP8, up to 480GB of memory, and 350 watts on air cooling.
AMD introduces Helion racks for AI agents, with up to 32,768 CPU cores and optional GPUs
The CPU-only version is built for hyperscalers, and AMD says it doesn't compete with the company's own Helios GPU racks.
Microsoft (MSFT) plans to run its AI products mainly on its own Maia chips starting in 2027
Microsoft expects its new Maia 300 to beat leading GPU systems on output per megawatt. Its cloud chief says Nvidia and AMD remain big partners.
The White House's $6 billion science push includes $2.4 billion in AI credits from 11 companies. Nvidia (NVDA) pledged $1 billion.
The pledges are credits and tools, not government money, and the White House didn't show how its $6 billion total adds up. Three items make up most of it.
Trump to award science medals to Musk, Brin, Huang, and Su as disclosure shows trades in their companies
It's the first time Trump has presented the medal in either term. Dell and Nadella get a separate technology award.
AMD (AMD) CEO Lisa Su outlines tens of billions in supply-chain investment as Samsung foundry talks continue
Su met SK Hynix's CEO in Seoul, with Samsung's chip chief next on her schedule. The foundry talks from March are still open.
TSMC (TSM) eyes a Texas chip campus beyond its $265 billion Arizona plan. Musk confirms Terafab talks.
A tax credit's construction-start deadline could decide whether the Texas fabs happen. Musk calls the Terafab talks just discussions.
HPE lands a $1.2 billion Vultr order for AMD (AMD) Helios racks and raises its networking outlook
HPE landed its first order for AMD Helios AI racks, worth $1.2 billion from Vultr, and raised its networking forecast. The release leaves out how many racks Vultr is buying.
Anthropic's $518 billion AI buildout: about 80% is reportedly locked in, even if the capacity goes unused
Anthropic must pay Google the difference if its compute spending falls short, Reuters reported, citing the IPO prospectus. Who else is locked in, and which deals can Anthropic cancel?
AMD agrees to buy Fei-Fei Li's World Labs for $8.2 billion in stock
AMD agreed to acquire World Labs, Fei-Fei Li's world-model startup, for about $8.2 billion in stock. Li will become AMD's chief scientist after closing, and the deal is AMD's second-largest after Xilinx.
Anthropic commits $11.6 billion to Akamai (AKAM), with a warrant for up to a 5% stake
Anthropic has committed about $11.6 billion to dedicated Akamai cloud capacity for CPU workloads under two seven-year project plans, with room to expand by up to $9 billion. Akamai issued Anthropic a warrant covering the equivalent of about 5% of its common stock, vesting in stages on a first payment and further commitments.
Three dot-com warning signs are back for AI. I'm watching for a fourth.
Chip and memory prices are climbing, bond buyers want wider spreads on AI debt, and the Fed is raising rates. Those are three warning signs from 2000. Here's the one I'm still waiting for.
The Nasdaq hit a record. Underneath, breadth not seen since 1929 and the dot-com bubble.
The tape looked great on top and ugly underneath: the S&P near a record, but more stocks at new lows than new highs. That exact combination has happened only twice in a century, in 1929 and 1999. Here is why I'm respecting it without running from it.
AMD closed above $1 trillion. Intel jumped in a good day for AI stocks.
AMD closed above $1 trillion for the first time and Intel jumped about 12 percent as falling yields and cheaper oil put the AI trade back on. I sold AMD too early, and I still own Intel.
Huawei unveils an 11-chip AI portfolio and says Ascend demand already tops supply (NVDA, AMD, INTC)
Huawei laid out an 11-chip AI infrastructure portfolio at Huawei Connect on September 17, pulled its next Ascend accelerator forward to early 2027, and said domestic demand is already outstripping supply. It is a direct challenge to Nvidia (NVDA), AMD and Intel (INTC).
Why chip prices are rising in 2026. What Nvidia (NVDA), TSMC (TSM) and AMD have each actually said.
Nvidia is reported to have told customers to expect more than 15% on AI servers, TSMC to have raised advanced-node wafer prices 5% to 10%, Samsung foundry quotes up to 15%, and AMD about 10%. Four separate reports, and four very different levels of evidence.
The circular AI trade, mapped: Nvidia (NVDA) hardware is named in only one of Anthropic's four money loops
The circular trade everyone describes runs through Microsoft: up to $15 billion in, $30 billion of Azure out, Nvidia hardware named. Anthropic's three larger loops run on Trainium, TPUs and AMD, and only Amazon's discloses the money going back.
Odyssey's new AI drives cars, flies drones and plays Grand Theft Auto. Odyssey is optimizing the model for Amazon (AMZN) Trainium.
Odyssey published results for Odyssey-3, a shared world model it says can be adapted to robot arms, humanoids, cars, drones and video games with a small layer of task-specific control data. There is no stock to buy, but Amazon and AMD are on the cap table and Odyssey is optimizing the model for AWS Trainium.
TSMC (TSM) co-COO calls AI a "three-year-old superman." The company is cautious with what it lets AI see.
Y.J. Mii, co-chief operating officer of the world's largest chipmaker, told students in Taipei that AI is powerful but does not know right from wrong. He also said TSMC is more cautious with AI tools on sensitive R&D data, for fear of leaks.