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AMD Takes $1.07 Billion Charge as OpenAI and Meta AI Chip Deals Begin Ramping Up

AMD recorded a $1.07 billion non-cash charge in Q3 2024 tied to stock warrants issued to OpenAI and Meta under massive AI chip supply agreements. The warrants could give both companies up to 10% stakes each, potentially diluting current shareholders by 20% through 2030 as shipment milestones are met.

Business3 sources

AMD Takes $1.07 Billion Charge as OpenAI and Meta AI Chip Deals Begin Ramping Up

Business3 sources

Asus ProArt P16 & P14 AI Laptops Launch in India Starting at Rs. 3.3 Lakh for Creators

Asus launched the ProArt P16 and P14 creator laptops in India, powered by NVIDIA RTX Spark N1X platforms with up to 128GB unified memory. The AI laptops feature 120Hz OLED touchscreens and start at Rs. 3,29,990, targeting content creators and AI developers with local AI computing capabilities.

Technology2 sources

Asus ProArt P16 & P14 AI Laptops Launch in India Starting at Rs. 3.3 Lakh for Creators

Technology2 sources

AMD Posts 97% Data Center Growth as CEO Lisa Su Dismisses Market Doubts on AI Spending

AMD reported third-quarter data center revenue of $8.55 billion, up 97% year-over-year, while CEO Lisa Su defended long-term AI infrastructure investments despite a 17% stock drop. The chipmaker forecasts revenue growth exceeding 80% through 2027, positioning itself as a leading alternative to Nvidia in the AI market.

Business13 sources

AMD Posts 97% Data Center Growth as CEO Lisa Su Dismisses Market Doubts on AI Spending

Business13 sources

Super Micro Computer Crushes Estimates as AI Server Demand Drives $19.95 Billion in Revenue

Super Micro Computer reported first-quarter fiscal 2027 revenue of $19.95 billion, nearly quadrupling year-over-year sales and crushing Wall Street estimates. Strong demand for AI-optimized servers and Nvidia-powered systems drove the performance, with the company raising its full-year outlook to $72-$82 billion amid the AI infrastructure boom.

Business10 sources

Super Micro Computer Crushes Estimates as AI Server Demand Drives $19.95 Billion in Revenue

Business10 sources

Smugglers Exploit Export Loophole to Move $4,000 HBM Chips Into China on Decoy Processors

Smugglers are exploiting a regulatory gap in US export restrictions to China by packaging banned high-bandwidth memory chips from Samsung and SK Hynix with deliberately weak processors. Once in Shenzhen, workshops desolder the $4,000 HBM3E stacks for use in Huawei's AI processors, fueling a lucrative black market amid China's memory chip shortage.

Policy3 sources

Smugglers Exploit Export Loophole to Move $4,000 HBM Chips Into China on Decoy Processors

Policy3 sources

LiveX Unveils AI City with Human-Sized Avatar Kiosks Deployed Across 100+ Retail and Airport Sites

LiveX announced AI City at Smart City Expo World Congress, deploying life-size AI hosts across over 100 customer sites including PUMA stores, San José Mineta International Airport, and major hotels. Powered by NVIDIA RTX PRO 6000 Blackwell GPUs, these interactive kiosks deliver multilingual conversation and personalized guidance in everyday spaces.

Technology2 sources

LiveX Unveils AI City with Human-Sized Avatar Kiosks Deployed Across 100+ Retail and Airport Sites

Technology2 sources

Bull and Schwarz Digits Partner to Build Sovereign European AI Computing Infrastructure

French supercomputer manufacturer Bull and Schwarz Digits signed a preliminary agreement to develop AI computing services operating entirely under European jurisdiction. The partnership combines Bull's supercomputing expertise with Schwarz Digits' STACKIT cloud platform to create a sovereign European AI and cloud stack targeting regulated sectors.

Technology2 sources

Bull and Schwarz Digits Partner to Build Sovereign European AI Computing Infrastructure

Technology2 sources

Elon Musk Says Cooling AI Data Centers in Space Is 'Much Easier' Using Aluminum Radiators

Elon Musk argued that cooling AI data centers in space could prove easier than on Earth, explaining how aluminum radiators could release approximately 1,300 watts of heat per square meter by facing cosmic background radiation at roughly 3 degrees above absolute zero. SpaceX plans to launch up to one million data center satellites, though critics including OpenAI's Sam Altam question the feasibility.

