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BIZARRE: 80 - What They Never Told You

You might want to crack open Armoury Crate as Asus has some 'BIG' updates for the ROG Xbox Ally X and non-X, plus some smaller ones for the older ROG handhelds

BIG.little updates?

PC Gamer

AMD and Eviden unveil Europe's second exascale system — EPYC 'Venice' and Instinct MI430X powered system breaks the ExaFLOP barrier

AMD and Eviden will build Alice Recoque, a €554-million exascale-class supercomputer for European AI and scientific research, powered by next-generation EPYC 'Venice' CPUs and Instinct MI430X GPUs. Deployment is expected later in the decade.

Tom’s Hardware

GlobalFoundries buys silicon photonics firm Advanced Micro Foundry for undisclosed amount — move makes chipmaker one of the largest silicon photonics manufacturers

GlobalFoundries has acquired Singapore-based silicon photonics firm Advanced Micro Foundry, positioning it as one of the leading providers of this technology for AI servers.

Tom’s Hardware

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Vulkan-to-DirectX 12 translation tool used in Valve's Proton now supports AMD's FSR4 and Anti-Lag, while Nvidia's DLSS4 remains unsupported — FSR4 now also works on older GPUs, VKD3D-Proton v3.0 brings other performance improvements

Version 3.0 of Proton gets released, featuring a variety of bug fixes and performance improvements for DX12 games, and also adds support for big features such as FSR 4, Anti-Lag, and Work Graphs.

Tom’s Hardware

AMD is reportedly planning a GPU price rise as the memory shortage crisis bites and odds of decent Black Friday graphics card deals look increasingly slim

GPU prices rises are now pretty much inevitable.

PC Gamer

Asus adds separate E-Core and P-Core power management to the Z2 Extreme-powered ROG Xbox Ally X — major Armory Crate SE update released for all of its gaming handhelds

Asus is adding individual P-Core and E-Core power controls to the ROG Xbox Ally X, along with a multitude of other features, general improvements, and bug fixes for all ROG Ally devices through Armoury Crate SE. Moreover, accompanying BIOS and MCU updates also bring better stability across the board.

Tom’s Hardware

Think AI Stocks Are Overvalued? Invest in These Data Center Power Trades for the Next Growth Phase.

The next big AI trade isn’t chips or software. It’s power, and these are the top stocks to watch.

Barchart

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Arm joins Nvidia's NVLink Fusion ecosystem — Arm's Neoverse CPUs to get access to Nvidia GPUs

Arm enters into Nvidia's NVLink Fusion ecosystem, lets Arm licensees build CPUs that natively connect to Nvidia GPUs: They can now use custom CPUs and Nvidia AI accelerators.

Tom’s Hardware

AMD Is Powering the New Steam Machine. Will It Move the Needle for AMD Stock?

Valve and AMD have partnered on a custom solution to power the Steam Machine, new hardware for gamers announced on Nov. 12. Is this likely to move the needle for AMD?

Barchart

Nvidia Q3 Preview: Analysts Predict Beat And Raise — Can Jensen Huang Deliver 12th Straight Double Beat?

Semiconductor giant NVIDIA Corp (NASDAQ:NVDA) could provide the ultimate bellwether for the stock market and tech sector when the company reports third-quarter financial results on Wednesday after market close.

Benzinga

Micron, Nvidia, Apple Among Q3's 'Hot List' As Hedge Funds Load Up On Tech All Over Again

If you want to know where hedge funds pointed their biggest third-quarter bets within the tech sector, the 13F Heat Map just handed over a cheat sheet — and it's basically a semiconductor roll call.

Benzinga

Intel cancels part of its next-gen Diamond Rapids Xeon lineup, report claims — Xeon 7 will drop models with 8 memory DIMMs to focus only on 16-channel CPUs for extra memory throughput

The upcoming, next-gen Diamond Rapids server CPUs from Intel have received a big shakeup. Previously, both 8-channel and 16-channel SKUs were planned for Xeon 7, expected to succeed existing Xeon 6 models, respectively. Now, Intel has confirmed that 8CH Diamond Rapids has been officially cancelled; Xeon 7 will be only…

Tom’s Hardware

Should You Buy Nvidia Stock Before November 19 or Wait for a Post-Earnings Dip?

