Meta Platform has disclosed the terms for issuing $15 billion in U.S. dollar-denominated corporate bonds to raise funds for investments in AI data centers and computing infrastructure. The offering consists of five tranches with different maturities, with coupon rates of 5.85% and 6.25% per annum applied to the 2031 and 2033 maturities, respectively. This announcement is significant as it moves beyond the stage of merely reviewing financing to a transaction where the amount and interest rates have been concretely determined. It's meaningful. However, the conditions for issuing bonds have been confirmed.
Supermicro announced its results for the first quarter of fiscal year 2027, that is, July to September 2026. Revenue was about $19.9 billion, almost quadrupling from about $5 billion in the same period last year. Net profit was about $1.594 billion. You can see in the sales that the demand for building servers and data centers for AI is strong. But the gross margin went down from 17.5% to 12.7% in the last quarter. with more server orders and with each order, and how much profit you leave
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,
Open Time: October 28, 2026 01:01 KST Google and Oracle have decided to offer Google's own AI Accelerator TPU on Oracle Cloud Infrastructure as well. This will be the first time that a large cloud provider outside of Google will supply Google TPUs. The actual service is planned to start from 2027, so it does not mean that you can use TPU in Oracle right now. AI Semiconductor Competition
Open Time: October 28, 2026, 01:01 KST Oracle and NVIDIA announced that they are expanding their collaboration on cloud AI infrastructure. Oracle Cloud Infrastructure has started offering NVIDIA Vera Rubin NVL72 systems and Vera CPUs in general, and plans have been made to expand the AI supercluster to several gigawatts in the future. The important thing is that the product I have already started offering is different from the total capacity I will build in the future
Open Time: October 27, 2026, 22:15 KST AMD has announced that it is investing $1 billion in a public offering of shares in Meta. At the same time, he disclosed that the rack-unit AI system Helios is already running on the Meta infrastructure, and that EPYC server processors are supporting Muse AI agents. The key point of this announcement is that we have moved from the cooperation plan to the actual system operation. In large AI infrastructures, GPU-unit performance, as well as CPU, network,
