AMD posts Q3 beat, guides to ~$17B Q4 revenue as data center sales nearly double
AMD's blowout quarter and aggressive Q4 guidance lifted chip stocks and prompted a wave of analyst price target changes.
Yahoo Finance · +15 outlets
AMD expects to outsell Intel in Q4 for the first time in history
AMD's $17B Q4 guidance would exceed Intel's projections, marking a symbolic shift in the x86 market.
Tom's Hardware · +6 outlets
SK Hynix's $45B New York chip plant hits snag over US restrictions on China
US export license delays are complicating SK Hynix's planned New York investment, with the company saying its chip equipment license remains valid.
Reuters · +13 outlets
Smugglers exploit server chip loophole to move banned South Korean HBM into China for Huawei
Customs checks on processor specs let traders pair high-end memory with low-end chips and ship them legally, underscoring gaps in US export controls.
Tom's Hardware · +12 outlets
Nvidia tells data center operators to limit Chinese customers under new global restrictions
The reported policy caps Chinese buyers at under half of a cloud provider's Nvidia-based capacity, tightening China's access to AI compute.
Tom's Hardware · +12 outlets
Nvidia can fulfill only 1% of China's $70 billion GPU order, report claims
Supply constraints are choking deliveries of export-friendly RTX Pro 5500 cards despite huge Chinese demand.
Tom's Hardware · +10 outlets
AI data centers defeated across US midterm ballots as voters reject development
Most of the 45 local data center measures on midterm ballots failed, signaling growing local opposition to AI infrastructure.
Tom's Hardware · +14 outlets
Oracle scraps $7B AI chip rental deal with Tencent over US-China regulatory clash
The canceled deal highlights how regulatory friction is blocking cross-border AI compute arrangements.
BigGo Finance · +1 outlets
Marvell to acquire photonics chipmaker Lumentum in $115B deal for AI connectivity
The deal aims to combine network processors and lasers for optical transceivers to lead in AI connectivity.
Eetimes · +7 outlets
Nvidia stock rebounds 3% from $200 support ahead of Nov. 17 earnings
Nvidia's bounce came as it was set to surpass Apple in market value again and ahead of its mid-November AI earnings test.
Coinpedia · +9 outlets
Apple faces unprecedented memory cost increases as RAM prices surge
AI data center demand is tightening conventional DRAM supply, adding billions to device makers' bills and pressuring PC and smartphone markets.
Tom's Hardware · +14 outlets
Broadcom ships 2nm AI chip but the market shrugs
Broadcom's landmark 2nm custom AI accelerator shipped without moving the stock.
Startup Fortune · +1 outlets
Qualcomm beats earnings for 10th straight quarter but stock falls
Qualcomm's smartphone exposure and data center ambitions are under scrutiny as its streak of beats failed to lift shares.
Startup Fortune · +13 outlets
Intel stock jumps after brutal sell-off as Wall Street sees $125 upside
Intel shares recovered after a historic October decline, with analysts debating whether the selloff created an entry point.
TradingView · +6 outlets
AMD records $1B quarterly charge tied to warrants issued to OpenAI and Meta
The charge reflects the cost of warrant deals underpinning AMD's AI chip partnerships with the two hyperscalers.
Seeking Alpha · +6 outlets
Intel's 14A process nears production as PDK 0.9 becomes available
The PDK milestone moves Intel's next-gen node closer to 1.0 in 2027 as it seeks foundry customers.
Tom's Hardware · +8 outlets
Nvidia's soft power shapes customers and policy, report details
Nvidia's influence over its customer base and regulators is a key lever as export rules tighten.
The Information
Google releases Gemini 4 Carbon AI model, edges past Claude Opus 5.5 on benchmarks
Google claims its latest frontier model tops intelligence rankings and is least likely to hallucinate.
Tom's Hardware · +1 outlets