BIG TECH
Company Profile
AMD (Advanced Micro Devices) designs high-performance CPUs, GPUs, and adaptive computing solutions for data center, PC, gaming, and embedded markets.
Founded 1969Santa Clara, CaliforniaAMD
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AMD FAQ
- Is AMD publicly traded?
- Yes. AMD trades under the ticker AMD.
Coverage Timeline
newest first- Aug 8, 2026BIG TECHAI's Biggest Bets This Week Were All About Factories→
- Aug 6, 2026BIG TECHAMD Buys AI Chip Startup Taalas to Challenge Nvidia→
- Aug 5, 2026BIG TECHS&P 500, Nasdaq Hit Records as AI Trade Rebounds→
- Aug 5, 2026IPOAMD Beats Estimates, Stock Falls on Musk's Nvidia Bet→
- Aug 5, 2026BIG TECHAMD Sinks as Musk Commits SpaceX Exclusively to Nvidia→
- Aug 5, 2026BIG TECHAMD Sinks Despite Record Earnings, Data Center Doubles$11.5B Q2 revenue→
- Aug 5, 2026BIG TECHAMD Data Center Revenue Doubles, Stock Still Falls$6.7B data center rev.→
- Jul 29, 2026REGULATIONGlobalFoundries Wins $300M US Grant for AI Chip Photonics→
- Jul 28, 2026BIG TECHChip Stock Rout Spreads From Seoul to Wall Street, Erases $1T+→
- Jul 23, 2026AIAMD Unveils Helios AI Rack, Locks In 6GW From Meta, OpenAIUp to 6GW Committed→
- Jul 23, 2026AIThe AI Capex Arms Race Just Got Even More Expensive→
- Jul 22, 2026BIG TECHAMD to Invest Up to $5B in Anthropic in Chip Mega-DealUp to $5B Investment→
- Jul 22, 2026AIAMD to Invest Up to $5B in Anthropic Chip Deal$5B investment→
- Jul 21, 2026AINvidia Details Next-Gen Vera CPU, Challenging AMD and Intel→
- Jul 20, 2026BIG TECHAMD Jumps as Microsoft Bets Azure on Helios Over NvidiaAMD +4-5% on deal news→
- Jul 16, 2026BIG TECHTSMC Adds $100B Arizona Bet After Profit Soars 77%$100B new investment→
- Jul 6, 2026AINvidia Becomes the Black Sheep of 2026's Chip Rally$75.2B data-center revenue, +3.2% YTD stock→
- Jul 6, 2026AIAMD's $4K Ryzen AI Halo Bets on Owning Local Inference$3,999 local AI workstation→
- Jul 6, 2026AIAMD's $4K Ryzen AI Halo Makes Local AI Look Easy~$4,000 starting price→
- Jun 17, 2026FUNDINGOdyssey Raises $310M at $1.45B -- Amazon and AMD Bet on World Models for Physical AI$310M→
- Jun 17, 2026FUNDINGOdyssey Raises $310M Series B for AI Infrastructure -- Amazon and AMD In$310M→
All Coverage
BIG TECH
AI's Biggest Bets This Week Were All About Factories
Terafab's $16.8B chip fab, AMD's purchase of silicon startup Taalas, and Hadrian's $1.37B raise all point the same direction: AI capital moving from model weights into the physical plants that build chips and hardware.
DEEP DIVE
BIG TECH
AMD Buys AI Chip Startup Taalas to Challenge Nvidia
BIG TECH
AMD Buys AI Chip Startup Taalas to Challenge Nvidia
AMD is acquiring Taalas, a startup that hardwires AI model weights directly into silicon, betting that model-specific inference chips can chip away at Nvidia's lead once a handful of foundation models dominate deployed volume.
BRIEF
BIG TECH
S&P 500, Nasdaq Hit Records as AI Trade Rebounds
BIG TECH
S&P 500, Nasdaq Hit Records as AI Trade Rebounds
The S&P 500 closed at a record 7,736.52 and the Dow topped 54,000 as strong earnings and easing oil prices fueled a broad AI-stock rally, even as AMD and SpaceX sold off on their own earnings.
