AMD

Sources: US considers limiting Chinese companies to 75K Nvidia H200 chips each, less than half of what some want to buy; AMD MI325 chips also count toward a cap (www.bloomberg.com)
1 day ago China Nvidia AMD

AMD will buy $150M in Nutanix stock and provide up to $100M to fund joint initiatives to develop an infrastructure platform for powering AI applications (www.bloomberg.com)
6 days ago AI AMD

Sources: DeepSeek did not share its upcoming V4 model with US chipmakers, including AMD and Nvidia, but granted early access to Chinese companies like Huawei (www.reuters.com)
6 days ago China Nvidia AMD

Meta agrees to acquire up to 6GW of AMD Instinct GPUs in a deal valued at $100B+ that could see Meta own up to 10% of AMD; Meta plans to deploy 1GW in 2026 (www.wsj.com)
8 days ago AMD

How Silicon Valley has long ignored China's looming Taiwan invasion and its chip supply impact; US officials warned Apple, AMD, and Qualcomm about China's plans (www.nytimes.com)
8 days ago China Taiwan Apple AMD

Sources: AMD agrees to backstop a $300M loan from Goldman Sachs for Crusoe to buy AMD AI chips, the first known case of AMD chips used as debt collateral (www.theinformation.com)
12 days ago AI Goldman AMD

Fei-Fei Li's World Labs raised $1B from a16z, Nvidia, AMD, and others to advance its world models focused on robotics and scientific discovery (www.bloomberg.com)
13 days ago Robot Nvidia AMD

SIA: chip sales hit $791.7B in 2025, up 25.6% YoY, with Nvidia, AMD, and Intel accounting for $301.9B, up 40%; SIA expects sales to reach $1T in 2026 (www.reuters.com)
25 days ago Intel Nvidia AMD

Sources: Intel and AMD have notified Chinese customers of supply shortages for server CPUs, with Intel warning of delivery lead times of up to six months (www.reuters.com)
26 days ago China Intel AMD

AMD Hints the Next-Gen Xbox Console Could Launch Next Year (games.slashdot.org)
28 days ago Xbox AMD

AMD reports $390M in revenue from MI308 AI chip sales in China in Q4; CEO Lisa Su says orders were “from very early in 2025” but shipped in Q4 after US approval (asia.nikkei.com)
28 days ago China AI 4Q AMD

On an earnings call, AMD CEO Lisa Su says Microsoft's next-gen Xbox “is progressing well to support a launch in 2027” and will feature an AMD semi-custom SoC (www.theverge.com)
28 days ago Microsoft Xbox AMD

AMD reports Q4 revenue up 34% YoY to $10.3B, Data Center revenue up 39% to $5.4B, forecasts Q1 revenue below the highest projections; AMD drops 5%+ after hours (www.bloomberg.com)
28 days ago 4Q AMD

Q&A with AMD CTO Mark Papermaster, who says AMD is the first customer for TSMC's 2nm process, on AMD's rise since he joined in 2011, AI in chip design, and more (morethanmoore.substack.com)
2026-2-1 AI AMD

Intel Panther Lake laptop CPU review: the 18A-based Core Ultra X9 388H outperforms Apple's M5 and AMD's top-tier Strix Halo in some tests like 4K video exports (www.theverge.com)
2026-1-27 Intel Apple AMD

G42 CEO Peng Xiao says AI chip shipments from Nvidia, AMD, and Cerebras are set to arrive in the UAE within the next few months, as the UAE builds a 200MW hub (www.bloomberg.com)
2026-1-21 AI Nvidia AMD

Under new licensing requirements, the US Commerce Department says exports of Nvidia's H200 chips and AMD's MI325X chips will be reviewed on a case-by-case basis (www.bloomberg.com)
2026-1-14 Nvidia AMD

HP unveils the Eliteboard G1a, a compact desktop PC in the form of a keyboard, powered by an AMD Ryzen AI 300-series chip, set for March launch; pricing is TBC (www.theverge.com)
2026-1-6 AI AMD

AMD teases its next-generation CDNA 6-based MI500 AI chips built on a 2nm node, claiming 1,000x performance gains over predecessors, launching in 2027 (www.reuters.com)
2026-1-6 AI AMD

AMD unveils Ryzen AI 400 Series chips for AI PCs, with up to 12 Zen 5 CPU cores and 16 RDNA 3.5 GPU cores, built with TSMC's N4X node, available in Q1 2026 (www.tomshardware.com)
2026-1-6 AI AMD

AMD unveils two Ryzen AI Max+ chips, the 392 with 12 cores and the 388 with 8 cores, both offering 40 graphics compute units and 60 teraflops of performance (www.theverge.com)
2026-1-6 AI AMD

AMD unveils Ryzen AI 400 Series AI PC chips with 12 CPU cores, claiming 1.3x faster multitasking and 1.7x faster content creation than rivals (techcrunch.com)
2026-1-6 AI AMD

What to expect at CES 2026: laptops with new chips from Intel, Qualcomm, and AMD, more AI integrations, smart home robotics, smart glasses, and more (www.theverge.com)
2026-1-3 Intel AI Robot AMD

AMD Closes in on Intel in Latest Steam Hardware Survey (slashdot.org)
2026-1-3 Intel AMD

Driven by the AI boom, chipmakers posted $400B+ in sales in 2025; FactSet projects revenue for Nvidia, Intel, Broadcom, AMD, and Qualcomm to reach $538B in 2026 (www.wsj.com)
2025-12-30 Intel AI Nvidia AMD

Ubuntu Will Have Native AMD ROCm AI/ML and HPC Libraries In Next LTS Release (news.slashdot.org)
2025-12-11 Ubuntu AI AMD

In a series of lawsuits, Intel, AMD, Texas Instruments, and Berkshire were accused of failing to keep their tech out of Russian-made weapons used in Ukraine (www.bloomberg.com)
2025-12-11 Russia Intel Ukraine Berkshire Texas AMD

Italy-based humanoid robotics startup Generative Bionics raised €70M led by CDP Venture Capital, with participation from Tether, AMD Ventures, and others (www.bloomberg.com)
2025-12-9 Italy Startup Robot Venture Capital AMD

President Trump says the “same approach” used to let Nvidia ship H200 chips to China will also apply to “AMD, Intel, and other GREAT American Companies” (www.reuters.com)
2025-12-9 Trump China U.S. Intel Nvidia AMD

An analysis of Google TPU v6e vs AMD MI300X vs Nvidia H100/B200: Nvidia achieves a ~5x tokens-per-dollar advantage over TPU v6e and 2x advantage over MI300X (x.com)
2025-11-29 Google Nvidia AMD

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