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...
Intel CFO says the US deal aims to deter Intel from selling its foundry; it lets the US buy 5% more at $20/share if Intel's stake in the unit falls below 51%
until it didn't Mai Tao / Robotics & Automation News : US government takes 10 percent stake in Intel for $9 billion Ashley Belanger / Ars Technica : Intel details everything that could go wrong with U...
Cloud computing startup Crusoe plans to buy ~$400M worth of AI chips from AMD to rent to customers for its US data center that will come online by fall
Max A. Cherney / Reuters :
Sources: chip industry executives told US officials and lawmakers that Trump's new tariffs could cost US semiconductor equipment makers more than $1B per year
Max A. Cherney / Reuters :
Arm reports Q3 revenue up 19% YoY to $983M, vs. $946.7M est., royalty revenue up 23% YoY to $580M, and lowers is FY revenue guidance; ARM drops 5%+
Max A. Cherney / Reuters :
Intel reports Q1 revenue up 9% YoY to $12.72B, vs. $12.78B est., Data Center and AI up 5% to $3B, and Q2 revenue guidance below est.; INTC drops 10%+
The company reported a GAAP loss … Josh Lamb / Proactive : Intel sinks as guidance disappoints Tobias Mann / The Register : Intel excited by PC sales pop and GPU prospects, but investors aren't becaus...
UXL Foundation, backed by Google, Intel, and others, plans to build tools to power multiple types of AI accelerator chips and break Nvidia's CUDA dominance
Max A. Cherney / Reuters :
d-Matrix, which designs chips optimized for the “inference” part of AI processing, raised a $110M Series B led by Temasek, taking its total funding to $154M
Max A. Cherney / Reuters :
SIA and Oxford Economics: despite the US chip industry workforce growing to 460K by 2030, up from ~345K in 2023, there will still be a ~67K worker shortfall
Max A. Cherney / Reuters :
Antenna: Netflix gained more US subscribers from May 25 to May 28, after its password-sharing crackdown began, than in any other four days since at least 2019
here's what happened 24/7 Wall St. : Netflix Saw as Much as 100,000 Daily Sign-Ups Post Password-Sharing Ban James Lee Taylor / Sammy Fans : Netflix sees subscribers spike in the US, courtesy of new p...