IPO
AMD Beats Estimates, Stock Falls on Musk's Nvidia Bet
IPO
AMD Beats Estimates, Stock Falls on Musk's Nvidia Bet
AMD's Q2 results beat consensus and CEO Lisa Su guided to 80% server revenue growth in the second half, but shares fell after Elon Musk said SpaceX would commit fully to Nvidia chips for its AI infrastructure.
BIG TECH
AMD Sinks as Musk Commits SpaceX Exclusively to Nvidia
BIG TECH
AMD Sinks as Musk Commits SpaceX Exclusively to Nvidia
AMD shares fell as much as 9% after Elon Musk said SpaceX will build exclusively on Nvidia's Vera Rubin architecture going forward, even as AMD beat Q2 estimates and CEO Lisa Su guided to 80% second-half server revenue growth.
BIG TECH
AMD Sinks Despite Record Earnings, Data Center Doubles
BIG TECH$11.5B Q2 revenue
AMD Sinks Despite Record Earnings, Data Center Doubles
AMD posted record $11.5B quarterly revenue and 107% data center growth, yet shares fell nearly 9% after hours as investors questioned the pace and durability of the AI buildout funding it.
BIG TECH
AMD Data Center Revenue Doubles, Stock Still Falls
BIG TECH$6.7B data center rev.
AMD Data Center Revenue Doubles, Stock Still Falls
AMD's data center revenue rose 107% to $6.7B and beat the Street, but shares fell more than 8% after-hours on concerns about what sustaining that growth will cost.
REGULATION
GlobalFoundries Wins $300M US Grant for AI Chip Photonics
REGULATION
GlobalFoundries Wins $300M US Grant for AI Chip Photonics
The US Commerce Department will award GlobalFoundries $300 million in CHIPS Act funding to develop silicon photonics for faster, more efficient AI chip connections, with AMD, Broadcom, Cisco, Meta, Microsoft, and Qualcomm publicly backing the investment.
BIG TECH
Chip Stock Rout Spreads From Seoul to Wall Street, Erases $1T+
BIG TECH
Chip Stock Rout Spreads From Seoul to Wall Street, Erases $1T+
A memory-chip selloff that began with a 10.8% Kospi plunge spread into US markets this week, with Micron and AMD down 10-11%, Intel down 8%, and more than $1 trillion wiped from chip-related names in a single session.
AI
AMD Unveils Helios AI Rack, Locks In 6GW From Meta, OpenAI
AIUp to 6GW Committed
AMD Unveils Helios AI Rack, Locks In 6GW From Meta, OpenAI
AMD's Advancing AI 2026 event unveiled the Helios rack-scale AI system and Zen 6 EPYC Venice chips, alongside multi-generation agreements for up to 6 gigawatts of combined compute capacity from Meta and OpenAI.
AI
The AI Capex Arms Race Just Got Even More Expensive
AI
The AI Capex Arms Race Just Got Even More Expensive
Alphabet's $514 billion cloud backlog and raised $195-205 billion capex guidance, alongside AMD's $5 billion Anthropic commitment this same week, show the AI infrastructure spending race is accelerating rather than plateauing.
BIG TECH
AMD to Invest Up to $5B in Anthropic in Chip Mega-Deal
BIG TECHUp to $5B Investment
AMD to Invest Up to $5B in Anthropic in Chip Mega-Deal
AMD agreed to invest up to $5 billion in Anthropic as part of a multi-gigawatt chip deal in which Anthropic will deploy as much as 2 gigawatts of AMD's Instinct MI450 accelerators starting in 2027, a direct challenge to Nvidia's grip on frontier-lab compute.
