AMD

A computer maker most investors had filed under "boring hardware" jumped a third in one session. The Dow crossed 51,000 for the first time. And over the weekend, Greg Abel finally did the thing the market had been waiting for, he wrote an $8.5 billion cheque. Three storylines, three different signals, all worth pulling apart before Monday's open.

In May 2026, Advanced Micro Devices said its next‑generation EPYC “Venice” data center CPUs had entered production on TSMC’s advanced 2nm process in Taiwan, with plans to expand manufacturing to TSMC’s Arizona facility and extend 2nm across its future EPYC roadmap. This early move onto 2nm for high‑performance computing underpins AMD’s push to be a core supplier for AI infrastructure, tying together cutting‑edge process technology, global manufacturing capacity, and growing AI‑oriented CPU...

Burry called the AI boom around NVDA "fugazi," questioning whether complex financing is hiding how billions in GPU demand is being funded.

Nvidia debuted its RTX Spark processor for Windows laptops, taking aim at Intel and AMD.

(Bloomberg) -- Nvidia Corp. said Anthropic PBC, OpenAI and SpaceX are among the first big users of its upcoming microprocessor, securing key customers for its latest attempt to expand an already extensive footprint in AI data centers.Most Read from BloombergUS Says Deals With Iran for Safe Hormuz Transit Are ProhibitedStrait of Hormuz Ship Transits Are Rising Thanks to US HelpBerkshire Hathaway to Buy Taylor Morrison for $6.8 BillionAmericans Injured in Iranian Missile Strike on Kuwaiti Air Base

Chipmaker Nvidia (NVDA) has committed at least $6.5 billion over the past three months to photonics companies, as it looks for ways to remove one of the biggest bottlenecks in AI infrastructure, according to CNBC. For context, photonics uses light to move data instead of electricity, which can make data transfer faster and more energy efficient. That matters because today’s AI systems depend on massive amounts of data moving between GPUs, memory, networking chips, servers, and data centers. Clai

Investing.com-- The U.S. Department of Commerce on Sunday moved to block Nvidia artificial intelligence chip sales to Chinese entities outside China– a loophole that may have been used to bypass U.S. restrictions.

Carbice, a U.S.-based developer and supplier of next-generation carbon nanotube thermal interface materials (TIMs) and high-performance cooling solutions, today announced a long-term strategic partnership with Noctua, the Austrian leader in premium quiet PC cooling. Under the agreement, Noctua will exclusively distribute Carbice® IP90 thermal pads as a no-maintenance thermal paste alternative for DIY PC builders, and the two companies will collaborate on future product development to bring innov