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The Latest Breaking News from AMD

Welcome to the mega-blob: AI firms are fusing into one big lump

OpenAI's AMD deal is the latest sign big AI firms are entangling supply chains, ownership and responsibility.

Axios

Do OpenAI’s multibillion-dollar deals mean exuberance has got out of hand?

Some market watchers are concerned by the circular nature of deals with chip makers Nvidia and AMD

The Guardian - UK

A CPU vendor you've never heard of could launch a 96-core x86 CPU that is very, very similar to AMD's EPYC - but I wonder what the TDP will be

Zhaoxin KH-50000 server CPU mirrors AMD EPYC design, offering 96 cores and advanced memory, while efficiency remains undisclosed.

TechRadar

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AMD Could Double From Here—Thanks to Its Blockbuster OpenAI Deal

Advanced Micro Devices is on track to double in share price, reaching the $400 level in mid-2026 as expectations for MI450 sales intensify.

MarketBeat

75% of gains, 80% of profits, 90% of capex—AI’s grip on the S&P is total and Morgan Stanley's top analyst is 'very concerned'

The long bull market since 2022 is a "one-note narrative" since the explosion of ChatGPT, according to Lisa Shalett, CIO of Morgan Stanley Wealth Management.

Fortune

Dizzying deal delirium: How the AI bubble bursts

At our Yale Chief Executive Leadership Institute CEO Summit in June, we heard similar admonitions from over 150 top CEOs. They've seen this before.

Fortune

DICE confirms final Battlefield 6 PC system requirements that "a substantial number" of beta players did not meet, and gets bonus points for actually breaking it down by FPS, resolution, and settings

Finally, a full suite of graphics settings and performance benchmarks

GamesRadar

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Rally Fades on Mixed AI Revolution News: Stock Market Today

All three main U.S. equity indexes opened higher but closed lower as a seven-session winning streak for the S&P 500 came to an end.

Kiplinger

This mini PC has 192GB of RAM, yes RAM, but that's not the most surprising fact about it - the Orange Pi AI Studio Pro uses a Huawei Ascend 310 that's, on paper, 7x more powerful than AMD's Ryzen AI Max+ 395

Orange Pi launches AI Studio Pro mini PC with dual Huawei Ascend 310 processors and up to 192GB of RAM.

TechRadar

I Told You How to Trade AMD Stock to $200. Now That It’s an ‘AI Hero,’ Here’s 1 Way to Play Its Next Move.

In August, Advanced Micro Devices was an underdog that I was trading with an option collar. Now it’s a beast with an OpenAI deal.

Barchart

AI's $1.2 Trillion Growth Will Rest On Data Centers And Power, Not Financing Schemes

Investor fears about vendor financing in the U.S. semiconductor industry are overstated, according to Bank of America Securities analyst Vivek Arya.

Benzinga

OpenAI is putting apps in ChatGPT. Why that's a bigger deal than you might think.

OpenAI's chip deal with AMD makes a lot more sense if you think every digital interaction will be mediated by AI

Fortune

Dot-com fears rise with tech stocks seeing $100 billion swings

Investors are excited about OpenAI’s expansion driving big gains in technology stocks, but a rising number of Wall Street pros fear that the wild pops that add tens of billions of dollars in value in mere minutes are signaling an unhealthy market reminiscent of the dot-com era. Advanced Micro Devices…

Fortune

AMD's $100 Billion OpenAI Deal Could Supercharge AI Chip Growth, Analyst Says, Projecting Massive Earnings Boost By 2030

Advanced Micro Devices’ (NASDAQ:AMD) multi-year partnership with OpenAI could generate over $100 billion in revenue over the next four to six years, as the chipmaker prepares to supply up to six gigawatts of computing capacity using its next-generation Instinct MI450X GPUs starting in late 2026.

Benzinga

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International Business Times

AMD Wins OpenAI's Chip Deal to Supply AI Processors to ChatGPT-Maker—No More NVIDIA GPUs?

AMD and OpenAI are now partners, with the former supplying AI chips to the latter and OpenAI having the option to buy stocks.

Benzinga

Why Is AMD Stock Surging Today?

Shares of Advanced Micro Devices, Inc. (NASDAQ:AMD) are trading higher Tuesday amid a flurry of positive analyst coverage. Here’s what you need to know.

Benzinga

AMD's OpenAI Deal Could Spark A New AI Arms Race With Nvidia

Advanced Micro Devices Inc.’s (NASDAQ:AMD) multi-year deal with OpenAI could unlock $135 billion in revenue and mount a serious challenge to Nvidia Corp.’s (NASDAQ:NVDA) long-standing dominance, according to Goldman Sachs.

Geekflare

OpenAI Adds AMD to Its Growing List of Chip Partners in 2025

OpenAI has entered into a multi-year partnership with AMD that will see the chipmaker supply up to 6 gigawatts of AI computing power using its upcoming

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news in one place.

100's of premium titles.
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Benzinga

Spices Giant McCormick Cuts Profit Outlook As Tariffs And Costs Bite

McCormick Company (NYSE:MKC) shares dropped in rel="noopener">MKC

Benzinga

OpenAI's AMD, Nvidia Deals Are Huge, But Execution Is Key, Says Brad Gerstner

Investor Brad Gerstner warned on Monday that OpenAI’s recent deals with Nvidia (NASDAQ:NVDA) and Advanced Micro Devices (NASDAQ:AMD) remain announcements rather than actual deployments. Therefore, he urged caution.

Benzinga

AMD To Rally More Than 47%? Here Are 10 Top Analyst Forecasts For Tuesday

Top Wall Street analysts changed their outlook on these top names. For a complete view of all analyst rating changes, including upgrades and downgrades, please see our analyst ratings page.

TechRadar

OpenAI and AMD reveal billion-dollar partnership - Sam Altman says deal will "bring the benefits of advanced AI to everyone faster"

OpenAI will take a major stake in AMD as part of major deal.

PC Gamer

The latest Intel Panther Lake CPU leak details next-gen Core Ultra 300 range with high-performance graphics restricted to a new 'X' model line

Our first taste of Intel's 18A silicon is approaching fast.

Benzinga

Stock Market Today: Dow Jones, Nasdaq 100, S&P 500 Futures Turn Green—Trilogy Metals, AMD, Applovin In Focus (UPDATED)

Editor’s Note: The future prices of benchmark tracking ETFs and lede were updated in the story.)

Benzinga

Analysts React To OpenAI's 'Wild' $100 Billion Deal With AMD: 'We're In The Second Inning of A Nine-Inning Game,' Says Dan Ives

Leading analysts are hailing Advanced Micro Devices Inc.'s (NASDAQ:AMD) new partnership with OpenAI as a breakthrough moment for the chipmaker, one that could propel it to the center of the AI arms race.

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