Microsoft Shares Rally After Haleon AI Deal
Microsoft shares rose about 4% on July 1, 2026, after a reported five-year agreement with Haleon to expand Microsoft 365 Copilot and Azure, according to multiple outlets. The rally was partly attribut…
Microsoft shares rose about 4% on July 1, 2026, after a reported five-year agreement with Haleon to expand Microsoft 365 Copilot and Azure, according to multiple outlets. The rally was partly attribut…
Intel pivoted toward energy-efficient AI inference hardware at Computex on June 2, betting that rising data center power consumption will drive demand for Xeon-based systems over Nvidia's training GPU…
AMD's Instinct MI355X achieves roughly 80% of NVIDIA B200 throughput on GLM-5.2 inference at over 2x lower cost, delivering more than 2x better tokens-per-dollar after hand-tuning the ROCm software st…
Inference startup Wafer claims it achieved 80% of Nvidia B200 performance on AMD MI355X GPUs running GLM-5.2, with 2.6x cheaper hardware, by optimizing the software stack. The benchmark, published by …
Wafer served GLM5.2 on AMD MI355X GPUs at 2626 tokens per second per node with over 2x lower cost than NVIDIA Blackwell, achieving 213 tok/s single stream. The company used MXFP4 quantization via AMD …
Newegg is offering the ABS Stratos Ruby gaming desktop with an AMD Ryzen 7 9800X3D and Radeon RX 9070 XT for $300 off, delivering raster performance comparable to the Nvidia RTX 5070 Ti at a lower pri…
Best Buy's 4th of July sale offers Copilot+ PC deals under $1,000, featuring laptops with Qualcomm Snapdragon X2 Plus, AMD Ryzen AI 400-series, and Intel Core Ultra Series 3 chips, starting at $329.99…
Amazon has discounted the Acer Nitro V 16 gaming laptop to $1,200, matching its best-ever price. The deal offers a $100 saving on a device featuring an RTX 5060 GPU and AMD Ryzen AI 5 processor, makin…
GMKtec launched the EVO-X3 AI Workstation, powered by the AMD Ryzen AI Max+ 395 processor, targeting developers and AI professionals for local AI workloads. The compact desktop is now available global…
Intel engineers posted initial GCC compiler patches for the AI Compute Extensions (ACE), a cross-vendor x86 specification for optimizing AI and machine learning workloads. The ACE specification, devel…
BlackBerry reported Q1 revenue of $152.9 million, up 26% year-over-year, and EPS of 4 cents, beating estimates. The company's QNX operating system is now in 275 million cars and expanding into robotic…
OpenAI has proposed giving the U.S. government a 5% equity stake worth $42.6 billion to ease political pressure, with CEO Sam Altman arguing it shares AI's benefits. The plan, discussed since early 20…
Big Tech's first half saw hardware stocks surge while software stocks struggled, with Micron rising 308%, Intel 280%, and AMD 173%, as Meta fell 15% and Microsoft 23%. Wall Street remains bullish on A…
A $10,000 investment in the Philadelphia Semiconductor Index on Jan. 2, 2026, would have grown to $19,546.72 by the end of Q2, driven by AI demand, while the S&P 500 returned 9% and bitcoin lost over …
AMD announced the Versal Premium Gen 2 Memory on Package (MoP) adaptive SoC, integrating up to 32GB of LPDDR5X memory directly into the package to reduce board area by 60% for AI and defense applicati…
Andrzej Janik released ZLUDA v6 on June 29, adding 32-bit PhysX support and AI workload improvements, but announced commercial funding has ended for the third time, returning the project to a weekend …
Qualcomm unveiled a high-bandwidth compute architecture at its 2026 investor day, aiming to challenge NVIDIA and AMD in the AI datacenter market. The AI250-series Dragonfly rack systems, featuring sta…
AMD announced the Versal Premium Gen 2 Memory on Package adaptive SoCs, integrating up to 32 GB of LPDDR5X on-package to provide 288 GB/s memory bandwidth, reducing board area by 60% compared to discr…
Wall Street investors are diversifying beyond Nvidia, pouring money into other chipmakers like AMD and Intel as the AI boom expands. The shift reflects a desire to hedge bets and capitalize on the gro…
BlackBerry reported Q1 revenue of $152.9 million, up 26% year-over-year, and EPS of 4 cents, beating estimates. The company's QNX operating system is now in 275 million cars and expanding into robotic…