AMD

Sam Altman on the amount of compute needed if 50% of the world were using personal AI assistants to its full capabilities: "How many GPUs do you want working for your personal assistant? When people talk about the global market for GPUs…

A coding model that runs at 125 tokens a second on a MacBook and beats most open models under 50 billion parameters on SWE-bench was built largely by another AI system that picked its own architecture. That's Flint, out this week from…

Three teams in one month have pushed LLM decode forward with megakernels: Inferact on Google TPUs, AMD with TileRT and FlyDSL, and now NVIDIA on GB300, now live on InferenceX. We're excited to see these gains and dig into the engineering…

$SPY rose about 0.5% today to around $773, bouncing from an early low of $768.41 as chip and AI stocks led the market higher. Here are the top stories you need to know. 1. $SMCI jumped about 10% after raising its fiscal first quarter…

Generative Bionics and AMD are building a Physical AI data factory Generative Bionics is partnering with AMD to build a 5,000㎡ Physical AI Data Factory in Italy. The first facility is scheduled to begin operations in Q4 2027. The goal is…

Another major shortage is starting to develop across the AI supply chain. We're talking about multilayer ceramic capacitors, or MLCCs, which are tiny components used in everything from AI servers and GPUs to smartphones, networking…

Nomura: global data center power usage by application $NVDA $AMD $VRT $GOOGL $MSFT $META $AMZN

First look, in renders, at Generative Bionics’ planned data factory: humanoids training in mock-ups of a workshop, a warehouse and a hospital room, each mirrored by a digital twin. Company tagline: “Starting in Europe. Built for the…

Generative Bionics plans a 5,000 m² Physical AI Data Factory in Italy, combining real-world humanoid training, digital twins and AMD Helios computing. The first of three planned facilities is targeted to open in Q4 2027.…

Generative Bionics plans a 5,000 m² humanoid training hub in Italy, targeting Q4 2027. Powered by AMD Helios, it would combine real-world GENE.01 robot training with digital-twin simulations—the first of three planned facilities.…

Every hyperscaler racing to dent Nvidia's lead just converged on the same move within a day of each other. Google open sourced TorchTPU at the PyTorch Conference in San Jose this week, co-built with Meta's PyTorch team, letting existing…

$SPY rose about 0.2% today to around $768, bouncing from an early low of $764.25 as the Dow led and tech lagged. Here are the top stories you need to know. 1. South Korean neocloud Elice plunged 32% in its trading debut, dragging the KOSPI…

$MU $SNDK $SKHY $NBIS Nomura’s memory team just put out a really interesting note on the AI scare, the numbers underneath are some of the strongest I’ve seen in this drawdown. Nomura sees AI going from 10GW of data center power in 2025 to…

JPMorgan just dropped an ABSOLUTELY INSANE forecast for AI compute. According to JPMorgan, global AI compute demand is expected to reach roughly 530 GW by 2031, while available supply is projected to reach just 250 GW. That leaves us with…

This is how you get rich ⚡️ You buy the macro dip in companies that are structural to building the future, with great management and a killer product roadmap. This is the time to add, into fear, into bad news, into uncertainty, not to…

ALERT🚨: SGLANG JUST MERGED MEGAKERNEL SUPPORT, GETTING CLOSE TO 1000 tok/s/user on the GB300 NVL72 AgentX Harness & increasing interactivity by 1.5x on MI355X too! Great work by the SGLang, RadixArk, NVIDIA, and AMD teams! Best of all,…

$SPY rose 0.48% to $766.91 today, with AI and chip stocks leading a bounce after last week's selloff. Here are the top stories you need to know. 1. Chip stocks bounced back as the Philadelphia Semiconductor Index rose about 2% to snap an…

→ Microsoft: eigen chips, meer controle. → AMD: een flexibel serverrek voor AI-agenten. → Workday: software die je verzoek uitvoert. → Google en Hue: je lamp krijgt lokale bediening. → Anthropic: een AI-model op vijftien tv-kastjes.…

Bernstein: AMD Helios Rack BoM is estimated to be ~$7.2 million, of which 50% comes from the GPU alone. $AMD

Goldman Sachs has raised the global servers TAM by 31%/45% in 2027/28E to ~$1.1 trillion and ~$1.6 trillion, respectively. New AI servers shipment forecasts imply AI chip demand of 18m/29m/38m in 2026-28E. $DELL $HPE $NVDA $AMD $GOOGL…

