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RARE PHOTOS: 10 - The Real Truth

If this breakdown of the full cost of producing your favourite graphics card is accurate, then prices for certain GPUs are going to make 64 GB DDR5 kits look cheap

The RAMpocalypse is the biggest reason for this, of course, but it's only part of the whole problem.

PC Gamer

The Path to 'Peak' Nvidia: Why the AI Giant's Future Will Inevitably Include Stiff Competition

Nvidia sits at the absolute peak of its operational power, shielded by its massive CUDA moat, but the macroeconomic and competitive tides are turning.

Barchart

Amkor Technology Targets $11B Revenue by 2030 on AI Packaging, Arizona Ramp

Amkor Technology (NASDAQ:AMKR) outlined a multi-year growth strategy centered on advanced semiconductor packaging, saying the technology has moved from a back-end manufacturing step to a critical part of system performance, integration and supply-chain design. During the company presentation, execu

MarketBeat

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AMD is investing $10 billion+ into Taiwan tech to 'accelerate next-gen AI infrastructure', with some fancy new toys on the way

If in doubt, spend money.

PC Gamer

Silicon Shake-Up: The AI Trade Is Moving Beyond NVIDIA

Institutional capital is aggressively rotating out of saturated mega-cap technology companies and into undervalued foundational semiconductor equities.

MarketBeat

Nvidia's Chinese budget GPU rival can actually run games, but it isn't a threat to the RTX 5060 yet

Benchmarks for the Lisuan LX 7G100 demonstrate promising gaming GPU capabilities, and it could lead to a Chinese rival to graphics cards like the RTX 5060.

GamesRadar

AMD begins production ramp of 256-core EPYC Venice — first 2nm HPC chip claims 70% performance leap

AMD has announced that its 6th Gen EPYC processor, codenamed Venice, has entered production ramp on TSMC's N2 process in Taiwan.

Tom’s Hardware

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AMD announces production ramp of first 2 nm CPUs as Intel teases 10A and 7A chip roadmap

Moore's Law alive and kinda kicking…

PC Gamer

Cathie Wood Sells Nvidia for AMD in Q1 — Trims Tesla Stake After Hailing Musk as 'Thomas Edison of Our Age'

Cathie Wood's Ark Invest made multiple changes to its portfolio in Q1, reducing its Nvidia stake considerably while buying shares of AMD, while some analysts continue to prefer AMD over Nvidia.

International Business Times UK

Intel leans on LPDDR5X to dodge global HBM crisis, leaked Crescent Island AI GPU pics reveal massive Xe3P core — chip sidesteps HBM shortage with 160GB of cheaper memory

Images of the PCB Intel will be using with Crescent Island has been published on X, showing a single-GPU design and pads for the graphics card's 20 LPDDR5X modules.

Tom’s Hardware

China's new homegrown gaming GPU flops in performance and price — flagship $485 LX 7G100 can't keep pace with Nvidia's older RTX 4060

Lisuan Tech's LX 7G100 gaming graphics card goes up for preorder at $485, along with reviews from Chinese media outlets.

Tom’s Hardware

Rebooted AMD Ryzen 7 5800X3D CPU for the 10th anniversary of the AM4 socket spotted online for $310, keeping DDR4 and your hopes of a PC upgrade alive

Can it really be 10 years since AM4 appeared?

PC Gamer

AMD Ryzen AI Max 400 ‘Gorgon Halo’ packs up to 192GB of unified memory — refreshed APU uses Zen 5 and RDNA 3.5, and can clock up to 5.2 GHz

AMD is refreshing its Ryzen AI Max chips with the new 400 series, known as Gorgon Halo, and they’ll show up in the Ryzen AI Halo development box. That box, with last-gen Strix Halo chips, is going up for pre-order in June, starting at $3,999.

Tom’s Hardware

Ryzen 7 5800X3D AM4 10th Anniversary Edition surfaces online for $310 — return of iconic gaming CPU for budget builders seems imminent

Indian retailer lists AMD's Ryzen 7 5800X3D AM4 10th Anniversary Edition processor for $310.

Tom’s Hardware

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The Economic Times

Nvidia Q1 earnings report preview: Can NVDA beat AI chip rivals AMD, Amazon, Google, and Cerebras again? The AI giant faces its most critical Wall Street moment of the year

Nvidia Q1 earnings report: With $78.75B in expected revenue and rising competition from AMD, Cerebras, Amazon, and Google, Nvidia's Q1 FY2027 report is the single most important data point in AI infrastructure this quarter.

PC Gamer

Tech leaker suggests that AMD has a Ryzen 7 7700X3D lined up in the wings but if the specs are correct, it'll need to be genuinely cheap to sell well

Who's upgrading to AM5 these days when DDR5 is so stupidly expensive?

Barchart

AMD’s AI CPU Opportunity Is Getting Bigger and So Is the AI-Driven ‘Boom’ for AMD Stock

AMD is gaining server CPU market share as AI-driven inference demand grows. Can its expanding CPU opportunity support further upside?

Barchart

Marvell Technology Gets Boost From New AMD Stake

Marvell stock rallied yesterday as AMD revealed a new $6.5 million stake. But does that warrant loading up on MRVL shares at current levels? Let’s find out.

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news in one place.

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PC Gamer

Valorant gets Anti-Lag 2 but after testing it I don't think users with high-end AMD rigs should crack open the champagne

Lower-end rigs might have more to gain.

Tom’s Hardware

Lisa Su meets China's vice premier during China visit — AMD CEO pledges deeper investment days after Trump-Xi summit

AMD CEO Lisa Su met with Chinese Vice Premier He Lifeng at the Great Hall of the People in Beijing on Monday, pledging further investment and expanded operations in what she calls "the world’s most dynamic AI ecosystem."

GamesRadar

Subnautica 2 devs roll out first hotfix, promising "adjustments to the Terms of Service" amid EULA concerns

They "will be rolled out in the near future"

The Economic Times

Nvidia to announce Q1 earnings tonight. What to expect and why there could be a $350 billion price swing

All eyes are on Nvidia’s April quarter earnings as investors assess whether the AI chip giant can sustain its explosive growth momentum. Strong AI spending by Big Tech firms is expected to support another robust quarter, though concerns around valuations, competition, China exposure, and data centre demand continue to keep…

Barchart

Cerebras Stock Staged an Explosive IPO. Investors Now Are Betting on 1.5% of Nvidia and AMD’s Combined Market Value for a Chance at Riches.

Cerebras Systems’ explosive IPO has pushed its valuation near the $100 billion threshold, driven entirely by a market vote of confidence in its revolutionary architecture rather than current financials.

Tom’s Hardware

AMD rumored to ready budget-friendly Ryzen 7 7700X3D for suffering gamers — chipmaker lowers clocks and price with new Zen 4 X3D CPU

A hardware leaker claims AMD is preparing to launch the Ryzen 7 7700X3D, a lower-binned version of the no-longer-available Ryzen 7 7800X3D at a lower price.

The Economic Times

US stock market crashes today: Dow Jones, S&P 500, and Nasdaq fall hard as bond yields hit 19-year high - Nvidia, Broadcom, AMD, and Amazon lead massive Wall Street selloff

US stock market crashes today as Dow Jones, S&P 500 and Nasdaq plunge. The Dow Jones Industrial Average dropped more than 237 points, while the S&P 500 and Nasdaq slid deeper into negative territory as technology and AI-linked stocks faced heavy selling pressure. A perfect storm of soaring Treasury yields,…

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