techOpenAI’s Two-Track Chip Play: AMD GPUs now, Broadcom custom silicon nextCodingo Singapore4 min read·Just nowJust now--Press enter or click to view image in full sizeOpenAI just inked two big hardware commitments that tell a clear story about where large-scale AI is heading: more capacity, more control, and more suppliers.The headlines. OpenAI will deploy 6 gigawatts of AMD Instinct GPUs, starting with an initial 1 gigawatt of MI450 in the second half of 2026, on a multi-year, multi-generation roadmap. A ...

It's time now for the 360 round. For that, let's bring in our panel to discuss some of the chip stocks and the recent performance we've seen in the semiconductor space. Joining us to have this conversation today, Kim Forest, the founder and chief investment officer at Bokeh Capital Partners. And also joining us today, Alexis Brown Roberts, the COO portfolio manager at Alexis Investment Partners.Thank you both for being with us today. you know, of course, on the heels of Taiwan semiis earnings, Kim, I'd like ...

Key Points OpenAI and other leading artificial intelligence (AI) companies are using AMD's data center chips. The stock has nearly doubled year to date, but still offers value. 10 stocks we like better than Advanced Micro Devices › Spending on artificial intelligence (AI) technology is accelerating among the biggest and most profitable companies in the world. The stellar performance of some of the leading chip stocks could be sending strong signals to investors that this is still the early innings ...

ATP's rejection of a sweetened bid from private-equity firms for the vaccine maker casts doubt over whether the deal will go through. ...

The memory-chip maker's DRAM chips are expected to be the next target for long-term AI-infrastructure contracts, Citi says, and higher prices should help the company's margins and stock. ...

The cuts are across regions and job functions, the Swiss food company says. ...

Advanced Micro Devices (NASDAQ:AMD) stock surged by almost 50% between 7/17/2025 and 10/15/2025. The gains come on the back of improving earnings, a recovering CPU market and surging interest in GPUs for artificial intelligence applications. AMD also recently snagged a high profile deal with ChatGPT maker OpenAI, to supply tens of thousands of its GPU chips for 6 gigawatts of computing capacity over the next five years.Lisa Su, chairwoman and CEO of Advanced Micro Devices (AMD), delivers the opening keynot ...

Advanced Micro Devices TodayAMDAdvanced Micro Devices$236.22 +18.13 (+8.31%) 52-Week Range$76.48▼$240.10P/E Ratio137.13Price Target$231.00Add to WatchlistAdvanced Micro Devices' NASDAQ: AMD stock price outlook, long tied to a forecast of GPU market-share gains, was affirmed by OpenAI and accelerated by Oracle NYSE: ORCL. Oracle plans to deploy 50,000 Advanced Micro Devices' MI450 line of AI accelerators in the third quarter of 2026. While a drop in the bucket compared to OpenAI’s plans, Oracle will likely ...

在全球股票市场，发行新股或者高位增发通常被投资者们视为看涨情绪转向看跌的"最强配方"，因为股东权益会被新股稀释。但 在这波覆盖全球的史无前例的火热人工智能投资狂潮中，这一传统逻辑被彻底颠覆，芯片双雄——英特尔与AMD，顶着股权稀 释与摊薄环境仍然实现股价大涨。 首先看看美国老牌科技巨头英特尔公司(INTC.US)。自8月初以来，这家持续亏损的芯片制造商启动了向美国政府、软银集团 (SoftBank Group Corp)以及长期以来的竞争对手英伟达出售合计价值180亿美元股份的资本市场行动后，其股价已疯狂飙升近 90%，凸显出AI投资狂潮之下全球资金对于英伟达、AMD以及英特尔等芯片巨头们的火热追逐情绪。这些交易旨在用新鲜资本 强化英特尔疲软的资产负债表。 据机构的测算，这些新股也将把现有英特尔股东持股的权益价值"稀释"大约14%。如果美国政府持有的认股权证在特定条件下被 行使，英特尔股东们还可能面临更大规模稀释。但就目前而言，投资者们对这笔政府现金所代表的"重大喘息空间"远比对单股价 值被稀释的担忧更为热情。 近期全球DRAM和NAND系列的高性能存储产品价格大涨，加之全球估值最高的AI初创公司OpenAI ...

Sozzi Invest Promo There have been a lot of special moments in the markets this year. The first Fed rate cut in more than a year is one of them. Since that September cut, investors have sent stocks and cryptocurrencies ripping to new highs, while gold prices have passed $4,000 an ounce. Think full-on market melt-up! April's "Liberation Day" stock market massacre is not to be forgotten, though the Trump administration has since dialed back some of the more eye-popping tariffs on key trading partners, at l ...