I have not found an exact reason from MS as to why, but the two possibilities: - Not enough CoWoS - Their estimates to begin with were ridiculously high With forecasting, anything past 1 year is throwing darts blindfolded at a board. $AMD…

Morgan Stanley has revised AMD's GPU demand forecast for 2026-2030 from 14.1 million units to 8.0 million units, or -43.3%, while keeping Nvidia's the same. $AMD $NVDA https://t.co/U0nRij2XHd

BofA on AI comparison to the dotcom: "Unlike the idle fiber of 2000, deployed AI infrastructure runs near 100% utilization, and even older A100/H100/B200 (2020/2022/2024 launch, respectively) GPU rental rates are up 12% -37% YTD, a sign of…

AMD just paid $8.2 billion to hire the godmother of AI 💸 @AMD is acquiring @theworldlabs, Fei-Fei Li’s spatial intelligence startup, in an all-stock deal. Li becomes AMD’s Chief Scientist, reporting directly to CEO Lisa Su. Two of the…

Keybanc: we hear that AMD's ODM partners are really struggling with ramping production volume of Helios racks as they are undergoing similar growing pains to what NVDA did when it initially ramped GB200. The two things that we have heard…

Meta published the first hyperscaler report on running AMD GPUs in large-scale training. Rather than porting from CUDA, it revised model structures around MI350X's 1.6x HBM capacity vs B200: up to 1.5x throughput over the ported baseline.…

UBS: AI power TAM growing to $91.1 billion by 2030E, up from $17.7 billion in 2026E. Of the $91.1 billion, $49 billion dedicated to GPU power TAM, while the other $42 billion for ASIC. $GOOGL $MSFT $META $ORCL $NVDA $AMD $AMZN

SHOCKING: We have confirmed that multiple Neoclouds have been refused access to GTC Berlin due to them adding AMD GPUs, TPUs, and other chips to their cloud offerings Note that this doesn't apply to hyperscalers, as they have more buying…

ALERT🚨: Last night, Google just submitted their FIRST TPUv7 Agentic benchmark, and it delivers 1.42x 🚀 better perf per dollar than GB300 NVL72 FP4, even on an external non-Google workload cost basis! TPUv7 is even 2.5x better than AMD…

OpenAI just lost the man in charge of its entire COMPUTE buildout. Sachin Katti, who led OpenAI's infrastructure and Stargate data center push, announced he is leaving to build something newm, his last day is November 15 and he will stay…

Morgan Stanley: We heard a broad consensus from our industry checks that the AI semis supply chain has strengthened in the last 30 days. We hear the most conviction from DRAM, NAND, HDD, and GPU. $AMD $NVDA $MU $SNDK $WDC $STX

Bloomberg shared this visual showing the estimated cost of building a data center. Of the estimated $29.2 billion, $17.1 billion (or 58.5%) is dedicated to chips & servers. $NVDA $DELL $GEV $AMD $GOOGL $META $MSFT https://t.co/ay4TmgkRo4

The big question in China’s robotics industry: “Will general AI models eat up robotics? Many in China’s robotics industry are watching closely as US general-purpose models like Astra, Fable, and Gemini 4 Argon show impressive robotics…

$SPY fell 1.1% today to around $769 after dropping as low as $766.71, as a hot inflation report pushed rate hike odds higher and hit AI stocks. Here are the top stories you need to know. 1. September CPI came in at 3.7% from a year ago…

CoWoS interposers have never left TSMC's own line. Per igor'sLAB, TSMC plans to have GlobalFoundries manufacture them — the first external partner for the packaging behind Nvidia and AMD AI chips. Unconfirmed. Packaging, not wafers, is the…

Damnang not only has good writing, but good visuals! This is a great visual showing the difference in HBM4 between Samsung and SK Hynix. Please have a read at this article! https://t.co/OMa9Q1boO6 https://t.co/vrxucwF34V

$SPY finished basically flat today, closing at $778.01 for a 0.01% loss after dipping as low as $775.95 earlier in the session as chip stocks sold off. Here are the top stories you need to know. 1. Memory stocks got hit again on worries…

J.P. Morgan is forecasting a ~300GW shortfall in global AI compute by 2031E. $NVDA $AMD $GOOGL $MSFT $META $AVGO $AMZN https://t.co/iZrvcU2svc https://t.co/yzzhhhEN7G