Technology2 sources

Elon Musk Says Cooling AI Data Centers in Space Is 'Much Easier' Using Aluminum Radiators

Technology2 sources

US Approves Nvidia AI Chips Sales to Chinese Firms with Empty Offices and Blacklisted Ties

An investigation uncovered that Chinese companies approved to purchase Nvidia's H200 chips operate from empty offices and have connections to sanctioned entities. Meanwhile, 600,000 chips remain stockpiled in Hong Kong as Beijing restricts imports, highlighting how geopolitical tensions are reshaping global AI hardware trade.

Policy24 sources

US Approves Nvidia AI Chips Sales to Chinese Firms with Empty Offices and Blacklisted Ties

Policy24 sources

ON Semiconductor Bets $600M on AI Power Tech, Raises 2030 Data Center Revenue Target 20%

ON Semiconductor acquired Ferric for $600 million to strengthen AI processor power delivery capabilities. The chipmaker raised its 2030 AI data center revenue target by $500 million to over $3 billion. Third-quarter results beat estimates with AI data center revenue surging 175% year-over-year to $180 million, though automotive demand softened.

Business3 sources

ON Semiconductor Bets $600M on AI Power Tech, Raises 2030 Data Center Revenue Target 20%

Business3 sources

Subvocal's AI Powered Glasses Decode Silent Speech at 200+ WPM, Raising Privacy Questions

Y Combinator-backed startup Subvocal unveiled smart glasses that convert silent mouth movements into text using low-powered radio waves and AI. The device decodes facial muscle movements at 200+ words per minute, promising hands-free interaction with AI. But experts warn about privacy concerns as the technology generates physiological data.

Technology2 sources

Subvocal's AI Powered Glasses Decode Silent Speech at 200+ WPM, Raising Privacy Questions

Technology2 sources

Quantum Machine Learning Achieves 91.90% Accuracy in Lung Cancer Prediction With Limited Data

Florida Atlantic University researchers evaluated quantum machine learning approaches for lung cancer prediction using symptom and risk-factor data under limited training conditions. D-Wave's annealing quantum computers achieved 91.90% accuracy on quantum hardware, demonstrating quantum computing's potential for data-constrained healthcare applications.

Science2 sources

Quantum Machine Learning Achieves 91.90% Accuracy in Lung Cancer Prediction With Limited Data

Science2 sources

Intel Redirects Consumer Chip Production to Xeon CPUs Amid Soaring AI Demand

Intel is reallocating manufacturing capacity from consumer processors to data center Xeon CPUs as AI-driven server demand outpaces supply. The shift affects Panther Lake production, with new capacity not expected until late 2027.

Business2 sources

Intel Redirects Consumer Chip Production to Xeon CPUs Amid Soaring AI Demand

Business2 sources

Darkbloom Warns of Plummeting Earnings as AI Inference Token Prices Collapse 77% in Five Months

Darkbloom, a decentralized AI inference network that lets Mac users rent out their GPUs, warns participants to expect drastically reduced earnings as Anthropic token prices plummet 77% from $2.65 to $0.62 per million tokens. The distributed inference network sees median daily earnings drop from $5.26 to just $1.23 as data centers flood the market with cheaper compute capacity.

Business2 sources

Darkbloom Warns of Plummeting Earnings as AI Inference Token Prices Collapse 77% in Five Months

Business2 sources

AI Server Demand Creates PCB Shortages, Pushing Lead Times to 30 Months for PC Makers

AI infrastructure buildout is straining the printed circuit board supply chain, with some orders now facing 30-month lead times. PC makers struggle to secure PCBs as manufacturers prioritize high-margin AI server boards, while copper-clad laminate costs have surged at least twelvefold since July.

Business3 sources

AI Server Demand Creates PCB Shortages, Pushing Lead Times to 30 Months for PC Makers

Business3 sources

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