Notícias

Super Micro Computer just dropped a preliminary earnings update that sent its stock surging more than 20%, and the numbers behind that move suggest something fundamental may have shifted in the company's business model.

The company's latest deal shows it's no longer content to supply the parts; it's coming for the whole AI data center.

The Dow Jones Industrial Average and the S&P 500 Index were up, while the Nasdaq Composite were down

Artificial intelligence spending continues to redraw the competitive landscape across the technology sector. Companies that can secure long-term infrastructure contracts are increasingly separating themselves from those still chasing opportunities. At the same time, investors have become more selective as lofty valuations leave little room for disappointment. That backdrop was evident when Advanced Micro Devices (NASDAQ:AMD) ... AMD Just Landed a $5 Billion AI Coup — Is Nvidia’s Grip Finally Sta

If you hold shares in the chipmaker, the market is pricing a journey that could either double your money or cut it in half over the next year, and you're buckled in for the whole ride.

BofA maintains a Buy rating and $350 price target on NVIDIA (NASDAQ: NVDA), framing the Vera launch as the opening salvo in what it considers the defining infrastructure debate of the current AI cycle. Advanced Micro Devices (NASDAQ: AMD) is the direct competitive counterpart, with its EPYC server line and Thursday's AI 2026 Day serving as the immediate market test of which performance philosophy wins enterprise adoption.

AMD is chasing a slice of a $200 billion AI accelerator market that NVIDIA currently dominates with 75% margins and an 85% revenue surge. Whether Lisa Su's second-source strategy can actually force a wedge into that grip depends on a few critical bets that could still go sideways.

AMD has just won a huge customer for its rack-scale server platform.

The revised projection is $150 billion above OpenAI’s February target, reflecting expanded cloud capacity and hardware requirements as it trains and operates larger AI systems.

Anthropic plans to begin deploying the first gigawatt of AMD Helios systems in early 2027, adding another hardware platform to its expanding compute portfolio.

After a historic run, the company's next major growth driver might not come from its graphics stronghold but from a market it has never touched before.

Advanced Micro Devices Inc (NASDAQ:AMD, XETRA:AMD) and Anthropic announced a strategic partnership on Wednesday that includes the deployment of up to 2 gigawatts of AMD's upcoming Instinct MI450 Series GPUs, a multi-year engineering collaboration, and a planned equity investment by AMD of up to...

Anthropic will purchase AMD hardware directly while also accessing additional capacity through cloud providers and neoclouds.

NVIDIA gives away its most powerful software for free, and that single decision is why its hardware business has become nearly impossible to compete with or abandon.

Super Micro Computer just posted preliminary numbers that sent margin bears scrambling for cover, and the ripple is already moving through the AI server sector in ways that could reset expectations across the board.

Its AI future looks bright, but its history in market shocks is a different story. Could you stomach the ride.

Investing.com -- In a major move aimed at loosening Nvidia’s stranglehold on the AI chip market, Advanced Micro Devices has sealed a blockbuster deal with Anthropic worth tens of billions of dollars for next-generation artificial intelligence servers. The agreement—first reported by The Wall Street Journal—briefly gave Wall Street an early spark. Shares of AMD spiked in pre-market trading on the news before quickly surrendering those gains, trading down 3% as a broader tech slump continues to we

Lisa Su inherited a company days away from irrelevance and turned it into an AI powerhouse challenging Nvidia. What her decade in charge actually did to a modest $10,000 stake will make you rethink every stock you ever sold too soon.

Anthropic will deploy up to 2 gigawatts of AMD's Instinct MI450 Series GPUs starting in the first half of 2027

After a large run-up, the memory chip maker is signing long-term deals to smooth out its notoriously volatile business, forcing investors to decide if this time is truly different.

Recently, Zacks.com users have been paying close attention to Advanced Micro (AMD). This makes it worthwhile to examine what the stock has in store.

NVDA's sovereign AI push targets governments building domestic infrastructure, opening long-term revenue opportunities beyond cloud customers.

Shareholders are already assuming the substantial risk inherent in the stock's current price.

Advanced Micro Devices has signed a deal with artificial intelligence ‌startup Anthropic for tens of billions ‌of dollars worth of AI servers and will invest ​up to $5 billion in the company, the Wall Street Journal reported on Tuesday. Industry executives have said 1 gigawatt of computing power, enough to power ​roughly 750,000 ​U.S. homes, can ​cost around $50 billion.

The 2-gigawatt deal covers tens of billions of dollars’ worth of chips, and AMD will invest up to $5 billion in Anthropic.

The Florida-based company, which hosts one of the largest AMD-based AI training clusters in North America, is set to combine with Apex Treasury listed in New York.

AI stocks struggle as investors lock in some profit following a furious rebound the previous session.

A rotation into Big Tech, coupled with fears that low-cost Chinese AI models could diminish demand for cloud services and, by extension, chips, has pressured the semiconductor sector this month.

July 22 (Reuters) - U.S. stock index futures dipped on Wednesday, pressured by weakness in chip stocks, as investors remained cautious ahead of the first batch of Big Tech earnings that could decide

The semiconductor specialist's new AI systems will help power a leading cloud computing platform.