AMD's data center segment revenue reached $6.7 billion in Q2 2026, more than doubling from $3.2 billion a year earlier, while gaming revenue fell 31% to $779 million. The surge is driven by AI infrast…
AMD's data center revenue more than doubled year-over-year to $6.7 billion in Q2 2026, driven by AI demand, while gaming revenue fell 31% to $779 million. Overall revenue rose 50% to a record $11.5 bi…
AMD reported record second-quarter revenue of $11.54 billion, up 50% year-over-year, with data center revenue more than doubling to $6.7 billion, yet shares fell 7.63% in extended trading after the co…
AMD reported Q1 2026 revenue of $10.3 billion, up 38% year-over-year, and earnings per share of $1.37, beating estimates by 9-10%, yet its stock declined in after-hours trading. The data-center segmen…
Samsung Electronics has surpassed $1 billion in sales of its next-generation high-bandwidth memory (HBM) 4 chips within about four months of mass production, which began on February 12, 2026. The comp…
Semiconductor stocks rallied Tuesday, with the PHLX Semiconductor Index surging over 6% and the S&P 500 reaching record highs, as Marvell Technology launched new AI-optimized memory products at the Fl…
The U.S. National Science Foundation has launched a $100 million program to build state and regional AI infrastructure hubs, with NVIDIA, AMD, Intel, and Dell Technologies among the private-sector par…
SOXL, the Direxion Daily Semiconductor Bull 3X ETF, jumped 18% as semiconductor stocks rebounded on AI spending outlook, with Micron, Intel, and AMD each gaining more than 7%. The rally follows a shar…
AMD is expected to report strong earnings today, driven by robust demand for its AI chips, with revenue growth accelerating from 8.9% in Q2 2024 to 37.8% in Q1 2026 and sales per employee rising from …
A single AMD MI300X GPU with 192 GB of HBM3 now serves DeepSeek's 284B-parameter DeepSeek-V4-Flash-0731 checkpoint in mixed FP4+FP8 format, requiring nine patch overlays against a vLLM ROCm nightly pl…
Anthropic has entered into a $10 billion agreement to secure computing capacity from a months-old infrastructure startup, according to sources familiar with the matter. The deal underscores Anthropic'…
Bitcoin miners are pivoting to artificial intelligence, with Hut 8 signing a second 15-year lease for 352 MW at its Beacon Point campus, bringing its total contracted AI portfolio to $26.6 billion, wh…
FFmpeg 9.0 “Lei” shipped today, adding Vulkan GPU acceleration for 360-degree video and Samsung's APV codec, plus ONNX Runtime GPU execution for AI filters, while removing the CELT decoder and droppin…
Investor Michael Burry, famed for 'The Big Short,' appears to have profited from his June 30 bet against the iShares Semiconductor ETF (SOXX), which fell 21% to $505 by July 31 after he shorted it at …
Counterpoint Research's Global Memory Tracker for Q2 2026 reports that DRAM chip prices are expected to rise again due to growing demand for agentic AI and AI server CPUs. Samsung regained the top spo…
A developer's benchmark of LLM inference on consumer hardware reveals that prefill speed, not generation, is the bottleneck for large prompts, with an 18-fold variation across machines. The test also …
SCX.ai, an Australian AI infrastructure company, is seeking to raise $40 million through a fully underwritten IPO ahead of its proposed ASX listing under the code SCX, positioning itself as Australia'…
China's National Supercomputing Internet launched API access and model downloads for DeepSeek-V4-Flash on August 4, 2026, marking the model's public beta debut. The integration provides developers wit…
Lattice Semiconductor Corp. shares rose 5.8% to close at $128.50 on Monday, hitting a 52-week high, even as the broader chip sector fell more than 20% from its summer peak. The company reported first-…
AMD reported second quarter 2026 revenue of $11.5 billion, up 50% year-over-year, with record profitability driven by Data Center revenue more than doubling to $6.7 billion. Non-GAAP diluted earnings …