AMD breaches trillion-dollar threshold on AI rally
AMD shares surged 9 percent to $610 on Monday, touching an intraday record of $613.92 and briefly lifting the Santa Clara company's market capitalizat
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Every Fin-node story mentioning AMD — 17 stories, newest first.
AMD · 17 stories
Micron Shows 512GB DDR5 Module for 2027 Servers
Micron demonstrated a 512GB DDR5 RDIMM on September 15, the first of its kind, but volume production does not arrive until the second half of 2027 so
AMD Venice benchmarks claim 2x Vera lead with compiler caveat
AMD published its first official benchmarks for the EPYC "Venice" server line on Friday, claiming the 256-core flagship is more than twice as fast as
OpenAI’s cash pile rewrites the chip power balance
OpenAI sits on $122 billion in cash with no public listing deadline, a combination that lets its finance chief treat the world’s most valuable chipmak
Nvidia's CPU push threatens Intel and AMD dominance
Nvidia's data center CPU business hit $5 billion in trailing twelve-month sales as of its fiscal second quarter 2027 report, and the company says reve
Druckenmiller Rotates Chip Holdings to AMD in Second Quarter
Stanley Druckenmiller’s family office sold out of Broadcom, Intel and Micron during the second quarter and deployed the proceeds into a new Advanced M
Desktop GPU shipments hit four-year high as Nvidia claims 90% share
Desktop discrete graphics card shipments reached 12.5 million units in the second quarter of 2026, the highest quarterly total since the first quarter
AMD’s server-CPU share climb puts a $2 trillion valuation in view
AMD shares have more than doubled this year as the chip designer captures a growing slice of the server processor market that powers artificial intell
Nvidia brings Groq inference racks to market after $20 billion deal
Nvidia said Monday its Groq 3 LPX rack has entered full production, the first commercial output from the chipmaker’s largest acquisition to date. The
AMD Claims Record X86 Share as Desktop CPU Shipments Crater
The x86 processor market grew more than 10 percent sequentially in the second quarter of 2026, defying the usual seasonal dip, yet the desktop segment
AMD slides as AI outlook misses the whisper number
AMD shares fell as much as 7.2 per cent to US$481.06 on Aug 5 after the company guided third-quarter revenue to US$13 billion, plus or minus US$300 mi
AMD posts record quarter then watches shares fall
Advanced Micro Devices delivered its strongest quarter on paper and watched the market punish it anyway. The company reported second-quarter revenue o
AMD Data Center Revenue Doubles to $6.7 Billion as Gaming Slumps
AMD’s data center segment delivered the only number that mattered this quarter: $6.7 billion in revenue, up 107 percent from $3.2 billion a year earli
AMD commits up to five billion to Anthropic for two gigawatt Helios deployment
Advanced Micro Devices said Wednesday it will invest up to $5 billion in Anthropic "in the future" as the AI company agrees to deploy two gigawatts of
Morgan Stanley leads $15B loan for Anthropic Texas campus
Morgan Stanley is arranging a $15 billion loan to Nexus Data Centers for an AI campus in Hubbard, Texas, built for Anthropic and backstopped by Google
AMD Commits Five Billion to Anthropic for Helios Rollout
Advanced Micro Devices is putting $5 billion of equity into Anthropic to lock in a multi-gigawatt pipeline for its Instinct MI455X GPUs, a bet that th
Bezos and UK Fund Back AI Materials Startup at $2.6bn
Jeff Bezos and the British government have put fresh capital into CuspAI, a two-year-old Cambridge startup now valued at $2.6bn after a $450m Series B