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The Latest Breaking News from AMD

What's Going On With AMD Stock Wednesday?

Advanced Micro Devices Inc (NASDAQ:AMD) shares are trading higher Wednesday morning, maintaining momentum from a significant surge earlier in the week following the announcement of a multi-year partnership with OpenAI. Here’s what investors need to know.

Benzinga

Nvidia Invests $5B in Intel: A Strategic Bet to Reshape the CPU-GPU Market

On September 18, the tech market was abuzz with historic news: Nvidia announced a $5 billion investment in Intel. Furthermore, the companies announced the start of joint development of x86-compatible processors.

inkl

Jensen Huang Drops Bombshell Warning: Nvidia's Guidance Assumes 'China Zero' — Says US Could 'Hurt American Companies Worse' With Total Tech Ban

Nvidia Corp. (NASDAQ:NVDA) CEO Jensen Huang stated in a recent interview with CNBC’s Jim Cramer that the AI chip giant's financial guidance already accounts for zero revenue from China.

Benzinga

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OpenAI, Nvidia And Oracle Building A High-Tech House Of Cards? Expert Warns 'Infinite Money Glitch' Could Trigger AI-Led Job Losses And Market Chaos

A critical examination of the AI industry’s financial mechanics, dubbed the “AI Infinite Money Glitch,” is raising alarms among financial analysts and tech critics.

Benzinga

Intel To Reportedly Unveil Details Of Upcoming Laptop Chip This Week

Intel Corporation (NASDAQ:INTC) will reportedly reveal the technical details of its upcoming laptop chip on Thursday.

Benzinga

Elon Musk Questions OpenAI's 'Nonprofit' Status After $500 Billion Valuation, Nvidia's $100 Billion Deal And AMD Stake

Earlier this week, Elon Musk reignited his criticism of OpenAI's corporate structure after a post highlighted the company's soaring valuation and deep partnerships with tech giants like Nvidia Corp. (NASDAQ:NVDA) and Advanced Micro Devices, Inc. (NASDAQ:AMD).

Benzinga

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Nvidia's Jensen Huang Downplays AMD Rivalry, Says 'We're Very Different Companies' Following Partnership With OpenAI

Chipmaker NVIDIA Corp.’s (NASDAQ:NVDA) CEO, Jensen Huang, shrugged off concerns regarding competition from Advanced Micro Devices Inc. (NASDAQ:AMD), following the latter’s recent partnership with ChatGPT-parent OpenAI.

Benzinga

Welcome to the mega-blob: AI firms are fusing into one big lump

OpenAI's AMD deal is the latest sign big AI firms are entangling supply chains, ownership and responsibility.

Axios

Do OpenAI’s multibillion-dollar deals mean exuberance has got out of hand?

Some market watchers are concerned by the circular nature of deals with chip makers Nvidia and AMD

The Guardian - UK

A CPU vendor you've never heard of could launch a 96-core x86 CPU that is very, very similar to AMD's EPYC - but I wonder what the TDP will be

Zhaoxin KH-50000 server CPU mirrors AMD EPYC design, offering 96 cores and advanced memory, while efficiency remains undisclosed.

TechRadar

AMD Could Double From Here—Thanks to Its Blockbuster OpenAI Deal

Advanced Micro Devices is on track to double in share price, reaching the $400 level in mid-2026 as expectations for MI450 sales intensify.

MarketBeat

75% of gains, 80% of profits, 90% of capex—AI’s grip on the S&P is total and Morgan Stanley's top analyst is 'very concerned'

The long bull market since 2022 is a "one-note narrative" since the explosion of ChatGPT, according to Lisa Shalett, CIO of Morgan Stanley Wealth Management.

Fortune

Dizzying deal delirium: How the AI bubble bursts

At our Yale Chief Executive Leadership Institute CEO Summit in June, we heard similar admonitions from over 150 top CEOs. They've seen this before.

Fortune

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GamesRadar

DICE confirms final Battlefield 6 PC system requirements that "a substantial number" of beta players did not meet, and gets bonus points for actually breaking it down by FPS, resolution, and settings

Finally, a full suite of graphics settings and performance benchmarks

Kiplinger

Rally Fades on Mixed AI Revolution News: Stock Market Today

All three main U.S. equity indexes opened higher but closed lower as a seven-session winning streak for the S&P 500 came to an end.

TechRadar

This mini PC has 192GB of RAM, yes RAM, but that's not the most surprising fact about it - the Orange Pi AI Studio Pro uses a Huawei Ascend 310 that's, on paper, 7x more powerful than AMD's Ryzen AI Max+ 395

Orange Pi launches AI Studio Pro mini PC with dual Huawei Ascend 310 processors and up to 192GB of RAM.

Barchart

I Told You How to Trade AMD Stock to $200. Now That It’s an ‘AI Hero,’ Here’s 1 Way to Play Its Next Move.

In August, Advanced Micro Devices was an underdog that I was trading with an option collar. Now it’s a beast with an OpenAI deal.

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Benzinga

AI's $1.2 Trillion Growth Will Rest On Data Centers And Power, Not Financing Schemes

Investor fears about vendor financing in the U.S. semiconductor industry are overstated, according to Bank of America Securities analyst Vivek Arya.

Fortune

OpenAI is putting apps in ChatGPT. Why that's a bigger deal than you might think.

OpenAI's chip deal with AMD makes a lot more sense if you think every digital interaction will be mediated by AI

Fortune

Dot-com fears rise with tech stocks seeing $100 billion swings

Investors are excited about OpenAI’s expansion driving big gains in technology stocks, but a rising number of Wall Street pros fear that the wild pops that add tens of billions of dollars in value in mere minutes are signaling an unhealthy market reminiscent of the dot-com era. Advanced Micro Devices…

Benzinga

AMD's $100 Billion OpenAI Deal Could Supercharge AI Chip Growth, Analyst Says, Projecting Massive Earnings Boost By 2030

Advanced Micro Devices’ (NASDAQ:AMD) multi-year partnership with OpenAI could generate over $100 billion in revenue over the next four to six years, as the chipmaker prepares to supply up to six gigawatts of computing capacity using its next-generation Instinct MI450X GPUs starting in late 2026.

International Business Times

AMD Wins OpenAI's Chip Deal to Supply AI Processors to ChatGPT-Maker—No More NVIDIA GPUs?

AMD and OpenAI are now partners, with the former supplying AI chips to the latter and OpenAI having the option to buy stocks.

Benzinga

Why Is AMD Stock Surging Today?

Shares of Advanced Micro Devices, Inc. (NASDAQ:AMD) are trading higher Tuesday amid a flurry of positive analyst coverage. Here’s what you need to know.

Benzinga

AMD's OpenAI Deal Could Spark A New AI Arms Race With Nvidia

Advanced Micro Devices Inc.’s (NASDAQ:AMD) multi-year deal with OpenAI could unlock $135 billion in revenue and mount a serious challenge to Nvidia Corp.’s (NASDAQ:NVDA) long-standing dominance, according to Goldman Sachs.

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