Subject


AMD


2025-11-05

[News] AMD Forecasts Strong Q4 After Record Q3 Sales, Flags China and 2026 AI Chip Ramp-up

Riding on a string of major future collaborations with OpenAI and Oracle, which are expected to boost growth in the coming years, AMD reported a record $9.2 billion in Q3 revenue. Looking ahead, it forecasts a strong Q4, with revenue around $9.6 billion, plus or minus $300 million, above analysts’...

2025-10-21

[News] AMD Reportedly to Set up Silicon Photonics R&D center in Southern Taiwan with NT$8.64B Investment

While NVIDIA unveiled its latest silicon photonics breakthrough last week—teaming up with Meta and Oracle to enhance AI data center networks using Spectrum-X Ethernet switches—another AI chip titan is stepping up its game. According to the Liberty Times, AMD has picked Tainan and Kaohsiung fo...

2025-10-15

[News] AMD at OCP 2025: Highlights x86 Advisory Progress, ROCm Expansion, and ESUN Membership

While NVIDIA flexed its muscle with giga-scale AI data center solutions and an expanding NVLink Fusion ecosystem, rival AMD took the stage at the 2025 OCP Global Summit with a slightly different approach. According to TechNews, CTO and EVP Mark Papermaster, speaking on “A Fully Open and Collaborat...

2025-10-15

[News] OpenAI Ramps Up Global Compute Power with NVIDIA, AMD, and Broadcom — Securing 26 GW of AI Infrastructure

In a rapid series of announcements over the past month, OpenAI has unveiled three landmark hardware partnerships that together amount to a staggering 26 gigawatts (GW) of AI compute capacity. The company has struck deals to: Co-develop 10 GW of custom AI accelerators with Broadcom Invest up ...

2025-10-14

[News] Broadcom Enters OCP’s ESUN Initiative After Exiting UALink Board; NVIDIA, AMD Added to OCP Board

According to TechNews, as AI-driven data centers continue to expand in both scale and energy consumption, the Open Compute Project (OCP) unveiled a series of key collaborations at its 2025 Global Summit. Notably, Broadcom—formerly a founding member of the UALink consortium—joined the initial gro...

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