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AMD Tops $1 Trillion Valuation on Confirmed AI Data‑Center Wins

Management's stronger revenue outlook and named hyperscaler commitments suggest real AI demand that could support the stock's re-rating.

Leaked Photos Purport to Show Apple M5 Server Hardware

Cerebras Debuts CS-4 Rack to Push Wafer‑Scale AI Rentals as Financial Questions Linger

Nvidia and SemiAnalysis Clash Over Reported Kyber Rack Delay

Nvidia Opens Orders for Vera CPU to Chinese Cloud Customers

Google Reportedly Splits Next‑Gen TPU Manufacturing Between TSMC and Samsung

Cerebras Stock Fueled by Institutional Buys and Fast‑Track S&P Inclusion After Volatile IPO

Super Micro Hit With New Securities Suit as Firms Urge Investors to Meet May 26 Lead-Plaintiff Deadline

Super Micro Tumbles After Report Oracle Canceled $1.1–$1.4 Billion AI Rack Deal

Victory Giant Soars 50% in Hong Kong Debut After $2.6 Billion IPO

Cerebras Files for IPO on Nasdaq to Bring Wafer-Scale AI to Market

Super Micro Faces Investor Class Actions After DOJ China-Export Indictment

Frore Systems Raises $143 Million, Hits $1.64 Billion Valuation on AI Cooling Push

Nvidia Pushes AI Into Weather With Open-Source Earth-2 Models

Nvidia Debuts Vera Rubin, a Rack-Scale AI Platform, at CES 2026

HPE Adopts AMD’s Helios AI Racks for 2026 Launch With Juniper–Broadcom Scale‑Up Switch

Google Details Ironwood TPU Superpods Built for Inference at Cloud Scale

Navitas Touts GaN/SiC Power Chips for Nvidia’s 800V AI Data-Center Plan as Shares Rocket

Super Micro Rallies as AI Rack-Scale Push Sets Aggressive 2026 Sales Target

Huawei Details AI Roadmap, In‑House HBM and ‘SuperPoD’ Megaclusters to Cut Reliance on Nvidia