Nvidia is set to release its Q3 earnings this week. NVDA stock could be in a post-earnings pop given the reasonable valuations and expectations of upbeat commentary from the management.

Barchart

Nvidia Vs. AMD: The Gap Isn't Closing — It's Getting Wider

Wall Street has spent weeks obsessing over AI costs, chip bottlenecks and whether challengers like Advanced Micro Devices Inc (NASDAQ:AMD) and Broadcom Inc (NASDAQ:AVGO)are finally catching up. But as Nvidia Corp (NASDAQ:NVDA) heads into earnings on Wednesday, Jensen Huang gets a fresh chance to remind investors of one inconvenient truth:…

Benzinga

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Barchart

A $1 TRILLION Reason to Buy AMD Stock Here

AMD’s bold $1 trillion AI and data center vision signals a solid opportunity for investors ready to ride the next wave of semiconductor growth.

Benzinga

5 Stock Picks Last Week From Wall Street's Most Accurate Analysts

U.S. stocks settled mostly lower on Friday, with the Dow Jones index dipping more than 300 points during the session.

Benzinga

Clients Trust AI With Pocket Change — Not Their Retirement Savings

Artificial intelligence has dominated the news cycle with OpenAI securing non-stop partnerships between some of the biggest companies in the world with Amazon, Nvidia, Microsoft, Broadcom, Oracle, and AMD all recently teaming up.

Windows Central

MSI's Raider A18 HX has the most powerful gaming hardware possible — does that outweigh the poor battery life and loud fans?

I got my hands on MSI's Raider A18 HX gaming laptop featuring the most powerful CPU and GPU combo on the market today. Does the raw power sell the device alone, or could MSI have done more elsewhere?

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news in one place.

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Tom’s Hardware

Intel's next-gen Granite Rapids-WS server CPU lineup leaked — Xeon 654 18-core chip posts solid numbers in early Geekbench listing

Heating up the HEDT/wokstation market, SKUs from Intel's Granite Rapids-WS lineup have reportedly leaked, with the top-end Xeon 698X model likely to feature 128 cores, beating AMD's 96-core flagship Threadripper 9995WX. Intel's "extreme" tier Xeon CPUs are gunning for the top spot after years of stagnation.

MarketBeat

If You Wait for the Dip, Micron Technology Could Leave You Behind

Micron Technology is in the early stages of a significant demand boom and DRAM supercycle driven by AI and a shortage of capable memory.

PC Gamer

Despite Intel dropping the desktop CPU ball this year, its share of the market fell by just 4.9%—while AMD still lags significantly behind on mobile

Existing OEM agreements to the rescue, it seems.

Tom’s Hardware

AMD continues to chip away at Intel's X86 market share — company now sells over 25% of all x86 chips and powers 33% of all desktop systems

AMD continued to its CPU market share gains Q3 2025, surpassing one-quarter of all x86 CPU shipments and one-third of desktop shipments as Intel declined in desktops, laptops, and servers.

PC Gamer

Going ham with RAM: Adata and MSI max out DIMM capacities thanks to clock drivers and SK Hynix stacks flash with DRAM for the ultimate memory chips

Like we'll be able to afford any of it, the way things are going right now.

International Business Times UK

David Tepper, Who Netted $7B in the '08 Crisis, Trims Mag 7 Holdings in Q3 for AMD, Qualcomm

Appaloosa Management's David Tepper sold most of his Magnificent 7 stock holdings, except Nvidia, and added AMD to the portfolio in Q3.

PC Gamer

How much is that Steam Machine in the window? Let's talk potential pricing for Valve's new living room gaming box

We don't know the price of the Steam Machine—but we can take a pretty good guess.

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