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AMD locked in more than $14 billion of 15-year data center leases with Core Scientific, securing power for the Helios AI racks it begins shipping this year. Key Points: Core Scientific will deliver roughly 530 megawatts across five U.S. campuses under 15-year terms AMD holds reservation rights on ne

Alloy Compute says it has built an AI inference system that splits language model work between AMD graphics chips and programmable accelerators to cut response times. Alloy Compute Splits Inference Workloads The company described the design on Jul. 31 as a disaggregated architecture, one that sends

Intel delivered one of its most dramatic earnings surprises in recent memory on July 23, reporting second-quarter revenue of $16.1 billion against analyst estimates of $14.44 billion. The result sent shares jumping roughly 11% in after-hours trading, with some outlets tracking gains as high as 12%,

Warren Buffett publicly declared that today's stock market is being driven by gambling rather than fundamentals. In the same breath, the billionaire revealed he personally directed Berkshire Hathaway's multibillion-dollar stake in Alphabet, the parent company of Google, as a direct bet on AI's next

AMD launched Helios, its first rack-scale AI system, on Monday, adding Microsoft as a buyer and mounting a direct challenge to Nvidia's 95% hold on data center GPUs. Key Points: Microsoft joins Meta, OpenAI and Oracle as Helios customers, with shipments to all buyers starting later this year. Each H