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AMD Shares Jump on Q1 Beat and 2027 AI Sales Pledge

Attention shifts to H2 deliveries under hyperscaler deals that will test AMD's ability to scale.

IREN Jumps After Sweetwater 1 Connects to Texas Grid Ahead of May 7 Earnings

AI Chipmaker Cerebras Launches IPO Roadshow Targeting Up to $3.5 Billion

Riot Platforms' Q1 Confirms Pivot to Data Centers as AMD Doubles Capacity

Leaked Intel Xeon Roadmap Pushes Diamond Rapids to 2027 With Up to 512 Cores

SK hynix Starts Mass Production of 192GB SOCAMM2 for Nvidia’s Vera Rubin

Cerebras Files for IPO as Reports Tie OpenAI to Multibillion-Dollar Deal

Nebius Rally Faces Valuation Test as Growth Bets Swell

Micron Scales HBM4 Production for AI as Demand Outlook Strengthens

Meta and Broadcom Extend AI Chip Pact Through 2029 With 1GW Launch

Google Deepens Intel Deal for Xeon 6, Custom Data-Center IPUs

Broadcom Locks In Google TPU Deal Through 2031 and 3.5 GW Anthropic Access

Google’s TurboQuant Shakes Memory Stocks as Wall Street Counters Fears

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

OpenAI Ends Sora, Retreats From Consumer Video

Google Sends Procurement Team to China to Source Liquid‑Cooling Gear for AI Data Centers

Nvidia Demos Rubin Ultra Tray With 1TB HBM4E as Kyber NVL144 and 2028 Feynman Roadmap Emerge

Coherent Showcases 1.6T–3.2T Pluggables and XPO Path to 12.8T at OFC 2026

Nebius Secures Five-Year Meta Deal Worth Up to $27 Billion for AI Capacity

AWS and Cerebras Strike Multiyear Deal for Disaggregated AI Inference on Bedrock