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AMD Soars After Q1 Beat as Data Center Sales Jump 57%

H2 shipments to Meta and OpenAI will test AMD’s ability to scale AI hardware.

Nvidia’s Valuation Slips Below the S&P 500 as Analysts Point to More AI Upside

OpenAI Closes $110 Billion Round From Amazon, Nvidia and SoftBank, Locking In Massive Compute Deals

Meta Strikes Multiyear Nvidia Deal for Millions of Blackwell, Rubin GPUs and Standalone Grace Servers

Upscale AI Secures $200 Million to Challenge Nvidia With SkyHammer AI Networking

Goldman Starts Super Micro at Sell With $26 Target as Margin Fears Deepen

Samsung Lifts DDR5 Contract Prices Up to 60% as AI Memory Crunch Deepens

Meta Partners With Arm to Shift AI Recommendations to Neoverse, Open-Source Optimizations

AMD Showcases 'Helios' Open Rack-Scale AI Platform at OCP Global Summit

Nvidia Opens Vera Rubin AI Rack Design, Details Kyber Roadmap for 576‑GPU Systems

IREN Doubles AI Cloud to 23,000 GPUs With $674 Million Order

Alibaba Secures China Unicom for AI Chips as SMIC Trials Homegrown Lithography

NVIDIA Says Rubin Is in Fab, Eyes H2 2026 Volume as Blackwell Ultra Hits Full Ramp

Nvidia's AI Surge: Analysts Boost Stock Targets Amid Market Dominance

Microsoft Azure and OpenAI Lead with NVIDIA's Blackwell AI Servers