AMD
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techTSMC to Raise Advanced Chip Prices Up to 10% Starting 2026
TSMC plans price hikes of 3-10% on advanced chips from 2026 to 2029, impacting Nvidia, Apple, AMD, and Qualcomm as AI demand strains supply.
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financeAMD CEO Lisa Su: China Still 20% of Revenue Amid US Export Controls
AMD's China revenue drops to 20% under US export controls. CEO Lisa Su navigates complex licensing for AI chips like the MI325X and MI308.
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techChina's Vice Premier He Lifeng Meets AMD CEO Lisa Su to Boost Tech Cooperation
China's Vice Premier He Lifeng met AMD CEO Lisa Su in Beijing to discuss deeper economic and tech cooperation, following a similar meeting with Nvidia's Jensen Huang.
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techDell's Strategic Pivot: The Big Tent of Enterprise Infrastructure Partnerships
Dell's expanding alliances with Nutanix, Nvidia, AMD, Microsoft, and Red Hat reshape enterprise AI, hybrid cloud, and virtualization markets.
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financeRetail Traders Pile Into Tech Calls at Highest Level Since 2021
Cboe reports aggressive retail call buying on Mag 10 stocks, with 52% of new positions bullish, signaling renewed AI trade momentum.
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techAMD and Intel Hit All-Time Highs on Agentic AI Demand
AMD and Intel shares surge to record highs as Wall Street rewards chipmakers tied to agentic AI and CPU demand.
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techAMD Beats Revenue Estimates, Soars 12% on AI Demand
AMD forecasts Q2 revenue above expectations, driven by strong AI chip demand. Shares jump 12% in after-hours trading.
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techGoogle Cloud Next 2026: Inside the Battle for AI Infrastructure
Key insights from theCUBE on Google Cloud Next: the rise of the agentic control plane, contextual data strategies, and AI efficiency.