AMD is pushing hard into the data center with its 2026 roadmap. The company confirmed both 2nm Epyc Venice CPUs and Instinct MI400 AI accelerators are on track for launch. This represents one of AMD’s biggest product shifts in years.
Qualcomm reported $44.3 billion in fiscal 2025 revenue with record QCT performance. The chipmaker saw 18% growth in non-Apple segments as it expands into automotive and IoT markets.
AMD is reportedly developing more affordable versions of its powerful Strix Halo APUs. The Ryzen AI Max+ 388 and 392 could deliver gaming performance that challenges dedicated graphics cards under $300.
Nvidia’s bet on AI hardware has paid off spectacularly, with the company reaching a $5 trillion valuation in late October 2024. The AI gold rush shows no signs of slowing as data center investments continue pouring in.
Asian tech stocks saw massive declines Wednesday, with Japan’s Nikkei dropping 4.7% and South Korea’s Kospi falling 6.2%. The sell-off reflects growing investor skepticism about AI company valuations despite massive gains this year.
AMD’s new Zen 5 processors have a critical bug in their random number generator that could compromise security. The issue was discovered by a Meta engineer and affects about 10% of RDSEED operations. Fortunately, patches are already being deployed.
Jefferies just slapped a $480 price target on Broadcom, predicting 32% upside from AI chip demand. The bank sees Google’s token processing exploding from 480 trillion to 1,300 trillion monthly. But this massive growth story comes with serious risks.
Samsung’s Exynos 2600 engineering sample has achieved single-core performance matching Apple’s M5 processor in leaked Geekbench 6 results. The 2nm chip demonstrates remarkable progress while reportedly consuming significantly less power than competitors.
Nvidia’s massive South Korea AI chip deployment isn’t just about selling GPUs—it’s a brilliant strategic pivot that creates a new revenue stream while navigating geopolitical constraints. This $10 billion deal positions South Korea as a global AI contender and Nvidia as infrastructure kingmaker.
SK hynix has unveiled a comprehensive memory technology roadmap extending to 2031, featuring HBM5, DDR6, and revolutionary 400+ layer 4D NAND. The company’s strategic focus on AI-optimized memory solutions could reshape computing performance for years to come.