ALERT🚨: AMD JUST LANDED SUPPORT FOR MEGAKERNEL DECODE IN UPSTREAM VLLM WELL BEFORE NVIDIA. This marks one of the first times that a major vLLM feature is only supported on ROCm and not on CUDA yet. MegaKernels is a technique that is…

"The optical supply chain has never seen this kind of demand before. Many parts of the supply chain had not had to drastically ramp volumes before and is scrambling." 👍 $LITE $COHR $AMD $CRDO https://t.co/jrQ0cBCDbj

$SPY finished nearly flat today, down about 0.06% and closing near $778 after dipping as low as about $777. Here are the top stories you need to know. 1. $MSFT announced Maia 300, calling it its biggest bet yet on custom silicon, and said…

🚀 @RealSenseai SDK 2.59.1 beta is now available! This release introduces Ask RealSense AI, a new built-in chat assistant in RealSense Viewer, along with enhancements to depth processing, GPU support, and camera connectivity. What's new: ✅…

Microsoft just told the market it's betting multiple gigawatts of future data center capacity on chips it designed itself. Maia 300 claims 40 percent more tokens per watt than leading GPU based systems, and Maia 200, already running across…

👇👇👇 https://t.co/fCxs46Z9ZG

$INTC, $QCOM, and $AMD have all reportedly raised CPU prices or are preparing to. Intel supposedly raised prices across its lineup starting last month, with the newest Panther Lake chips up 15 to 20% and older generations up 5 to 10%.…

Another round of CPU price increases have arrived. > Intel increasing prices on high-end Panther Lake processors by 15-20%. > Qualcomm ~10% for its multi-chip platform. > AMD is expected to announce a price increase. $INTC $QCOM $AMD

Goldman Sachs is now forecasting a 4.9 percent DRAM undersupply for 2026, and the mechanism behind that number matters more than the headline. Samsung, SK Hynix, and Micron aren't short on fab capacity. They're reallocating it. HBM for AI…

Mizuho: Nvidia's server CPU revenue could grow to ~$60 billion in 2028E, and start becoming a leader in the server CPU market in 2027E. $NVDA $ARM $INTC $AMD

Jensen Huang just committed $1 BILLION to put AI in the hands of America's scientists. At the White House science summit, 11 companies pledged $2.4 billion in compute and AI tools to the Genesis Mission, which now covers more than 15…

Morgan Stanley: our channel checks suggest that AMD's Venice CPU could go for full CoWoS-like packaging at ASE Group. $ASX $AMD

$SPY bounced back today, up about 0.6% to around $779 after two straight losing sessions, as the OpenAI revenue scare cooled off and oil prices eased. Here are the top stories of the day. 1. Bloomberg reported OpenAI still expects at least…

👇👇👇 https://t.co/Xwaja5lmu9

J.P. Morgan: our Tech research team highlights that the traditional LLM infrastructure has a GPU-heavy architecture, with CPU/GPU ratios of 1:4 to 1:8. For Agentic AI, that ratio shifts towards 1:1, and could even become CPU- heavier as…

Lisa Su spent three hours at Samsung's Seocho headquarters. Asked about foundry progress she said only 'we have a very broad partnership.' Samsung is already AMD's preferred HBM4 supplier for MI455X, seven months after the March MOU.…

Citi: we believe the CPU TAM expands from $29B in 2025 to $300B in 2030, or a 60% CAGR. $INTC $AMD $NVDA $QCOM

Trump Administration Announces the Most Ambitious Set of Science Initiatives This Century https://t.co/IHj34jYSwA

Bernstein: AI accelerator chiplet volume to more than double from 2025-2028E. $NVDA $AVGO $AMD $INTC

No tokens. Just a number between 0 and 1. That's the entire output of Liquid AI's d1 family, and this week they shipped two new ones, open weight this time: d1-3B for text and vision, d1-omni-600M for text plus image or audio, both aimed…

"Our channel checks indicate that Marvell and AMD are collaborating on scale-up, with AMD testing a next-generation Helios rack using Marvell’s 6.4T NPO engines in both the compute trays and the scale-up switches, work that remains at an…