AI
AMD to Invest Up to $5B in Anthropic Chip Deal
AI$5B investment
AMD to Invest Up to $5B in Anthropic Chip Deal
AMD will invest up to $5 billion in Anthropic as part of a deal where Anthropic commits to buying tens of billions of dollars in AMD's Instinct MI450 chips, deepening AMD's challenge to Nvidia's AI-compute dominance.
AI
Nvidia Details Next-Gen Vera CPU, Challenging AMD and Intel
AI
Nvidia Details Next-Gen Vera CPU, Challenging AMD and Intel
Nvidia detailed its next-generation Vera CPU built specifically for AI workloads, a direct challenge to AMD and Intel's server-CPU businesses as Nvidia pushes further into full-system AI infrastructure.
BIG TECH
AMD Jumps as Microsoft Bets Azure on Helios Over Nvidia
BIG TECHAMD +4-5% on deal news
AMD Jumps as Microsoft Bets Azure on Helios Over Nvidia
Microsoft will deploy AMD's Helios rack-scale AI platform across Azure data centers, an expanded partnership that sent AMD shares up as much as 5% and handed the chipmaker its most direct challenge yet to Nvidia's AI infrastructure dominance.
BIG TECH
TSMC Adds $100B Arizona Bet After Profit Soars 77%
BIG TECH$100B new investment
TSMC Adds $100B Arizona Bet After Profit Soars 77%
TSMC will invest an additional $100 billion in its Arizona chip fabs after quarterly profit jumped 77%, deepening the US buildout underpinning Nvidia, Apple and AMD's leading-edge chip supply.
AI
Nvidia Becomes the Black Sheep of 2026's Chip Rally
AI$75.2B data-center revenue, +3.2% YTD stock
Nvidia Becomes the Black Sheep of 2026's Chip Rally
Despite record data-center revenue up 92% year over year, Nvidia's stock is up just 3.2% in 2026 while AMD has gained 171% and Micron 304%, as Broadcom's custom AI chips reshape the competitive order.
AI
AMD's $4K Ryzen AI Halo Bets on Owning Local Inference
AI$3,999 local AI workstation
AMD's $4K Ryzen AI Halo Bets on Owning Local Inference
AMD launched the $3,999 Ryzen AI Halo, a compact workstation for running AI models up to 200B parameters locally, betting enterprises want to own inference hardware over rising cloud API costs.
AI
AMD's $4K Ryzen AI Halo Makes Local AI Look Easy
AI~$4,000 starting price
AMD's $4K Ryzen AI Halo Makes Local AI Look Easy
AMD's Ryzen AI Halo desktop kit makes running large local AI models genuinely simple, but at roughly $4,000, it reframes the 'run AI at home' pitch as a premium enthusiast and small-business purchase rather than a mass-market one.
FUNDING
Odyssey Raises $310M at $1.45B -- Amazon and AMD Bet on World Models for Physical AI
FUNDING$310M
Odyssey Raises $310M at $1.45B -- Amazon and AMD Bet on World Models for Physical AI
Odyssey, the Los Angeles startup founded by self-driving veterans Oliver Cameron and Jeff Hawke, raised a $310 million Series B at a $1.45 billion valuation to build 'world models' -- AI systems that simulate physical environments with real-world physics for robotics, autonomy, and interactive media. The round was led by Natural Capital, with Amazon, AMD Ventures, GV, Jeff Dean, Elad Gil, Garry Tan, Guillermo Rauch, and Kyle Vogt participating, and notably routes the company onto AWS Trainium after it had earlier taken Nvidia's money.
FUNDING
Odyssey Raises $310M Series B for AI Infrastructure -- Amazon and AMD In
FUNDING$310M
Odyssey Raises $310M Series B for AI Infrastructure -- Amazon and AMD In
AI infrastructure startup Odyssey raised a $310M Series B from a syndicate including Natural Capital, Amazon, AMD Ventures, GV, and EQT. Strategic backers across the compute stack signal a bet that the AI build-out still needs new infrastructure layers, not just more GPUs.