AMD CEO Lisa Su says AMD's annual revenue growth will average more than 35% and AI data center revenue growth will average 80% over the next three to five years
Lineup confirms 2026 release for Zen 6, coming with expanded AI features Samantha Subin / CNBC : AMD stock soars 10% on strong growth projections as CEO Su calls AI spending ‘the right gamble’ Kara Gr...
CoreWeave reports Q2 revenue up 207% YoY to $1.21B, vs. $1.08B est., and adjusted net loss up 2,450% YoY to $130.8M, vs. $96.3M est.; CRWV drops 10%+
Earnings Could Be The Next Catalyst Jordan Novet / CNBC : CoreWeave shares drop even as revenue and guidance top estimates Angelica Ballesteros / Insider Monkey : CoreWeave (CRWV) Surges 7.9% Ahead of...
Amazon reports Q2 AWS revenue up 17.5% YoY to $30.9B, vs. $30.8B est., and AWS operating income up 8.8% YoY to $10.2B, vs. $10.9B est.
Margins fell 35.5% to 32.9% YoY despite charging profane rates for new things ($9 per resource per month that IAM Internal Access Analyzer watches?!) [embedded post] X: Daniel Newman / @danielnewmanuv...
Qualcomm reports Q3 revenue up 10% YoY to $10.37B, vs. $10.35B est., and handset chip revenue up 7% YoY to $6.33B, vs. $6.44B est.
QCT Diversification … Reuters : Qualcomm's premium smartphone chip reliance, Apple modem loss overshadow upbeat forecast Derrek Lee / Android Central : Qualcomm reports $10.4B in revenue, says Xiaomi ...
GlobalFoundries agrees to acquire MIPS, a developer of RISC-V-based solutions and IP, without disclosing financial terms of the deal, set to close in H2 2025
Huge validation of the work that the team have been doing. Look out for a Research Note from Stephen Sopko on the implications. — Want more? Check out our recently published Research Brief: hyperf...