AMD Wins Outperform Rating and $600 Price Target on Doubling Data Center Revenue
Oppenheimer is citing strong data center momentum and projected 135% sales growth next year.
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Oppenheimer is citing strong data center momentum and projected 135% sales growth next year.
Company also announces Rhode Island acquisition plus Amazon, Google nuclear deals.
Nvidia says it has no reason to believe secrets were compromised as it probes CEO Jensen Huang over a possible foreign intelligence effort.
Microsoft is ending its deal to rent AI computing capacity from Oracle, according to Bloomberg, as it reassesses major cloud partnerships.
Private equity firm Silver Lake and Saudi Arabia’s PIF are in talks to acquire Unity Software at a roughly $25 billion valuation.