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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

A viral claim that a $1,499 desktop can break Nvidia's cloud business is pushing investors out of its stock and toward rival AMD. Key Points: A widely shared post argues a $1,499 AMD mini PC could undercut Nvidia's most profitable line, renting AI compute through the cloud. Money is already rotating

Cathie Wood's ARK Invest executed a dramatic portfolio shift on Wednesday, selling more than $16 million worth of Advanced Micro Devices shares while aggressively accumulating positions in cryptocurrency-related equities. The investment firm poured over $34 million into Bullish and Circle Internet G