Musk Commits SpaceX to Nvidia Exclusively; AMD Feels the Pressure
Musk says SpaceX is exclusive to Nvidia’s Vera Rubin chips. The news boosts NVDA and pressures AMD after earnings.
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AMD Beats Estimates and Guides Higher — But CapEx Shock Sends Shares Down
AMD beat estimates with record $11.5B in revenue and raised guidance, but shares dropped as CapEx surged to $808M—nearly three times forecasts.
AMD Secures Up to 2.5 GW of Data Center Capacity with Core Scientific
Core Scientific Q2 2026: $164.2M total revenue, $136.7M colocation revenue. AMD partnership unlocks up to 2.5GW capacity and $14B potential revenue.
AMD and Cerebras Partner on Ultra-Low-Latency AI Inference System
AMD and Cerebras team up to build faster AI systems that deliver quick answers while using less energy for real-time tasks.
AMD Invests Up to $5 Billion in Anthropic While Securing Huge GPU Contract
Anthropic secures up to 2GW of AMD Instinct MI450 GPUs and a $5B strategic investment from AMD. The deal strengthens AMD’s position in AI infrastructure against Nvidia while powering Claude’s growth.
Microsoft Deploys AMD Helios Racks in Azure, Boosting AMD’s Push Against Nvidia Dominance
Lower cost per token and strong TCO position AMD to gain AI market share from Nvidia.