AMD to outperform despite post-earnings slide, analysts say
AMD's strategic focus on data centers and AI infrastructure positions it for long-term growth, despite short-term market volatility. The post AMD to o...
Aug 5open_in_new
Amd (AMD) — News
74 articles · updated every 3 minutes
AMD’s data center revenue doubles to $7B as gaming sales decline
AMD's data center growth highlights a tech shift towards AI infrastructure, impacting gaming and transforming crypto miners into hybrid firms. The pos...
Aug 4open_in_new
AMD earnings report triggers stock decline despite beating estimates across the board
Despite strong earnings and strategic AI shifts, AMD's stock drop underscores market volatility and the challenges of sustaining investor expectations...
Aug 4open_in_new
AMD shares fall 7% after earnings as quarterly capex more than doubles to $808 million
Increased capital expenditures may strain AMD's cash flow, impacting future investments and potentially affecting shareholder confidence. The post AMD...
Aug 4open_in_new
Advanced Micro Devices heads into earnings with strong momentum
AMD's growth underscores the expanding AI hardware market, challenging competitors and signaling a robust future for tech infrastructure. The post Adv...
Aug 4open_in_new
Advanced Micro Devices prepares for earnings with strong server chip momentum
AMD's strong server chip momentum could solidify its position in the AI market, potentially reshaping competitive dynamics and market share. The post ...
Aug 3open_in_new
Advanced Micro Devices set to exceed Lisa Su’s $100B revenue target by 2 years
AMD's accelerated growth in AI infrastructure could redefine market dynamics, but sustaining such momentum poses significant challenges. The post Adva...
Jul 27open_in_new
Nvidia still owns the AI chip race, but AMD and Intel are making Wall Street reconsider
Nvidia holds 75-81% of AI accelerator revenue in H1 2026, but AMD and Intel stocks surged over 100% as investors rotate toward value plays. The post N...
Jul 25open_in_new
AMD chips power the AI brain inside humanoid war robots headed for the battlefield
Foundation Robotics integrates AMD Ryzen AI processors into its Phantom humanoid war robots, with $24M in DoD contracts and mass production The post A...
Jul 25open_in_new
AMD partners with Anthropic, OpenAI in $5B AI push with new Helios systems
AMD partners with Anthropic and OpenAI in a $5B AI push. Anthropic's valuation hitting $1.25T by December at 84.5% YES. The post AMD partners with Ant...
Jul 24open_in_new
AMD’s push into agentic AI demands a complete rethink of data center architecture
AMD's shift towards CPU-heavy architectures for agentic AI could significantly expand the market for high-core-count server CPUs, impacting AI infrast...
Jul 23open_in_new
Needham sees AMD-Anthropic deal boosting Riot Platforms leasing prospects
Needham maintains Buy on Riot Platforms after AMD's $5B Anthropic deal boosts demand for AI data center capacity at Riot's Rockdale facility. The post...
Jul 23open_in_new
AMD to sell billions in AI servers to Anthropic, invest up to $5B in startup
AMD plans to sell billions in AI servers to Anthropic and invest up to $5B. Anthropic's valuation hitting $1.25T by December 31 at 84.5% YES. The post...
Jul 22open_in_new
AMD sells AI servers to Anthropic, invests up to $5B in startup
AMD announces a massive partnership with Anthropic, selling up to 2 GW of MI450 GPUs and investing up to $5B in equity to challenge Nvidia's AI The po...
Jul 22open_in_new
AMD to invest up to $5B in Anthropic, challenging Nvidia in AI infrastructure
AMD plans to invest up to $5B in Anthropic, boosting its AI infrastructure role. Anthropic's valuation hitting $1.25T by December at 84.5% YES. The po...
Jul 22open_in_new
AMD and Anthropic sign major chips-and-investment deal
AMD and Anthropic sign a major chips-and-investment deal centered on MI450 AI accelerators, expanding AMD's client roster alongside OpenAI and The pos...
Jul 22open_in_new
AMD to invest up to $5 billion in Anthropic: WSJ
AMD and Anthropic sign a major chips-and-investment deal centered on MI450 AI accelerators, expanding AMD's client roster. The post AMD to invest up t...
Jul 22open_in_new
AMD invests $5B in Anthropic for 2GW AI infrastructure by 2027
AMD invests $5B in Anthropic for AI infrastructure by 2027. Anthropic's valuation hitting $1.25T by December 31 at 81.5% YES. The post AMD invests $5B...
Jul 22open_in_new
AMD prepares for Advancing AI Summit to challenge Nvidia’s dominance
AMD's Advancing AI 2026 summit showcases MI350 GPUs with 288 GB memory to challenge Nvidia's dominance, with implications for crypto compute The post ...
Jul 21open_in_new
Microsoft deploys next-gen AMD Instinct and EPYC processors in major AI infrastructure push
Microsoft will deploy AMD's next-gen Instinct MI455X GPUs and EPYC Venice processors in Azure, intensifying competition with NVIDIA in AI compute. The...
Jul 20open_in_new
AMD’s Helios platform ships H2 2026 with Microsoft Azure as first major deployment
AMD will ship its Helios rack-scale AI platform in H2 2026, delivering 1.4 exaFLOPS per rack with Microsoft Azure, Meta, and Oracle as early deployers...
Jul 20open_in_new
Earnings season highlights key reports from Alphabet, Tesla, GM, and AMD this week
Alphabet, Tesla, GM, and AMD report Q2 2026 earnings this week. Tesla's 11,509 BTC holdings and Alphabet's AI-driven growth carry major implications f...
Jul 20open_in_new
MiTAC unveils liquid-cooled 52U rack packing 96 AMD GPUs into a single unit
MiTAC debuts a 52U liquid-cooled rack with 96 AMD Instinct MI355X GPUs at COMPUTEX 2026, claiming 50% higher GPU density than standard AI configuratio...
Jul 20open_in_new
AMD surpasses Nvidia in $45B semiconductor ETF as chip sector leadership shifts
AMD has edged past Nvidia in the $45B iShares Semiconductor ETF as Micron closes in, signaling a major shift in AI-era chip sector leadership. The pos...
Jul 19open_in_new
AMD, Arm, and Intel are battling for the agentic AI crown, and the winner reshapes more than just chips
AMD, Arm, and Intel are competing for dominance in agentic AI infrastructure as CPU demand surges, with implications for crypto compute networks and T...
Jul 18open_in_new
AMD enters a new AI growth phase, and crypto miners are paying attention
AMD's Q1 2026 revenue hit $10.25B with data center sales up 57% YoY. Here's how its AI infrastructure push impacts crypto miners and decentralized GPU...
Jul 17open_in_new
AMD and Nvidia investors brace for earnings reports on Aug. 4
AMD reports fiscal Q2 2026 earnings on August 4, following Nvidia's $68.1B blowout quarter. Here's why the results matter for AI tokens and crypto mar...
Jul 17open_in_new
AI chip spending to hit $1.6T by 2030, boosting Nvidia, AMD, TSMC
The projected surge in AI chip spending could significantly reshape the tech industry, driving innovation and competition among key players. The post ...
Jul 15open_in_new
AMD rallies as Goldman lifts price target to $640
Rising AI demand boosts AMD's market potential, enhancing decentralized compute networks and challenging Nvidia's dominance. The post AMD rallies as G...
Jul 10open_in_new
Analysts raise AMD price target amid soaring AI demand, with implications for decentralized compute
Rising AI demand boosts AMD's market potential, enhancing decentralized compute networks and challenging Nvidia's dominance. The post Analysts raise A...
Jul 10open_in_new