AMD Stock Scores Price-Target Hikes On AI Computer News
AMD stock received price-target hikes from analysts following news related to its AI computer technology. The upgrades reflect growing confidence in AMD's position in the AI chip market.
AI Chips news and analysis on Web Pulse: 7045 curated articles tracking the latest AI Chips developments, tools, and research, updated continuously from vetted sources.
AMD stock received price-target hikes from analysts following news related to its AI computer technology. The upgrades reflect growing confidence in AMD's position in the AI chip market.
Qualcomm has informed customers that it will raise prices on Snapdragon chips by double-digit percentages starting September 1, citing exhausted ability to absorb higher supplier costs, a move that will likely increase A…
Google has developed a new custom AI chip designed specifically for its Gemini large language model, aiming to drastically reduce inference costs and latency by addressing the memory wall and power inefficiencies of gene…
Gartner forecasts global data center spending will reach $653 billion in 2026, a 31.7% increase over last year, as AI infrastructure drives companies to rethink asset ownership across different economic timelines. Rising…
Intel and Micron shares fell more than 7% after Broadcom's AI chip forecast missed Wall Street expectations, triggering a semiconductor selloff that erased roughly $1.3 trillion in sector market value. The rout raises qu…
Samsung Electronics and SK Hynix will announce multi-year memory chip supply contracts with US technology companies on July 24 during South Korean President Lee Jae Myung's visit to San Francisco, driven by surging deman…
Advanced Micro Devices Inc. CEO Lisa Su used the Advancing AI 2026 keynote to reposition AMD as a full-stack AI infrastructure vendor, unveiling the Helios rack and Instinct MI450 with claims of up to 30% more tokens per…
Nvidia CEO Jensen Huang told US policymakers on July 23 that fears about artificial intelligence ending humanity are 'complete nonsense,' urging the Trump administration to avoid overcorrecting on AI regulation. Huang ar…
AMD CEO Lisa Su said AI training compute needs have increased 5X annually since 2020, with inference expected to account for 60% of the AI accelerator market in 2025 versus 40% for training, up from a 50-50 split in 2024…
Intel posted second-quarter 2026 revenue of more than $16 billion, a 25 percent jump from a year earlier, with adjusted earnings per share of 42 cents doubling the 21-cent consensus estimate. The data centre and AI divis…
AMD CEO Lisa Su dismissed concerns about a potential AI industry bubble, arguing that the intertwined ecosystem of tech companies, including Nvidia, Microsoft, and OpenAI, is necessary for large-scale investments and lon…
AMD CEO Lisa Su announced the Venice series CPUs at the Advancing AI event, projecting the AI accelerator market will reach $1.4 trillion by 2030 as agentic AI drives demand. The sixth-generation EPYC 9006 Series, launch…
NVIDIA CEO Jensen Huang's new X account signals a shift toward real-time, decentralized communication with the developer community, potentially accelerating feedback loops on AI hardware and software roadmaps. The move i…
The DAC 2026 Engineering Track will feature ~90 peer-reviewed presentations from engineers designing AI accelerators, memory systems, and interconnects, with keynotes from Qualcomm EVP and CTO Baaziz Achour, Nvidia's Tim…
Intel and Lens Technology are in early discussions about a potential partnership focused on glass substrate packaging, a technology that could enable chip packages with up to 1 trillion transistors by 2030. No agreement …
AMD CEO Lisa Su unveiled next-generation Epyc CPUs at the Advancing AI 2026 event in San Francisco on Thursday, splitting Zen 6 Epyc into four classes: Venice SP7, Venice SP8, Venice-X, and Verano, with different core co…
Qualcomm will raise smartphone processor prices by a double-digit percentage after September 1, driven by rising manufacturing and memory costs that have increased smartphone bill-of-materials costs by 10-30% across the …
Intel Corporation and Lens Technology announced a strategic collaboration to develop glass substrate-based packaging solutions for AI and datacenter workloads, combining Intel's advanced packaging expertise with Lens Tec…
OpenAI expects to spend $750 billion on AI infrastructure by 2030, a 25% increase from earlier estimates, and is planning a 3.2 gigawatt data center in Georgia costing $20-30 billion, while rival Anthropic has committed …
AMD announced that its Lux supercomputer, built with AMD Instinct MI355X GPUs, EPYC CPUs, and Pensando networking at Oak Ridge National Laboratory, will become the first fully operational platform for the U.S. Department…