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AMD Invests $150 Million in Nutanix, Pledges Up to $100 Million More for Open Enterprise AI Platform

The nonexclusive pact targets a late-2026 platform debut with initial revenue in 2027.

Meta’s 2026 AI Capex Via Nvidia Partners Elevates Nebius’s Prospects

Supermicro Rallies 8% After $40 Billion Outlook, Analyst Upgrade and Insider Buying

Western Digital to Sell $3.17 Billion Sandisk Stake at 7.7% Discount to Reduce Debt

AMD’s AI Systems Push Draws New Skepticism as Analyst Starts Coverage at Neutral

Western Digital’s 2026 Hard-Drive Output Is Sold Out as AI Datacenters Lock In Supply

Intel Confirms AI Data-Center GPU Plan, Names Eric Demmers Chief Architect

Super Micro Posts Blowout Q2 and Raises Full‑Year Outlook to at Least $40 Billion

Raspberry Pi Raises Prices Up to $25 as Memory Costs Surge, Adds $45 Pi 5 With 1GB

IREN Posts Record Quarter as $9.7 Billion Microsoft Pact Anchors Aggressive AI Cloud Pivot

Microsoft Posts Strong Quarter as Azure Surges, Backlog Hits $392 Billion

ASML's EUV Monopoly Fuels Bullish Calls as Deutsche Bank Lifts Target to €1,000

Nvidia Reportedly Spends Over $900 Million to Hire Enfabrica CEO and License Networking Tech

Nvidia Introduces Rubin CPX to Accelerate Million-Token AI by Splitting Inference

AMD Sets July 23 Launch for Zen 5 Threadripper Pro 9000 WX and Radeon AI Pro R9700

Dell Raises Profit Guidance as AI Server Orders Surpass $12 Billion