AI chips

2 stories filed under AI chips.

Semiconductors & infrastructure AMD Data centers AI chips AI infrastructure Instinct EPYC Helios GPU Server CPU Semiconductor earnings ROCm NVIDIA

AMD Increases Data Center Revenue 97% and Expands AI Infrastructure Business

AMD recorded revenue of $13.377 billion in the third quarter of 2026. That's a 45% increase from the same period last year. GAAP operating profit was $2.832 billion and net profit was $2.428 billion. At the center of this performance is the data center business. Our quarterly revenue in this segment was about $8.5 billion, up 97% from the same period last year, which drove our overall growth. AI over the traditional image of the manufacturer of processors for PC As an infrastructure provider,

Nov 4, 20266 min read

Semiconductors & infrastructure NVIDIA Meta Muse AI agents VeraRubin VeraCPU SpectrumX BlueField4 AI chips GPU AI infrastructure Equity investments Inference optimization

NVIDIA's Meta $3 Billion Investment and Muse AI Infrastructure Collaboration

Open Time: October 27, 2026, 15:08 KST NVIDIA has announced that it will invest $3 billion in a public offering of shares in Meta. At the same time, we decided to expand technical cooperation with Meta's AI agent Muse to learn and execute related models more efficiently. As important as the investment itself is, the server configuration required to operate the AI agent on a large scale has been specified. Vera Rubin, Vera CPU, Spectrum-X Ethernet, B

Oct 30, 20267 min read