Meta Muse gives AMD a boost as AI momentum shifts to personal agents
The personal agent boom is lifting the fortunes of AMD and Intel, which have outperformed their megacap tech peers over the past month.
AMD
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AMD plans to substantially increase supply in 2027, CEO says
GBGlobal Banking & Finance Review10h ago
AMD CEO Lisa Su says AI chip demand exceeds production capacity
The AI industry's growth is hindered by manufacturing limits, potentially stalling technological advancements and economic opportunities.
CryptoBriefing•Diego Almada Lopez11h agoAMD has promised OpenAI and Meta up to 320 million shares at a penny each
AMD's strategic share offer to AI giants could reshape the AI chip market, boosting AMD's market position while diluting existing shares.
CryptoBriefing•Diego Almada Lopez5 Oct
Sony brings AI graphics upscaling to the regular PS5
Sony is launching a new AI upscaling technology specifically for the regular PS5. The new tech, called Quick Spectral Super Resolution (QSSR), is a "new performance tier of AI upscaling" that's a result of Sony's Project Amethyst work with AMD…
The Verge•Jay Peters1 Oct- neutral toward Sony · 97%
TSMC’s October 15 earnings call puts Nvidia, Broadcom and AMD investors on watch
TSMC's earnings call will reveal AI chip demand trends, impacting investor confidence and strategic decisions for Nvidia, Broadcom, and AMD.
CryptoBriefing•Diego Almada Lopez30 Sept- neutral toward Nvidia · 98%
AMD and Micron could be headed for $2 trillion market caps, says analyst
The potential rise of AMD and Micron highlights the growing influence of AI-driven demand on the semiconductor industry's market dynamics.
CryptoBriefing•Diego Almada Lopez30 Sept- neutral toward Micron · 86%
AMD acquires World Labs AI startup, upping the ante against Nvidia
The deal, which is expected to close by year's end, is worth $8.2 billion.
Ars Technica•Samuel Axon29 Sept- neutral toward Nvidia · 91%
The real prize in AMD’s $8 billion World Labs acquisition isn’t what you’d think
AMD is getting cutting-edge spatial-intelligence models, but more importantly, a leader who can help recruit top talent and bring real-world AI applications into focus.
- favorable toward AMD · 82%
- favorable toward World Labs · 75%
Nvidia rival AMD bets $8.2bn on the 'godmother of AI' and her virtual worlds
World Labs builds world models, AI systems designed to understand how objects and spaces behave, allowing them to simulate what might happen when something moves or an action is taken.
Euronews29 Sept- neutral toward Nvidia · 98%
The Witcher 3 Remastered Is Reportedly Broken on AMD GPUs Ahead of New Driver
The Witcher 3 Remastered released earlier today, and while it seems to work great for Nvidia graphics cards, AMD users are reporting a wealth of bugs and visual artifacts.
IGN•Jacqueline Thomas29 Sept
AMD Makes Its Biggest Move Against Nvidia Yet
AMD buys World Labs, a lab Nvidia helped fund, for $8.2 billion. Here is what it means for Nvidia.
BeInCrypto•Lockridge Okoth29 Sept- favorable toward AMD · 78%
Micron, Microsoft, AMD CEOs attend White House lunch as chip diplomacy heats up
The White House meetings underscore the critical role of tech diplomacy in shaping US-China relations and domestic economic strategies.
CryptoBriefing•Diego Almada Lopez29 Sept- favorable toward White House · 72%
Nvidia, AMD ramp up White House lobbying on China exports
The intensified lobbying by Nvidia and AMD highlights the growing tension between US tech interests and national security policies, impacting global AI dynamics.
CryptoBriefing•Diego Almada Lopez29 Sept- neutral toward White House · 98%
AMD briefly joined the $1 trillion club. Cramer says its monster run isn’t over
CNBC’s Jim Cramer said AMD’s run isn’t over, arguing the rise of agentic AI will drive significant demand for the company’s high-end CPUs.
- neutral toward AMD · 92%
AMD acquires startup founded by ‘godmother of AI’ Fei-Fei Li for $8.2 billion
The deal brings together two of the leading women in the AI industry, and gives AMD a new plank in its competition with GPU rival Nvidia.
- neutral toward AMD · 95%
One of AI's most influential researchers is joining AMD in an $8 billion deal
AMD is betting big on "world models" that could power robots, factories, and other physical AI systems. It's acquiring Fei-Fei Li's World Labs.
- neutral toward AMD · 93%
AMD makes a big bet on the next era of AI with World Labs acquisition
The chip maker is buying the startup and adding AI pioneer Fei-Fei Li as its chief scientist.
- neutral toward World Labs · 98%
AMD is acquiring AI company World Labs in a deal worth more than $8 billion
AMD announced today that it's acquiring World Labs, an AI research lab co-founded by the prominent researcher Dr. Fei-Fei Li, in an all-stock deal worth approximately $8.2 billion.
The Verge•Jay Peters28 Sept- neutral toward AMD · 99%
AMD to buy Fei-Fei Li’s AI start-up for $8bn
World Labs was founded by Stanford University researcher to work on AI models that understand 3D environments
- neutral toward AMD · 98%