$2,599 buys a Windows laptop that Microsoft says renders AI images 4.3 times faster than a 16 inch MacBook Pro on M5 Pro. The marketing is aimed squarely at Apple. The architecture underneath is aimed at something bigger: deciding, task by…

AI agents will trigger the largest CPU supercycle in history. Mizuho estimates agentic CPU sockets will surge from 1.3 million in 2026 to 16 million by 2030. Including head node processors, AI could drive nearly half of all server CPU…

🇺🇸Trump will hand National Medal of Science awards to @ElonMusk, @Nvidia’s @JensenHuang, @Google’s Sergey Brin and @AMD’s @LisaSu at the White House on Thursday. @MichaelDell and @Microsoft’s @SatyaNadella will get the National Medal of…

Microsoft Brings Powerful AI Directly to PCs https://t.co/t1sWe16biq

Bernstein: AI server supply chain $NVDA $AMD $AVGO $TSM $MU $AMKR $GOOGL

AI & TECH STOCK MARKET REVIEW The 10 biggest stories from today: 1. $NVDA hit another ATH and is close to becoming the first company ever worth $6 trillion. The stock is up ~28% this year, adding ~$1.2 trillion in market cap, making Nvidia…

Lightmatter at HSBC's Silicon Valley tech tour indicated that the broader ecosystem is dealing with delayed CPO adoption, with expected timelines moving towards 2028-30. $NVDA $AMD $LITE $COHR $AAOI $TSM

Bernstein: DRAM and NAND with the largest change in semiconductor ASPs, +282.3% YoY and +396.5% YoY, respectively. Logic is 3rd at 26.3%. $MU $DRAM $EWY $INTC $AMD $NVDA

NEWS AMD is paying $8.2 billion for World Labs and the hardware angle is hard to ignore. World Labs builds spatial intelligence models that generate reconstruct and simulate interactive 3D environments from text images and video. Its…

Robotico Live is back with the latest from across robotics. This week, AMD’s $8.2 billion acquisition of World Labs, Direct Drive Tech’s IPO, Amazon’s robotics expansion and more. @RachelCreates and @jess_xmaq break it all down. 00:24…

We spoke with the founders of Feather, O-ID and Delta about what they’re building next. This week’s newsletter: their answers, Tesla’s Optimus progress and AMD’s World Labs deal. Get the weekly briefing in your inbox. Subscribe free →…

This is big… AMD is buying World Labs for $8.2B and bringing Dr. Fei-Fei Li on board. In her open letter, Li says she’ll become EVP and chief scientist once the deal closes, working directly with Lisa Su. This looks like a win-win: World…

$8.2 billion. That's what AMD is paying for a company that turns two years old this year and has shipped exactly one product. World Labs was Fei-Fei Li's bet that language models were solving the wrong problem, that understanding physical…

Who deserves the valuation: Figure at $39B or World Labs at $8.2B? AMD is buying World Labs, Fei-Fei Li's spatial-intelligence startup, for $8.2B in all stock. Some context on how wild this is: - World Labs is barely 2 years old (founded…

AMD takes another step in physical AI https://t.co/9P8kgWEj8O

AMD just made one of its biggest moves yet to challenge Nvidia. AMD acquired World Labs for roughly $8.2 billion, giving it access to Fei Fei Li’s team, technology, and research in world models. World Labs is building AI that can…

🚨 BREAKING: @AMD is buying @theworldlabs for $8.2 billion! 💰 Fei-Fei Li's spatial intelligence company, acquired by AMD in an all-stock deal, expected to close by the end of the year subject to regulatory approval. World Labs builds…

ACQUIRED: AMD has agreed to buy World Labs, the 3D-world AI startup led by "godmother of AI" Fei-Fei Li, for $8.2B in stock. Li will become AMD's chief scientist, reporting to CEO Lisa Su. https://t.co/svhEDxesGZ

I don’t normally write these things. But this one hits a bit different. Nearly three years ago I told a16z I wanted to spend part time outside the firm helping @drfeifei start and build a frontier model company. And what followed were some…

We are excited to announce that World Labs is joining @AMD. The research and technical breakthroughs we have achieved since our founding in 2024 have given us a clear vision for AI’s potential to solve problems in the spatial and physical…

The free livestream for day three of #ROSCon Global 2026 is now available on the ROSCon website thanks to the generous support of @amd. Tune in here: 📺 https://t.co/vHPqADJRFo https://t.co/fvN79423xy

