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SHOCKING: 4 - You Need To See This

AMD CEO Lisa Su 'emphatically' rejects talk of an AI bubble — says claims are 'somewhat overstated'

AMD CEO Lisa Su used her appearance at WIRED’s Big Interview conference in San Francisco to push back against growing speculation that the AI sector is overheating.

Tom’s Hardware

AMD's Lisa Su doesn't believe there's an AI bubble: 'Emphatically, from my perspective, no'

Bound to burst?

PC Gamer

'China's Nvidia' Moore Threads Shares Surge Over 500% In Blockbuster Shanghai IPO

Shares of chipmaker Moore Threads Technology, dubbed China’s Nvidia (NASDAQ:NVDA), rose as much as 502% as it debuted in Shanghai on Friday.

Benzinga

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read the most diverse news in one place.

Lisa Su Says AMD Will Pay Trump's 15% Fee To Resume China AI Chip Sales Despite Beijing's Partial Block On Foreign Silicon

On Thursday, Advanced Micro Devices, Inc. (NASDAQ:AMD) CEO Lisa Su said that the company is prepared to restart shipments of its MI308 artificial intelligence chips to China after securing U.S. export licenses.

Benzinga

Great news for Intel: It now owns fully 1% of the gaming GPU market

OK, alright, the thing about the Apple foundry contract is much bigger news.

PC Gamer

The AI Race Is a Marathon, Not a Sprint. Here Is How AMD Stock Could Still Finish First.

Despite short-term turbulence and fears over potential competitive setbacks, AMD remains well-positioned in the multi-phase AI race.

Barchart

TSMC says advanced‑node capacity falls ‘about three times short’ of AI demand — company's wafer capacity is 'still not enough' as demand continues to rise

TSMC Chairman-CEO C. C. Wei says capacity is roughly three times short of what its major customers plan to consume.

Tom’s Hardware

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AMD Stock Is the ‘King of the Hill’ Right Now. Should You Buy Shares Here?

Wall Street eyes AMD as a new AI leader, yet rich multiples mean patience may be required.

Barchart

Nvidia, Palo Alto, Coreweave, Broadcom And AMD: Why These 5 Stocks Are On Investors' Radars Today

U.S. stocks advanced on Wednesday as Nvidia's results reignited enthusiasm for AI plays. The Nasdaq climbed 0.59% to 22,564.22, the SP 500 added 0.38% to 6,642.16, and the Dow Jones Industrial Average inched up 0.1% to 46,138.77.These are the top stocks that gained the attention of retail traders and investors…

Benzinga

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.

Barchart

CEO Lisa Su Says that ‘Insatiable’ Demand Is Powering AMD. Should You Buy Its Stock Here?

AMD stock has more than doubled in the past year and remains a top investment due to its widening AI moat.

Barchart

"Record revenue and profitability" — AMD crushes Q3 expectations, and the biggest money maker might not be what you expect

AMD posted its third-quarter financial results, and they're far better than I was expecting. Here's what's driving revenue and where AMD wants to go in the coming year.

Windows Central

AMD posts record profits but it's not just all about endless chips for generating AI slop, gaming CPU and GPU sales are booming, too

AMD is going gangbusters across pretty much all segments.

PC Gamer

Meet the power broker of the AI age: OpenAI's 'builder-in-chief' helping to turn Sam Altman's trillion-dollar data center dreams into reality

Greg Brockman is OpenAI's master builder, steering a $1.4 trillion infrastructure buildout with stakes that go far beyond the tech sector.

Fortune

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Benzinga

Jim Cramer Hails 'Nice Win' As AMD Inks $1 Billion AI Deal With US Department Of Energy

CNBC’s ‘Mad Money’ host Jim Cramer on Tuesday hailed a "nice win" for Advanced Micro Devices Inc. (NASDAQ:AMD) after the chipmaker secured a $1 billion partnership with the U.S. Department of Energy.

Benzinga

US Taps AMD For Supercomputers That Could Change Energy And Medicine Forever

The U.S. government has entered into a $1 billion partnership with Advanced Micro Devices, Inc. (NASDAQ:AMD) to develop two next-generation supercomputers, a move aimed at cementing America’s technological leadership in high-performance computing.

Fortune

AMD’s Lisa Su and HP’s Enrique Lores describe how they went from ho-hum to high-end

Also: All the news and watercooler chat from Fortune.

Tom’s Guide

I spoke with an AMD VP about Windows 10 end of life and transitioning to Windows 11 — here's what you need to know

Windows 10 is mostly dead, and I got a chance to ask AMD's Justin Banta how the company is dealing with the transition to Windows 11.

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news in one place.

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Benzinga

Altimeter Capital CEO Brad Gerstner Breaks Down AMD-OpenAI GPU Bet, Says Lisa Su Is Betting The Farm To Catch Up To Rival Nvidia

Last week, Altimeter Capital CEO Brad Gerstner described Advanced Micro Devices Inc.'s (NASDAQ:AMD) multi-billion-dollar deal with Sam Altman's OpenAI as a "bet-the-farm" moment for CEO Lisa Su — one that could reshape the balance of power in the AI chip race currently dominated by Nvidia Corp. (NASDAQ:NVDA).

Benzinga

Weekend Tech Roundup: China Targets Nvidia, Meta's AI Glass Ambitions, AMD's Bet And More

From China’s crackdown on Nvidia’s AI chips to Google’s controversial AI healthcare tool, the tech industry was abuzz this week with developments that could shape the future of technology.

Tom’s Hardware

AMD will beat Nvidia to launching AI GPUs on the cutting-edge 2nm node — Instinct MI450 is officially the first AMD GPU to launch with TSMC's finest tech

AMD is set to use TSMC's leading-edge N2 fabrication process for its next-generation CDNA 5-based Instinct MI450 accelerators, but Nvidia's Rubin may have an edge over these GPUs when it comes to brute force compute performance.

Fortune

Dizzying deal delirium: How the AI bubble bursts

At our Yale Chief Executive Leadership Institute CEO Summit in June, we heard similar admonitions from over 150 top CEOs. They've seen this before.

Benzinga

Lisa Su Isn't Worried About AI Hype Fears, Says Big Bet With OpenAI Could Pay Off 'Tens Of Billions Of Dollars' — AMD Stock Spikes 1.5% After Hours

Shares of Advanced Micro Devices, Inc. (NASDAQ:AMD) extended their momentum in after-hours trading on Monday, rising 1.53% following a nearly 24% surge during the regular session.

Kiplinger

AMD Stock Surges on OpenAI Deal

Advanced Micro Devices could see tens of billions of dollars in new revenue from the ChatGPT maker as the AI infrastructure buildout accelerates.

Windows Central

"Advancing the entire AI ecosystem" — AMD and OpenAI announce bombshell computing deal worth tens of billions of dollars

AMD and OpenAI today announced a partnership that will see the former deliver 6 gigawatts of compute power over the next five years for OpenAI's next-gen infrastructure. Here's what you need to know.

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