The free livestream for day three of #ROSCon Global 2026 is now available on the ROSCon website thanks to the generous support of@amd. Tune in here: 📺 https://t.co/vHPqADJRFo https://t.co/F9Q9uFwBKE

The free livestream for day 3 of #ROSCon Global 2026 is now available on the ROSCon website thanks to the generous support of @amd. https://t.co/9lLIm3igOP

We're live streaming from ROSCon Global 2026 in Toronto! Big thanks to AMD for sponsoring the live stream. Watch the keynote and opening remarks here: https://t.co/kzWOST2FaI https://t.co/3P4VwY3j0V

The ROSCon Global 2026 free live stream from Toronto, Ontario is now live! Big thanks to @AMD for sponsoring the live stream! https://t.co/8P3T99n71L

General Manager of Microsoft Taiwan says the demand for AI computing power will continue to exceed supply for the next 2-3 years, as a result, the company is expanding the construction of data centers in Taiwan from 2 to 4. $MSFT $NVDA…

The shift I keep waiting for is local inference leaving the hobbyist corner, and this week I think I watched it happen. What used to mean a terminal window and a quantized model file on your laptop just got Apple's blessing: MLX-Serve, an…

According to @FundaAI channel checks, they believe server CPU prices for Intel will increase again by at least 15% in Q4'26. "On the server CPU side, beyond prior hikes, our channel checks lead us to believe that prices will increase again…

Breaking: AMD now valued at $1,000,000,000,000 for the first time ever $AMD now ranks #16 largest company by market cap https://t.co/wJ5rK9GzZt

Breaking: AMD just broke over $600 for the first time after a massive price target upgrade from Piper Sandler and reports of price increases @InTheMoneyAdam bought AMD in March and is now up +200% $AMD has added ~$78,000,000,000 market cap…

Breaking: AMD just broke over $600 for the first time after a massive price target upgrade from Piper Sandler and reports of price increases @indamoneyadam bought in March and now up +200% $AMD has added ~$78,000,000,000 market cap today…

This is an excellent visual connecting Taiwanese companies in the supply chain to major CPU companies. I suggest you all follow Liwei and help him get to 10,000+ 😍 $ARM $INTC $AMD https://t.co/fkSTy71wRs https://t.co/VLLu2P15uk

BofA: We do not expect “de-spec” or lower memory content in new GPUs/ ASICs; instead, we assume a further increase, to 1,000GB per Rubin Ultra or 384GB for the new Rubin, vs 288GB currently. $NVDA $AMD $GOOGL $AMZN $MSFT $META

Evercore ISI: We expect Nvidia's market share to stabilize at around 80%, if not increase slightly, in 2027 driven by share gains at Anthropic and with the increasing use of open-source models. $NVDA $AVGO $INTC $AMD $MRVL

Evercore ISI: GPUs expected to be 75-80% of the compute fleet for OpenAI in 2026-2027. $NVDA $AMD $MRVL $AVGO $GOOGL $AMZN

Citi: HBM Demand Outlook > Massive Market Growth: Total HBM demand is projected to surge exponentially, jumping from just 736 (1Gb eq.) in 2021 to a staggering 126,990 by 2028. > Nvidia Dominates Demand: Nvidia remains the primary driver…

Jefferies: Ayar Labs sees CPO ramps still starting in C28 and shipping in much larger quantities in C29. $LITE $COHR $NVDA $MTSI $AMD

In retrospect, there was way too much hysteria on X with people assuming a slowdown in model development = slowdown in spending. A lot was addressed this week: > Sarah Friar on Mad Money mentioning, "I am still highly focused on getting…

AMD ALERT🚨🚨: On Kimi K3 2.8T, AMD has even better profit margins per gigawatt compared to B300, GB200 NVL72, and B200. This is due to AMD's lower TCO and better performance, leading to better profit margins of 53.6% on Mi355X compared to…

J.P. Morgan: ASIC/XPU units expected to reach 55% of total units in 2028E, up from 32% in 2025. $AMD $NVDA $GOOGL $META $MSFT $AMZN $AVGO

Morgan Stanley: By 2027, AI server MLCC demand will likely reach ~$1 billion, meaningfully above our previous forecast of ~$550 million by 2030. $NVDA $DELL $AMD $GOOGL $HPE